Trading Operations Specialist Job at Wincent (Bratislava)

Operations Specialist - Banking

Apex is seeking a highly motivated Operations Specialist to support our Banking ...

Location

United Kingdom , Belfast

Salary:

Not provided

Apex Clearing

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Finance, Economics, Business Administration, or a related field
Proven track record in brokerage or financial services operations is essential

Job Responsibility

Monitor critical operations exceptions across various financial activities such as asset transfers, corporate actions, account restrictions, and mutual fund trading
Handle a wide range of customer inquiries and requests through email and phone
Continuously acquire and update knowledge of FINRA and SEC regulations
Actively participate in initiatives to improve procedures by reducing risks and enhancing operational efficiencies

What we offer

Market-leading salary with an annual bonus
28 days of annual leave plus 10 Northern Ireland national holidays
Training and development budget
Pension matched up to 7%
Private health insurance for medical, dental, and optical care
Life insurance
Flexible working hours
Parental leave
Modern city center office
Hybrid work schedule

Fulltime

Senior Business Operations Specialist

At Boeing, we innovate and collaborate to make the world a better place. We’re c...

Location

United States , Wichita

Salary:

94800.00 - 145350.00 USD / Year

Boeing

Expiration Date

Until further notice

Requirements

Bachelor's Degree and minimum 5 years relevant experience
Must be able to make appropriate business judgements and decisions independently
Must be able to effectively manage multiple tasks simultaneously with rapid changes in priorities
Must be able to handle adverse and urgent situations
Proficient in Microsoft applications including Outlook, Word, and Excel
Strong written and oral communication skills

Job Responsibility

Leading a multi-site, global customer support team and developing standard processes across all sites
Develop and maintain positive customer relationships and addresses customer concerns in a proactive manner according to company standards
Must be able to answer complex customer inquiries on product availability, part interchangeability, maintenance, and the status of orders
Coordinates the resolution of all customer issues related to pricing, schedule, cost, quality, warranty, invoicing, and technical matters
Proactively communicates with the customer to acknowledge receipt of all customer requests and provides status reports to the customer on a regular basis
Acts as focal point for all incoming and outgoing written and verbal communication with assigned customer(s)
Ensure that the company provides the highest quality services during selected customer visits, exhibit trade shows, air shows, conferences, special events and product demonstrations, evaluations, and deliveries
Complete special projects and other duties as assigned. (e.g. invoicing, A/R, billing reviews, providing revised certs and other paperwork, collecting usage fees, concessions, new customer set up, scrubbing data for accuracy)
Maintain knowledge of Boeing Wichita organization and products to provide the appropriate information and support to customers

What we offer

health insurance
flexible spending accounts
health savings accounts
retirement savings plans
life and disability insurance programs
paid and unpaid time away from work
401(k) matching
tuition assistance program
fertility, adoption, and surrogacy benefits
up to $10,000 gift match for nonprofit organizations

Fulltime

Private Credit Data Operations Specialist

The Private Credit Data Operations Specialist is responsible for assisting in th...

Location

United States , Atlanta

Salary:

75000.00 - 100000.00 USD / Year

Voya Financial

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, or related field with 3-5 years minimum financial data experience, preferably in asset management, accounting, audit, or capital markets
Strong fixed income knowledge required and fixed income experience a plus
Expect pursuit of CFA Investment Foundations designation
Excellent verbal and written communications skills with a passion for fixed income investing and attention to detail
Exceptional analytical skills, with the ability to analyze, organize and visualize data to support Voya's fixed income strategies
Deep knowledge of Excel and PowerPoint required, and experience with WebFocus or programing a plus
Strong interpersonal skills with ability to engage with many individuals throughout the organization
Career interest as a data analyst in investment management with good comfort interfacing with internal and/or external clients
Background in CPA or CFA preferred
Ability to multi-task and work in a high-paced, team-oriented environment

