Investment Banking Operations
Core
Managing invoice reconciliation, trade settlement, and collateral management for investment banking operations.
Role type
Investment Banking Operations Associate
Builds
Invoice trackers, payment reconciliations, and status reports for client managers
Domain
Financial Services / Investment Banking
Required skills
Invoice reconciliation, Trade settlement, Collateral management, Payables/Receivables, Broker communication, Escalation management, Report generation, Inbox management, Daily checklist execution, Stakeholder expectation management
Preferred skills
Derivatives experience, Front month/backlog management
Technologies
None stated
Responsibilities
Acknowledge and login invoices within 24 hours, reconcile invoices and manage broker payments, raise and resolve discrepancies with brokers, provide periodic status reports to client managers, manage broker escalations, maintain invoice trackers and daily hygiene items, conduct periodic checks on pending invoices
Seniority
Junior, 1-2 years experience
