Institutional Investment Operations Associate Manager

Job Description

In this role, you will:

• Supervise a team working on complex transactional tasks.
• Support the lifecycle of Institutional trading, while managing a group in one of the following functions; client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issues.
• Tax form Validation of W-9, W-8BEN, W-BEN-E, ECI and IMY's, Withholding, Cost basis and IRS Tax reporting.
• Identify and recommend opportunities for process improvement and risk control development.
• Collaborate with all business partners and various departments, create efficiencies and mitigate risk for team and organization.
• Make daily supervisory decisions for team of analysts and resolve issues related to team supervision, work allocation and daily operations.
• Leverage interpretation of policies, procedures and compliance requirements
• Collaborate and influence all levels of professionals including more experienced managers.
• Lead team to achieve objectives and strategy.
• Manage allocation of people and financial resources for Institutional Investment Operations group.
• Mentor and guide talent development of direct reports and assist in hiring talent.

Required Qualifications:

• 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ years of Leadership experience