Officer, Specialist, Equity Operations, Wealth Management Operations, Technology & Operations
Core
Perform back office processing of Equity, structured investment products, notes, and bonds services, including trade checking, life cycle events monitoring, and settlement activities.
Role type
Specialist Equity Operations Officer
Builds
Back office processing workflows for equity and fixed income products
Domain
Banking / Wealth Management Operations
Required skills
Trade checking, Life cycle event monitoring, Settlement processing, Mark to Market pricing review, Transaction authorization, Regulatory compliance adherence, Operational manual adherence
Preferred skills
Team collaboration, Problem reporting
Technologies
None stated
Responsibilities
Perform trade checking, Handle Mark to Market pricing uploads, Ensure transaction authorization, Report problems and exceptions, Cooperate on team building
Seniority
Individual Contributor, Specialist level