Investment Management Liaison
Core
Senior client and internal liaison for complex trade inquiries affecting investment management clients, leading end-to-end coordination of high-risk, time-sensitive matters involving trade capture, settlement, and failed trades.
Role type
Senior IC investment operations liaison
Builds
Repeatable playbooks, decision trees, escalation paths, and operating procedures for trade servicing
Domain
Financial services / Investment management / Trade operations
Deliverable
client delivery
Required skills
Complex trade inquiry management, cross-functional coordination, root-cause analysis, process improvement, stakeholder influence, regulatory compliance knowledge
Preferred skills
Investment trade lifecycle expertise, playbook development, analytical judgment, matrixed environment leadership
Technologies
Trade capture systems, settlement platforms, risk management tools
Responsibilities
Lead end-to-end coordination of high-risk trade inquiries; Establish clear ownership and drive timely resolution across Product, Operations, Risk, and Technology teams; Translate technical issues into client-ready guidance; Develop repeatable playbooks and operating procedures; Identify recurring themes and recommend process or control improvements
Seniority
Senior, hands-on IC