Institutional Investment Operations Specialist

• Participate in lifecycle support tasks for institutional trade initiatives and identify opportunity for process improvements
• Assist leadership in bringing individual or teams together in order to resolve complex issues
• Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issue
• Provide subject matter expertise on projects along with internal and industry related initiatives
• Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
• Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Demonstrated experience working with DTCC, Euroclear, CUSIP processes, syndicate deal accounting, and general ledger (GL) functions
• NASD Series 7 or Series 99 registration (or the ability to obtain as required)
• Bachelor's degree (BA/BS)
• Back-office operations experience, including trade entry and related operational workflows
• Solid understanding of capital markets products, industry trends, regulatory developments, and operational best practices, with the ability to support higher-risk and complex initiatives
• Well-developed communication and interpersonal skills, attention to detail, the ability to work independently, manage multiple priorities, and proficient technical skills (Microsoft Suite) with effective problem-solving capabilities
• Ability to adapt to a fast-paced environment, perform under pressure, maintain motivation and energy, and meet established deadlines
• Demonstrated ability to plan, prioritize, and execute assigned work independently
• Ability to think creatively and approach challenges thoughtfully
• Willingness to take on increasing responsibility and expand skill set over time
• Highly capable analytical and organizational skills
• A customer-service mindset supporting both internal and external clients, with clear written and verbal communication skills

• robust benefits
• competitive compensation
• programs designed to help you find work-life balance and well-being
• rewarded for investing in your community
• celebrated for being your authentic self
• empowered to grow