CareerPlan

Settlement Team Lead

Hong Kong, Hong Kong, HKFull-time2026-07-07 → 2026-11-10
On-site

Core

Overseeing key operational functions, ensuring compliance, and supporting strategic initiatives for financial services operations.

Role type

Senior IC settlement team lead

Builds

Efficient trade settlement workflows and onboarding processes

Domain

Financial services operations

Required skills

Trade settlement management, reconciliation, trade lifecycle management, budgeting, financial forecasting, capacity planning, cross-departmental collaboration, system migration oversight, UAT coordination

Preferred skills

Bloomberg, Tableau

Technologies

MS Office (Word, Excel, PowerPoint), Bloomberg, Tableau

Responsibilities

Lead and supervise the daily activities of the operations team to ensure precise, efficient trade settlements and onboarding processes; Monitor transaction flows, manage escalations, and resolve complex or exceptional cases promptly; Oversee reconciliation activities, trade lifecycle management, and related workflows; Drive departmental budgeting, financial forecasting, and capacity planning efforts; Collaborate closely with Risk, Compliance, Finance, and IT divisions to strengthen operational processes and support business expansion; Contribute to strategic projects such as system migrations, UAT, and other high-priority initiatives

Seniority

Senior, hands-on IC