Securities Operations Associate- reconciliations, Account opening and maintainence regulatory reporting, Excel
Core
Support low-complexity lifecycle tasks, process improvements, and operational execution in securities operations.
Role type
Associate securities operations specialist
Builds
Client account onboarding, cash payments, funding operations, custodial operations, securities settlement, structured loan operations, and general ledger reconciliation
Domain
Financial Services / Securities Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Securities operations experience, process improvement identification, policy/procedure review, trade environment navigation, data gathering and analysis, issue resolution, risk research, project coordination
Preferred skills
None stated
Technologies
Excel
Responsibilities
Review basic or tactical issues and policies, resolve low complexity escalated issues, monitor daily securities and cash production, contribute to new process implementations, assist in gathering data for issue resolution
Seniority
Entry-level to Junior, hands-on IC