Corporate Broker Job at IDEX Consulting Ltd (Milton Keynes)

Corporate Insurance Broker

To oversee and manage the placement of predominantly Large Corporate, Complex, a...

Location

United Kingdom , Stratford-upon-Avon

Salary:

55000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

5 GCSEs (or equivalent)
Dip CII qualification desirable
Extensive knowledge of the UK Commercial Insurance Market, gained within either a broker or insurer environment
Experience handling new or existing commercial business placements
Specialist knowledge in Financial Lines, High-Risk Liability or London Market placements is advantageous
Proven experience providing technical guidance and support to both internal and external stakeholders

Job Responsibility

Establish and advise on client requirements for large existing and new business cases, including participation in large case strategy discussions
Initiate and authorise new and existing business quotations to secure optimal products and terms within agreed service levels
Provide technical advice and market insight to Agents on cover, appetite and placement strategy
Negotiate with insurers to ensure appropriate cover, accurate risk presentation, and a seamless process between Agent, insurer and client
Build and maintain effective relationships with underwriting teams, sector specialists, placement teams and business development colleagues
Hold external suppliers accountable for service standards and quality, escalating concerns where necessary
Deliver on-the-job coaching, mentoring and technical development to Sales & Service handlers
Identify cross-selling and exposure opportunities to enhance client protection
Attend client meetings (virtually or face-to-face) alongside Agents where commercially appropriate
Develop and deliver training on products, processes and market developments to improve technical capability and service standards

Fulltime

Director of Trade Management Operations

We are seeking a dynamic and experienced Director of Trade Management Operations...

Location

United States , Chicago

Salary:

150000.00 - 175000.00 USD / Year

tastytrade

Expiration Date

Until further notice

Requirements

6-10 years of progressive experience in back-office operations at a broker-dealer, FCM, prime broker, or clearing firm
FINRA Series 3, 4, 7, 24, and 63 licenses (or equivalents)
Broad operational knowledge spanning settlement, clearing, custody, corporate actions, and reconciliation across multiple asset classes
Familiarity with non-clearing FCM operations, including give-up processing, allocation workflows, and coordination with clearing FCMs
Demonstrated experience managing and developing operational teams
Proven track record leading process improvement or automation initiatives within a financial services environment
Strong working knowledge of DTCC (DTC, NSCC, FICC) settlement processes and exchange-traded derivatives workflows
Familiarity with regulatory requirements applicable to broker-dealers and non-clearing FCMs, including SEC Rule 15c3-3, FINRA rules, and baseline CFTC/NFA obligations
Experience with reconciliation or back-office platforms (SmartStream, Broadridge, Duco, AutoRek, or comparable)
Strong analytical, communication, and organizational skills with the ability to present to senior management and regulators

Job Responsibility

Lead and transform back-office function across Broker-Dealer and non-clearing FCM businesses
Own post-trade operations including trade settlement, clearing, custody, corporate actions, and reconciliation
Spearhead firm-wide initiative to automate and modernize key back-office processes
Recruit, build, and develop a high-performing back-office team
Provide day-to-day management, coaching, and mentorship to staff
Serve as primary escalation point for operational breaks, settlement failures, and counterparty disputes
Oversee all post-trade operations across asset classes including equities, options, exchange-traded derivatives, and FX
Manage trade confirmation, settlement, and fail management across custodians, prime brokers, and clearing firms
Coordinate give-up processing and submission workflows between executing brokers and clearing FCM
Supervise corporate actions processing

What we offer

Performance bonuses
Stock purchase options
401k plan
Medical/Dental/Vision benefits
20 paid vacation days (plus additional paid vacation day the month of your birthday)
10 paid sick days
Gym membership reimbursement
Commuter benefits
Pet insurance
Wellness & mental health programs

Fulltime

Avp, Trade Operations

Location

United States , New York City

Salary:

140000.00 - 185000.00 USD / Year

Aflac

Expiration Date

July 10, 2026

Requirements

7+ years of relevant work experience in financial services technology and trade operations management (preferably life insurance and/or asset management)
5 years of direct experience in Fixed Income, Private Placements and Derivatives' operations
Experience with BBG AIM/MARS/BCOL and Bloomberg terminal, Markit, DTCC CTM, Indus Valley Partners reconciliation, FX ALL or similar software
Or an equivalent combination of education and experience
Ability to work accurately and efficiently under tight deadlines and independently with minimal supervision
Knowledge & experience in Microsoft Power Automate, Power Query and VBA preferred
Superior MS Excel skill set including pivot tables, reference and lookup formulas, macros, etc., intermediate ability to work with MS Power Point preferred
Highly organized with superior attention to detail with an ability to analyze large amounts of data and extract meaningful information and identify findings in a succinct format
Ability to identify and improve data accuracy and processes used in production of financial, accounting and investment reporting purposes
Excellent verbal and written communication skills with ability to present and articulate issues clearly and succinctly with all levels of management, and a variety of internal and external stakeholders

