Senior Institutional Investment Operations Representative

• Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systems
• Provide ideas for improving or implementing processes
• Perform moderately complex duties such as processing, researching inquires, and reconciling transactions
• Review time sensitive documents
• Provide training or work direction to less experienced staff
• Support audit requirements within the process
• Address compliance and corporate governance issues for the department
• Lead or participate in projects
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external customers as per prescribed process or procedure
• Identify and drive process re-engineering or transformation opportunities within the process
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

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

• Monitor real-time trading activity, including blotter checks, T0 queue, cancels/corrects, and timely resolution of trade exceptions
• Manage end-to-end trade lifecycle for Bonds and Equities, including CTM trade affirmation, allocations, and production of key operational metrics and reports
• Investigate and resolve trade fails, disputes, and trade/position breaks arising from FOBO, internal, external, and OTC market reconciliations
• Demonstrate strong knowledge of Fixed Income and Equity products, securities processing, and market practices
• Operate effectively in a fast-paced, deadline-driven environment with strong organization, multitasking, and prioritization skills
• Collaborate closely with clients, regional teams, peers, and Sales/Trading desks to ensure timely issue resolution and business support
• Identify and recommend process improvements and risk control enhancements
• assist in interpreting and developing operational policies and procedures
• Exhibit a high standard of integrity, reliability, and teamwork while maintaining a strong risk and control mindset