Institutional Investment Operations Representative

Perform operational tasks for routine and medium complexity institutional trades with knowledge of unit functions and systems.

Collaborate with peers, colleagues, and managers to resolve issues and achieve process-specific goals including compliance, audit support, and document review.

Interact with internal and external customers following prescribed processes and execute tasks per leader direction while adhering to policies and compliance requirements.

At least 1 year of Institutional Investment Operations support experience or equivalent (via work experience, training, military experience, education).

Understanding of function, policies, procedures, and compliance requirements related to institutional investment operations.

Ability to support audit requirements and address compliance and corporate governance issues.

Work Experience Required: Minimum 1 year in Institutional Investment Operations support or equivalent.

Experience working in an operational role within institutional investment environments handling trade processes and documentation.

Capable of collaborating effectively with multiple stakeholders to resolve issues and maintain compliance under direction from leadership.

Comfortable operating with a detailed understanding of compliance, audit support, and process governance within financial operations.