Job Responsibility

Provides trading workflow operational support to ensure trade matching and settlement, engages with custodians and internal stakeholders, researching and resolving all trade discrepancies with counterparties
Works with Aflac Re Bermuda team, Trading, US CIO office, Japan Operations, Risk, Compliance, IT, Investment Accounting, Custodians, Treasury, FP&A and other key stakeholders
Reconciles cash, investment activity, and positions between order management system, custodians and accounting systems
Maintains books and records in compliance with regulatory requirements
Sets up accounts with brokers and custodians
Executes money movement transactions including internal transfers and outgoing wires
Assists with set up and maintenance of SSIs
Monitors and executes corporate action events
Performs daily cash management and cash balance monitoring
Monitors and supports securities lending program

What we offer

medical, dental, and vision coverage
prescription drug coverage
health care flexible spending
dependent care flexible spending
Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee)
401(k) plans
annual bonuses
opportunity to purchase company stock
11 paid holidays
up to 20 days PTO

Fulltime

Trader - Corporate Events Flow Trading (CEFT) and Single Stock Flow (SSF)

This is a junior front office opportunity within Citi's MENA Corporate Events Fl...

Location

South Africa , Johannesburg

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Analytical and quantitative foundation — a tertiary degree from a reputable university in Finance or numerical discipline is strongly preferred, with demonstrable ability to apply quantitative reasoning to real-time trading and risk decisions
Completed JSE RPE and Trader Examination modules will be an advantage
Understanding of single stock derivatives and delta one products — direct exposure to equity swaps, single stock futures, total return swaps, or listed options within a front office or closely aligned function is highly valued
Knowledge of corporate actions and dividend mechanics — familiarity with the lifecycle of corporate events (mandatory and voluntary), dividend forecasting, and their impact on derivative pricing and risk is a clear advantage
Programming proficiency — practical experience with Python, SQL, or VBA to support data analysis, workflow automation, and system enhancement within a trading environment
Relationship and communication skills — the ability to engage effectively with internal stakeholders across sales, prime brokerage, stock loan, funding, and technology, as well as external counterparties and clients
Attention to detail and composure under pressure — capacity to operate accurately and decisively in a fast-paced, high-stakes trading environment where precision in risk management and execution is paramount

Job Responsibility

Manage and mitigate trading book risk across SSF and CEFT positions, ensuring precision in daily P&L reporting, reconciliation, and attribution with full ownership of book accuracy
Execute OTC and listed single stock derivative trades with counterparties and inter-dealer brokers, managing firm inventory in compliance with transaction terms, internal approvals, and regulatory restrictions
Collaborate with stock loan and funding desks to construct and optimise synthetic short coverage, enhancing balance sheet efficiency across delta one and wider equities financing businesses
Service single stock futures clients in conjunction with derivatives and delta one sales teams, responding to pricing requests and supporting client growth strategies through precise and competitive execution
Provide expert dividend and corporate action pricing to prime sales trading, offering critical insight into liquidity considerations, corporate action complexities, and election optimisation across all firm positions
Partner with technology teams to drive enhancements to trading infrastructure, improving desk efficiency, automating processes, and reinforcing operational controls

Fulltime

Senior Applied AI Full-Stack Engineer

Location

Canada , Mississauga

Salary:

120800.00 - 170800.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

6+ years' hands-on experience with Java and Spring Boot for building scalable microservices, and Angular 16+, TypeScript, JavaScript, HTML5, JSON, CSS, Web Sockets, and Ajax
Proven experience designing large-scale internet/intranet platforms using microservices architecture
Strong fundamentals in systems analysis, design patterns, and SDLC, including unit testing and CI/CD practices
Ability to produce high-level and low-level design artefacts (sequence diagrams, class diagrams)
Proficiency in Python for scripting, automation, or AI-adjacent tooling
Hands-on experience with MongoDB
solid understanding of modern database design and data modelling
Good understanding of message brokers
Kafka experience highly desirable
Demonstrated, hands-on proficiency with AI coding tools (e.g., Claude Code, Cursor, GitHub Copilot, or equivalent)

Job Responsibility

Design and build large-scale internet/intranet web application platforms on microservices architecture, owning decisions across the full stack — from Angular frontends to Java/Spring Boot backends and MongoDB data layer
Lead system design at both high and low levels, producing artefacts such as sequence diagrams, class diagrams, and data models, while ensuring security, scalability, and performance are built in from the start
Leverage AI coding agents (e.g., Claude Code, Cursor, Devin) for code generation, debugging, and routine tasks
engineering high-quality context (repository structure, API specs, Jira tickets) to maximize the accuracy and reliability of AI output
Critically review, validate, and take ownership of all AI-generated code ensuring structural integrity, security compliance, and production readiness before anything reaches deployment
Integrate agentic workflows into CI/CD pipelines
manage multiple workstreams concurrently through intelligent delegation to AI agents
Act as a player/coach within small, co-located squads — hands-on in delivery while actively upskilling junior engineers to become effective AI-first practitioners
Apply a strong functional understanding of Corporate Banking to ensure solutions address real business outcomes, not just technical requirements

Fulltime

Customs Specialist

The Customs Specialist will manage the day-to-day import and export operations t...

