Senior Specialist, Investment Operation
Core
Senior Specialist providing advanced operational support, issue resolution, and risk mitigation for the investment trade lifecycle including trade matching, settlements, cash management, and term loans.
Role type
Senior Specialist, Investment Operations (Middle Office)
Builds
Accurate and timely processing of investment transactions across multiple asset classes and global markets.
Domain
Financial Services / Investment Operations
Required skills
Trade lifecycle management, Settlements, Cash management, Term loans, Reconciliations, Root cause analysis, Process improvement, Stakeholder management, Operational risk management, System implementations
Preferred skills
Power Platform tools, VBA, Bloomberg, Custodian portals, Aladdin, Power BI, Data visualization, Regulatory compliance knowledge, Cross-functional issue resolution
Technologies
Microsoft Office, Power Platform, VBA, Bloomberg, OMGEO CTM, Simcorp, Aladdin, Power BI, Power Automate
Responsibilities
Serve as primary SME for assigned Investment Operations functions; Investigate and resolve complex trade, cash, and settlement exceptions; Act as escalation point for operational incidents; Lead root cause analysis and implement sustainable solutions; Develop and enhance operational procedures and controls; Drive process improvement and automation initiatives; Provide coaching and training to team members; Monitor operational risk indicators and control gaps.
Seniority
Senior, hands-on IC