Monitor and execute trade activity & reconciliation across Fixed Income & Equity SMAs, including corporate bonds, municipals, treasuries, Equities, and structured products
Job Summary
Monitor and execute trade activity & reconciliation across Fixed Income & Equity SMAs, including corporate bonds, municipals, treasuries, Equities, and structured products.
As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world.
We offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth.
Matching Summary
Monitor and execute trade activity & reconciliation across Fixed Income & Equity SMAs, including corporate bonds, municipals, treasuries, Equities, and structured products.
Skills & Requirements
Must-have
Trade activity & reconciliation
Client level reconciliation
Resolve trade discrepancies
Corporate actions research
MS Excel and MS Office proficiency
Nice-to-have
Continuous improvement initiatives
Team building and leadership
Open-minded and flexible
Quality and process improvement concepts
Key Requirements
5 to 8 Years Investment Operations Industry Experience
MBA or any other Professional qualification with Finance as Major Specialization