Front Office Trading Services, Financing Solutions (Prime and SF), Assistant Vice President
Core
Provide day-to-day support for Sales and Trading teams in Financing Solutions, acting as the primary liaison for external and internal clients across Prime Services and Secured Financing products.
Role type
Assistant Vice President, Front Office Trading Services
Builds
Financing transactions, post-trade lifecycle events, and client reporting for institutional asset owners
Domain
Capital Markets, Securities Lending, Prime Services
Required skills
Trade matching, novation processes, settlement monitoring, collateral management, corporate action processing, account onboarding, reconciliation, data quality review, exception management, client service, workflow optimization
Preferred skills
Client-facing experience, familiarity with Microsoft Office (Word, Excel, Access, PowerPoint), CoPilot usage
Technologies
Microsoft Office, CoPilot
Responsibilities
Partner with Sales & Trading to support financing transactions and post-trade lifecycle events; manage key financing activities including returns, recalls, buy-ins, and contract compares; serve as primary point of contact between Front Office and Operations; monitor trade activity and financing positions to identify exceptions; support corporate action processing; manage onboarding for new borrower accounts; respond to client and internal inquiries; perform reconciliations and data quality reviews; produce client and management reporting; monitor financing inventory and adherence to settlement obligations; act as subject matter expert for process controls and participate in strategic initiatives.
Seniority
Senior, hands-on IC
