Middle Office, Senior Associate
Core
Senior Associate in Transaction Management supporting premier investment management clients with trade confirmations, settlements, and reporting.
Role type
Senior Associate, Middle Office Transaction Management
Builds
Trade confirmations, settlements, and reporting for investment management clients
Domain
Financial Services / Investment Management Operations
Deliverable
client delivery
Required skills
trade confirmation, trade settlement, trade reporting, directed lending instructions, wire transfers, trade exception handling, client inquiry resolution, SLA adherence, daily transaction processing, broker review participation, new market initiatives setup, audit and risk management contribution
Preferred skills
Investment Management industry knowledge, Investment Manager Operations understanding, State Street operations familiarity, Microsoft Office proficiency (Word, Outlook, Excel)
Responsibilities
Provide high-standard support to internal and external clients; ensure timely response to client queries; process daily transactions; participate in semi-annual broker review meetings; facilitate new market initiatives; contribute to audit and risk management projects.
Seniority
Senior, hands-on IC