Investment Systems & Operations Lead

B.F. Saul Company
Bethesda, MD
Category Operations
Job Description
Chevy Chase Trust is seeking an Investment Systems & Operations Lead to coordinate activities between client services, operations, and the back-office service provider, develop best practices and tools to improve workflows and efficiency, and manage simultaneous work requests and projects.

Requirements

  • Proven interpersonal, team oriented skills
  • Strong knowledge of securities transactions, applicable regulations, and internal controls
  • Self-starter with a strong initiative and ability to work independently
  • Strong problem solving skills
  • Able to organize/manage multiple priorities and projects coupled with the flexibility to quickly adapt to ever changing business needs and requirements
  • High attention to detail, excellent follow-through
  • Strong spreadsheet, database, and reporting skills. Experience with Excel, Word, Access and Outlook

Benefits

  • Health/Medical Insurance including Dental and Vision
  • 401(k) with company match
  • Paid time off
  • Bonus/Target Incentive
  • Tuition Reimbursement
  • Complimentary usage of modern in-house fitness center
  • On-premise full-service dining center discounts
  • Discounts via the company’s EAP
  • Monthly Employee Recognition Programs
  • Referral bonus
  • Pre-tax transportation options
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