Location

Canada , Laval

Salary:

55000.00 - 65000.00 CAD / Year

Randstad

Expiration Date

August 06, 2026

Requirements

College Diploma (DEC) in Logistics, International Trade, or Business Administration
2–4 years of experience in customs brokerage or a corporate trade compliance role
CCS (Certified Customs Specialist) designation is highly preferred
Proficiency in ERP systems (e.g., SAP, Oracle) and Microsoft Excel (VLOOKUP, Pivot Tables)

Job Responsibility

Manage the day-to-day import and export operations to ensure full compliance with CBSA (Canada) and CBP (USA) regulations
Be responsible for the accuracy of HS classifications, trade documentation, and acting as the primary liaison between the company and customs brokers
HS Classification: Analyze product specifications to assign correct Harmonized System (HS) codes and ensure accurate duty payments
Documentation Audit: Review and prepare commercial invoices, B3/B13 forms, and Certificates of Origin (CUSMA/USMCA)
Broker Oversight: Audit broker entries for accuracy and resolve any border clearance delays or Notice of Redelivery issues
Compliance & Reporting: Maintain digital compliance records and assist in periodic internal audits to mitigate the risk of AMPS fines
Trade Programs: Administer duty drawback programs or tariff relief applications where applicable
Advisory: Provide internal guidance to the Logistics and Procurement teams regarding landed costs and regulatory changes

What we offer

Comprehensive health, dental, and vision care
Paid time off and flexible scheduling options
On-site parking

Fulltime

Territory Development Manager

As a Territory Development Manager, you will be responsible to drive sustainable...

Location

United States , Englewood Cliffs

Salary:

71400.00 - 107200.00 USD / Year

Unilever

Expiration Date

Until further notice

Requirements

2 to CPG Foodservice Sales Experience (B2B Sales)
Bachelor's Business or related
Culinary/Chef Selling Experiences
Network of Existing Foodservice Operator Partners
Distributor Sales or Ingredient Sales or Broker Sales
Experiences CRM (Salesforce)
Operator Experience
Market/Geographical knowledge
Food University Background (CIA, Food & Hospitality)
Multi-National Corporate Company Experience – Understands Corporate Ways of Working

Job Responsibility

Drive sustainable business growth via Independent Operators, and Trade Partner engagement
Be part of a multi-touchpoint integrated digital ecosystem to drive growth with new customers (Reach) & current customers (Penetration)
Use data and CRM tools to plan and execute sales calls to establish yourself as a valuable partner and grow market share in your territory
Deliver business targets like Sales Growth, Reach & Penetration, Digital Engagement, and customer presentations with both Operators and Distributor Trade Partners
Execute Multi touchpoint contact strategy online and face to face for generating demand for Food Solutions Products & deliver great customer experience
Provide virtual culinary consultation to targeted operators
Engage with Local Chain Account and Operator Customers
Implement full Key Account Management approach
Execute CBP, Win & Retain funnel, Contact Matrix
Using Data to convert Business Insights into Activation Solution Selling

What we offer

Culture for Growth
Top Notch Employee Health & Well Being Benefits
Every Voice Matters
Global Reach
Life at Unilever
Careers with Purpose
World Class Career Development Programs
Check Out Our Space
Focus On Sustainability
health insurance (including prescription drug, dental, and vision coverage)

Fulltime

Securities Processing Officer

The Security Processing Officer is responsible for ensuring accurate and timely ...

Location

Luxembourg , Luxembourg

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Higher Education (University / Bachelor)
At least 3 years experience in a similar role
Knowledge of financial instruments (equities, bonds, funds, (reverse) convertibles, derivatives, forwards, ...)
Knowledge of market rules and local CSDs
Familiarity with settlement systems (Clearstream, Allfunds..)
Knowledge of financial data platforms/providers (Bloomberg, Six-Telekurs,…)
Knowledge of Swift
Fluent in English

Job Responsibility

Participates in all activities related to the processing and settlement of securities operations with third party broker, our Execution desk
Ensure timely matching and confirmation of trades with counterparties and custodians
Ensure the accuracy, timeliness and completeness of all transactions, monitor trading activity on the various OMS used within the bank (manual interventions, updates, cancellation , follow up of dashboards, validations, reco), the follow-up of the payment subscription, the reimbursements
Monitor foreign exchange operations linked to securities transactions
Follow up of failed transactions, liaise with custodians, counterparties, to resolve settlement issues and ensure smooth transaction flow and justify all pending trades
Establish good contacts with other departments that play a role in the securities lifecycle: front and middle offices, corporate actions and income departments, tax department
Identify and escalate risks or operational issues
Reconcile positions in case of breaks by identifying discrepancies between internal and external records, investigating root causes, and ensuring timely resolution to maintain data integrity and minimize operational risk
Management of the securities database depending on the working entity
Contribute to process improvements and operational efficiency

Fulltime

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Corporate Broker

Job Description

Job Responsibility

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