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Settlement Specialist
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- The Institutional Investment Operations team provides essential support for institutional trades, encompassing client account onboarding, cash payment processing, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation.
- Monitor CNS obligations and liaise with Securities Lending to remediate short positions and fails to receive.
- Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, and resolve confirmation and ISDA related issues.
- 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through work experience, training, military experience, or education.
- 3+ years of experience in the securities industry with emphasis on buy-in and international trade settlement.
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