CareerPlan

Custody Service Lead Analyst

TAMPA, Florida, United States of AmericaFull-time$93k2026-09-10 → 2026-11-10

Core

Lead client resolution and support activities for Global and Local Custody clients across Transaction Management, Cash/FX, and Asset Servicing, addressing external customer issues and managing complex queries.

Role type

Senior IC Custody Service Lead Analyst

Builds

Operational services and client support for Custody, Funds & Execution Services

Domain

Financial Services / Custody Operations

Deliverable

client delivery

Required skills

Custody operations expertise, fraud mitigation, risk management, process improvement, crisis management, stakeholder influence, analytical problem-solving

Preferred skills

Master's degree

Technologies

N/A

Responsibilities

Develop and exercise business plans, policies, and procedures to improve efficiencies; Manage specific products or processes within Custody Business infrastructure (Settlements, Asset Servicing, Cash/FX, Tax); Analyze operational flows for risks and drive remediation of aged queries; Oversee complex analyses to identify authentication and procedure gaps; Ensure balance between fraud risk, operational cost, and customer experience; Update Manager Control Assessment (MCA) process; Assess risk and drive compliance with laws and regulations.

Seniority

Senior, hands-on IC