Institutional Investment Operations Representative
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Job Description
Structured overview of role & requirementsAbout This Role
Perform operational activities for institutional trades ensuring accuracy, timeliness, and compliance.
Review and process trade documents, escalates exceptions, and support audit and governance requirements.
Collaborate with internal teams to resolve operational issues and maintain smooth investment process execution.
Minimum Requirements
At least 1 year of Institutional Investment Operations support experience or equivalent via work, training, military, or education.
Experience in handling moderately complex operational tasks within financial or investment operations.
Ability to maintain accurate documentation and support audit requests.
Work Experience Required: Minimum 1 year in relevant Institutional Investment Operations.
Ideal Candidate Profile
Experienced in institutional investment operational processes with understanding of systems and compliance.
Capable of working under moderate supervision and escalating complex issues appropriately.
Demonstrates ability to collaborate across teams to achieve operational and compliance goals in a risk-managed environment.