Senior Institutional Investment Operations Representative
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Job Description
Structured overview of role & requirementsAbout This Role
Support oversight and control of Trade and Transaction Reporting (TTR) by importing, maintaining, analyzing, and reporting data using multiple databases and business intelligence tools.
Prepare and distribute daily monitoring reports for TTR, investigate reporting issues, track resolutions, and manage program documentation and activity tracking using Confluence and JIRA.
Collaborate with Middle Office and Technology teams to monitor regulatory reporting performance, test technology changes, automate manual tasks using VBA, Alteryx, or Xceptor, and ensure compliance with relevant regulatory standards.
Minimum Requirements
Minimum 2+ years of Institutional Investment Operations experience.
University degree with coursework in financial markets.
Proficiency in data management and analysis using Excel, VBA, Tableau, PowerBI, or similar tools; developer knowledge of VBA, Alteryx, and Xceptor tools.
Work Experience Required: 2+ years in Institutional Investment Operations.
Ideal Candidate Profile
Experience or education in US securities and commodities regulations and compliance.
Skilled in business intelligence, workflow tools, data schema, and data vocabularies relevant to trade and transaction reporting.
Ability to manage regulatory reporting processes including investigation, reconciliation, system testing, and automation.