Job Description

Top Skills

• Bachelor's Degree Required
• Excel proficiency
• Previous financial services experience a plus
• VBA, Alteryx, and PowerBI a plus
• Motivated candidates

Department Profile

Operations is one of the largest divisions in the firm, responsible for settling and recording millions of transactions daily, identifying and mitigating operational risks, developing strong client relationships, and partnering with technology to fully realize IT and e-solution potentials. The department continually seeks improvements while actively supporting the development of new businesses, structures, and markets.

Capital Markets, Core Processing, and Risk provide operational support to the Capital Markets business within Wealth Management. CMCPR has an embedded Change Control team in each silo responsible for managing both “Change the Bank” and “Run the Bank” change programs. The team works closely with Operations, IT, and Business stakeholders to analyze, define, and deliver technology and operational processes. Members are expected to take leadership roles and take personal accountability for delivering first-class solutions and products.

The Clearing & Settlement team for CMCPR interacts frequently with Business Specialists (Financial Advisors), Branch Management, Compliance, and Risk Teams. The team also serves as the liaison between the field and business units/trading desks, managing conflicting events throughout the day.

The team is responsible for supporting the trade lifecycle, including settlement across various asset classes and trade matching platforms. Candidates will perform suspense account reconciliation and balancing. The role involves heavy interaction with internal and external financial advisors, Core Settlements departments, trading desks, and external market centers/counterparties.

Qualifications

• Bachelor's Degree
• Minimum of 2 years of financial services industry experience
• General knowledge of financial markets and investment products, specifically Trade Clearance and Settlements (DTCC, Fed, Government, Muni)
• Excellent written and verbal communication skills
• Self-motivated with high attention to detail
• Ability to adapt in a fast-paced environment, focusing on innovation and flexibility
• Strong time management skills, able to prioritize competing tasks
• Team player, with the ability to work independently as well
• Ability to quickly learn and apply new knowledge
• Strong problem-solving and reasoning skills
• Ability to think and act like an owner
• Proficiency in Microsoft Excel; VBA a plus

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