This role serves as a critical liaison between clients, business partners, and internal stakeholders within the Investment Operations Team
Job Summary
This role serves as a critical liaison between clients, business partners, and internal stakeholders within the Investment Operations Team.
Primary responsibilities include executing trades, coordinating rebalancing activities, and managing cash settlement with strict adherence to policies.
The successful candidate will collaborate with external financial institutions to resolve operational issues and ensure regulatory compliance.
Matching Summary
Match Score: 75
This role serves as a critical liaison between clients, business partners, and internal stakeholders within the Investment Operations Team.
Skills & Requirements
Must-have
Trade execution and placement
Cash management and reconciliation
Regulatory compliance adherence
Cross-functional collaboration
Discrepancy resolution
Nice-to-have
Strong attention to detail
Ability to work independently
Initiative and drive
Adaptability to change
Excellent communication skills
Key Requirements
Minimum Diploma in Banking & Finance or equivalent
Prior experience in investment operations and trade execution
CMS license representative (CM-EIP, CM-SIP, RES 3) preferred
Proficiency in Microsoft Office applications including Excel and Power Automate