Institutional Investment Operations Representative
Core
Execute operational tasks for routine and medium complex institutional trades, ensuring compliance and resolving process issues.
Role type
Institutional Investment Operations Representative
Builds
Operational support for institutional trading functions
Domain
Financial Services / Investment Operations
Deliverable
client delivery
Required skills
Institutional Investment Operations support, trade execution, compliance adherence, process resolution, document review, audit support, stakeholder collaboration
Preferred skills
None stated
Technologies
None stated
Responsibilities
Perform operational tasks for routine and medium complex institutional trades, review time-sensitive documents, support audit requirements, address compliance and corporate governance issues, interact with internal and external customers, resolve issues with peers and managers
Seniority
Entry-level, 1+ year experience