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Job Description
Structured overview of role & requirementsAbout This Role
Act as liaison between client/IM service teams and Sub custodians/Depositories to ensure proper settlement of security and cash transactions.
Research and resolve transaction exceptions with minimal supervision and provide guidance to associates.
Assist with management reporting, operational procedures, and participate in special projects as needed.
Minimum Requirements
Bachelor’s degree in a business discipline preferred or equivalent work experience.
Proficiency with MS Office applications (Excel, Word).
Strong organizational, communication, and analytical skills with problem-solving ability.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experience or comfort working in operations involving custodial or depository functions with focus on transaction settlement.
Ability to independently research and resolve problems with minimal supervision while guiding junior staff.
Familiarity with maintaining operational SLAs, documentation standards, and contributing to process improvements.