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Lead Institutional Investment Operations Specialist
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- We are seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as part of Corporate and Investment Banking Operations.
- The lead specialist is expected to contribute to broader team focus areas including year-end reporting, withholding, documentation, cost basis, remediation, and strategic initiatives.
- Partner with vendors, Broker Dealer Operations, Middle Offices, and other stakeholders to ensure accurate reporting, withholding, and re-imbursements
- Lead several strategic initiatives across technology, process, control, operational excellence
- 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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