The Securities & Derivatives Lead Analyst Vice President is responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team
Job Summary
The Securities & Derivatives Lead Analyst Vice President is responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team.
This role facilitates the clearance, settlement and investigation of client securities and derivatives transactions, including identifying project resources, monitoring work and budget, and mitigating risks.
The Senior Operations Expert – VP is a high‑performing individual contributor and one of the firm’s most knowledgeable specialists in Americas Non‑Financial Regulatory Reporting (NFRR) for Wealth Management.
Matching Summary
The Securities & Derivatives Lead Analyst Vice President is responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team.
Salary
Base: $103,920.00 - $155,880.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
Skills & Requirements
Must-have
Securities and Derivatives processing
Hedge fund activities
Net Asset Value calculation
Regulatory reporting
Transaction Services
Nice-to-have
Client discovery and due diligence
Service quality assessment
Coaching lower level personnel
Risk assessment and compliance
Key Requirements
6-10 years of relevant experience
Bachelor’s Degree/University degree or equivalent experience
Master’s degree preferred
Advanced knowledge of hedge funds activities
Clear and concise written and verbal communication skills