Sr. Operations Team Lead
Core
Overseeing the Operations team and ensuring they meet deadlines, execute, and coordinate tasks for Private Bank trading and operational support.
Role type
Senior IC Trade Support Manager
Builds
Daily oversight of trading and operational support, delivery and settlement of Equity and Fixed Income security transactions
Domain
Finance / Fixed Income and Equity Investments
Required skills
Operations management, Trade matching and affirmation, Risk mitigation, Project leadership, Compliance adherence, Fixed income and equity investments knowledge
Preferred skills
Trade Support best practices, Charles River, Bloomberg, OMGEO, CTM, Oasys, PACE, TradeWeb, MarketAxess
Technologies
Charles River, Bloomberg, OMGEO, CTM, Oasys, PACE, TradeWeb, MarketAxess
Responsibilities
Daily escalation point for exceptions involving trading, custodian banks, brokers and fund accounting; Leading department initiatives to enhance client service and reduce risk; Reviewing and updating department procedures and policies; Ensuring compliance to all levels of audit and compliance
Seniority
Manager, hands-on IC