Job Responsibility

Performing as a core part of IM's Private Credit Portfolio Management and Investment team, the data analyst will be responsible for data and data projects to support both internal and external clients
Supporting client portfolio management responsibilities, including preparing materials to support making investment decisions on behalf of external clients following stated investment guidelines, helping with data to maintain client portfolios, helping track and ensure portfolios remain in compliance, and other data tracking regarding on-going production and investment results
Responsible for onboarding new client relationships across the team's proprietary portfolio management systems
Supporting data analysis for internal and external clients regarding capital market analysis, individual portfolio holding updates, and portfolio performance
Contributing to quarterly client portfolio review meetings by reviewing and ensuring that data in presentations is correct and providing additional customized responses and answers in timely fashion for any ad-hoc client requests
Assist the Senior Private Credit Client Portfolio Managers in gathering and analyzing product and capital markets data, assembling support materials including commentaries, presentation books and various marketing and communication pieces
Assist Institutional Insurance Solutions Sales team in curating customized report requests and pitch books for potential client mandates
Partnering with marketing and communications to assist in a high-quality investment product and client content creation and distribution
Ongoing project coordination and communications regarding data with all parts of the organization including portfolio management, marketing and communications, operations, and IT, legal and compliance and IM's institutional distribution teams
Assist the dedicated Private & Alternative CPMs with internal and external client inquiries including customized reports, ad-hoc client requests, and RFPs with strict deadlines

What we offer

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year

Fulltime

Operations Specialist

We are looking for an Operations Specialist to support daily project coordinatio...

Location

United States , Deer Park

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience in operations, service coordination, dispatching, or project support within a fast-paced environment
Strong ability to manage schedules, prioritize competing tasks, and keep multiple jobs moving efficiently
Clear written and verbal communication skills for working with customers, field teams, and subcontractors
Familiarity with documenting deliveries, job status updates, and completion records with strong attention to detail
Ability to review vendor or subcontractor progress and follow through on outstanding work items
Proficiency with standard business systems and office tools used for scheduling, tracking, and reporting
Background supporting service-based, construction-related, or field operations environments is preferred
Exposure to customer-facing industries such as consumer banking, lending, or call center operations is a plus

Job Responsibility

Coordinate project and service schedules, distribute updates to the appropriate teams, and help maintain alignment across ongoing assignments
Communicate regularly with field supervisors to assess upcoming job demands and anticipate staffing, material, or subcontractor needs
Oversee material deliveries by confirming receipt, documenting job readiness, and ensuring records are available for accounts payable processing
Finalize completed work orders in tracking systems and confirm that job documentation is accurate and up to date
Review subcontractor work for completion, approve deliverables, and process related follow-up actions as needed
Prepare and send customer proposals, with a focus on retail fixture, banking, and residential service requests
Arrange outside service providers for trades such as plumbing, windows, doors, locks, and contract heating or cooling equipment
Track open subcontractor assignments, obtain status updates, and provide customers with clear communication on progress and next steps

What we offer

medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

Securities Advisory & Trading Specialist

Our Wealth Markets Group is dedicated to providing bespoke, institutional-grade ...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Good track record of progressive execution and advisory experience within financial services, with a significant portion dedicated to private client wealth management and demonstrable leadership in Fixed Income
Proven track record of actively delivering and executing across equity, fixed income, and credit products, including specific expertise with equity derivatives and light exotic products (e.g., listed derivatives, delta one, OTC accumulators, barrier options)
Demonstrable experience in client origination and relationship management for high-net-worth private clients and family offices
Bachelor's/University degree required
Master's degree preferred
RDR Level 4 minimum required
Expert commercial awareness and a proactive mindset, with the ability to identify client needs and match them to service delivery capabilities
Deep understanding of financial market developments and their application to private wealth strategies, with advanced knowledge of Fixed Income market mechanics and valuation
Excellent interpersonal and communication skills essential for effective engagement with internal staff and external clients
Strong IT skills essential, with an ability to assist in the development and improvement of trading platforms

Job Responsibility

Serve as the leading Fixed Income specialist for the desk, driving advanced advisory and trading solutions, and setting strategic direction within this asset class
Achieve significant P&L and revenue targets from Fixed Income mandates, employing sophisticated trading, hedging, and client-focused strategies
Provide authoritative market commentary, in-depth research, and actionable trade ideas that influence both internal desk positioning and client investment decisions in Fixed Income
Directly manage and aggressively grow a dedicated client base of 20-30 long-term accounts consisting of high-net-worth private clients and family offices, ensuring comprehensive advisory and execution across Fixed Income, Equities, Derivatives, and Credit products
Deliver expert advice and execute effectively on Equities (cash, listed derivatives, OTC exotic products) and Credit products, demonstrating a strong understanding of their market dynamics and client applications
Drive both internal and external sales initiatives, leveraging deep product knowledge to cross-sell and up-sell across all asset classes within the firm and to our client base
Actively market, originate, and close complex investment proposals and new account pitches as a core member of the integrated client team
Deliver expert ideas and investment strategy recommendations for private clients, integrating insights from Citi Research and CPB research functions across all covered products
Maintain a rigorous risk management approach with clients on their exposures, ensuring alignment with client risk tolerances and firm-wide standards across all asset classes
Appropriately assess risk in all business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets

