SR Operations Team Lead
Core
Overseeing the Operations team and ensuring they meet deadlines, execute, and coordinate tasks for Private Bank trade support.
Role type
Senior IC operations team lead (trade support)
Builds
Daily oversight of trading and operational support to Private Bank
Domain
Finance + Trade Support
Required skills
trade matching, affirmation, delivery of security transactions, exception handling, project leadership, business case development, procedure updates, audit compliance, fixed income/equity investments
Preferred skills
Charles River, Bloomberg, OMGEO, CTM, Oasys, PACE, TradeWeb, MarketAxess
Technologies
Charles River, Bloomberg, OMGEO, CTM, Oasys, PACE, TradeWeb, MarketAxess
Responsibilities
Daily escalation point for exceptions involving trading, custodian banks, brokers and fund accounting; Oversight of trade matching, affirmation and the delivery of security transactions to custodian banks and interested parties; Leading department initiatives and projects that enhance client service, improve straight through processing and reduce risk; Working with technology and business partners to create business cases, secure funding and implement to production on mutually agreed upon schedules; Reviewing and updating department procedures and policies; Ensuring all Trade Support Service Level Agreement's are adhered to; Ensuring compliance to all levels of audit and compliance (laws, rules and regulations)
Seniority
Senior, hands-on IC