Senior Investment Operation Specialist
Core
Subject matter expert handling complex transactions, client engagement, exception management, and process optimization in investment operations.
Role type
Senior Investment Operations Specialist
Builds
Operational reports, process improvements, and resolved trade/corporate action exceptions.
Domain
Financial Services / Investment Operations
Required skills
Securities processing, corporate actions, reconciliations, operational risk, trade breaks management, stakeholder liaison, process improvement, mentoring
Preferred skills
None stated
Technologies
None stated
Responsibilities
Act as primary point of contact for complex trade and exception issues; Coordinate with clients, custodians, and vendors; Oversee verification of corporate actions and transactions; Resolve reconciliation discrepancies; Manage system exceptions; Mentor junior analysts; Develop reference materials and procedures; Represent team in operational reviews.
Seniority
Senior, hands-on IC with leadership influence