Institutional Investment Operations Representative
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Job Description
Structured overview of role & requirementsAbout This Role
Perform operational tasks for routine and medium-complexity institutional trades, ensuring adherence to processes and compliance requirements.
Collaborate with internal teams and management to resolve issues, support audits, and address compliance and governance within the department.
Interact with internal and external customers as per prescribed processes and execute tasks under direction of leadership.
Minimum Requirements
At least 1 year of Institutional Investment Operations support experience or equivalent demonstrated through work experience, training, military experience, or education.
Understanding of institutional trade operations, compliance, and audit support relevant to investment operations.
Ability to perform time-sensitive document review and support audit requirements.
Work Experience Required: Minimum 1 year in Institutional Investment Operations or equivalent as stated.
Ideal Candidate Profile
Experienced in operational support for institutional trades with knowledge of related unit functions and systems.
Able to collaborate effectively with peers, managers, and internal/external customers to meet process goals.
Comfortable working under direction, adhering to policies and risk/compliance obligations in a regulated financial environment.