Fulltime

Securities Advisory & Trading Specialist

Location

Luxembourg , Bertrange

Salary:

100000.00 - 160000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

A good track record of execution experience
Proven sales and trading experience in financial services across equity, fixed income, including experience with equity derivatives and light exotic products
Excellent interpersonal skills to deal with both internal staff and external clients
Self-motivated
Exposure to High-Net-Worth Private clients and Family Offices would be beneficial
Good interpersonal and communication skills essential
Strong IT skills essential
Ability to develop strong working relationships across functional and geographical lines
Ability to work to tight deadlines
Fluent spoken and written English

Job Responsibility

This role is based within the Wealth Markets Group, covering direct and indirect client activity in equity products (including cash, listed derivatives, and light OTC exotic equity products such as delta one, OTC accumulators, and barrier options), fixed income products
This position will be as a member of the team involved in covering private clients directly
Part of the integrated client team, delivering ideas and investment strategy recommendations as well as providing the highest level of tactical advice and execution to senior Citi Private Bank trading clients across equity, fixed income, and credit products directly and indirectly
Actively market and develop a dedicated client base of between 20-30 long term accounts in order to achieve business revenue and service objectives
Identify client needs and objectives within overall investment objectives and match to service delivery capabilities
Develop and update market intelligence to introduce equity, fixed income, and credit ideas and strategies through Citi Research and CPB research functions
Maintain rigorous risk management approach with clients on their exposures in line with client risk tolerances
Responsible for increasing sales across the product set from equity products (including cash equities, listed derivatives, and OTC equity derivatives such as vanilla, barrier, worst-of, delta one, accumulators, and Deccumulators), fixed income, and credit instruments
Communicate/deliver/close on client investment proposals and new account pitches as part of the overall client team
Ensure conformity with global Firm standards of client service, regulatory, compliance, and operating model

Fulltime

Investment Operations Specialist

A well-established wealth management firm in Parsippany, NJ is seeking an Invest...

Location

United States , Parsippany

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of experience in investment operations, financial services operations, or client service
Exposure to separately managed accounts, alternative investments, or structured products preferred
Strong attention to detail with the ability to manage multiple requests simultaneously
Comfortable working in systems-driven environments (CRM / workflow tools
Salesforce experience a plus)
Professional communication skills and a service-oriented mindset
Experience with platforms such as AQR, CAIS, iCapital, or similar is a plus

Job Responsibility

Manage investment and trade requests from initiation through completion
Track and move requests through workflow systems, ensuring accuracy and timeliness
Coordinate with internal teams, external partners, and custodians to resolve issues and clear exceptions
Confirm accounts are properly set up with required features, restrictions, and documentation
Maintain organized records and support reporting, reconciliations, and internal controls
Provide operational support across SMAs, alternative investments, and structured products as needed

What we offer

Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan

Critical Environment Operations Specialist

Microsoft’s Cloud Operations & Innovation (CO+I) is the engine that powers our c...

Location

United States , Boydton

Salary:

81400.00 - 161800.00 USD / Year

Microsoft Corporation

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent AND 1+ year(s) industry experience
OR 2+ years industry experience and college course work
Ability to meet Microsoft, customer and/or government security screening requirements
Microsoft Cloud Background Check
Citizenship Verification
Criminal Justice Information Services background check
Bachelor's or Technical College Degree in Computer Science, Math, Telecommunications, Electrical/Mechanical Engineering, Supply Chain Management or related field AND 5+ years experience in critical environment infrastructures or physical IT infrastructures
OR High School Qualification or equivalent AND 7+ years experience in critical environment infrastructures or physical IT infrastructures
OR equivalent experience
2+ years experience in Critical Environment infrastructures or physical IT infrastructures

Job Responsibility

Follows and adheres to processes and policy(ies) provided by security and safety governing partners
Reports immediately any safety or security issues or concerns
Participates in safety and security related Root Cause Analysis (RCA) processes as appropriate
Makes recommendations for improvements to safety and security processes or procedures
Fosters and exhibits a culture of safety
Ensures no unauthorized or unescorted personnel access in secured production environments
Manages and regularly audits physical access lists for personnel accessing secured production environments and related systems
Conducts security risk assessments of data center operations
Documents and tracks security KPIs
Demonstrates conscientiousness on cost and adheres to budget requirements

Fulltime

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Trading Operations Specialist

Job Description

Job Responsibility

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