Job Description
Take the helm of Investment Implementation Services as Operations Lead, overseeing daily trade management and team productivity. Drive operational success while ensuring exceptional client service standards are met. In this agile role, you will manage the Investment Services team, directing operations and optimizing performance with your 5+ years of relevant experience.
Responsibilities
- liaise with the Middle Office, oversee trading processes, and analyze reconciliations to deliver accurate client reporting.
- supervise day-to-day operations for trading execution.
- manage relationships with external service providers.
- oversee monthly holding reconciliations.
- ensure accurate client cash position reporting.
- support Trade Operations Manager with special projects.
Qualifications
- degree in finance, economics, or related field.
- minimum 5 years’ experience in portfolio client services.
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