Role OverviewThe Operations Analyst will support Custody, Securities, Investment, and Wealth Management Operations functions in a fast-paced environment, processing client account updates, data maintenance requests, and cash and securities transfer activities.
What You Will Do
Key responsibilities include processing client account updates, supporting cash and securities transfer activities, managing cash disbursements and receipts, generating and interpreting operational reports, and coordinating with cross-functional operational teams.
Why It Might Be a Fit
The ideal candidate will have a strong analytical, communication, and problem-solving skills, with experience in investment, securities, custody, or wealth management operations, and a Bachelor's degree in Finance, Accounting, Commerce, Economics, or related field.
Requirements
- Systematic Withdrawal Plan (SWP)
- Data amendments & account maintenance
- Custody Operations
- Securities Operations
- Investment Operations
- Wealth Management Operations
- Capital Markets (Equities & Fixed Income)
- Cash management & reconciliation
- BOXI Reporting
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