Sr. Ops. Analyst- Institutional Retirement Investment Services

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Job description

Job Description:

Enterprise Overview:

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

LOB Description:

The Institutional Retirement - Reserve Share Operations Sr. Specialist will be responsible for handling Equity transactions including, but not limited to Reserved Share Operations and Institutional Retirement Trading. The incumbent will collaborate with various internal and external business partners, including Financial Advisors, Trading desks, Sales teams, and Transfer Agents. The ideal candidate should have a moderate understanding of investments, be well organized, have an ability to handle multiple functions under tight deadlines, and have strong communication skills.

The duties of this particular role include, but are not limited to:

• Communicating Reserve Share Deal information to external parties
• Processing Indication of Interest forms in ODM application
• Validating key control reports
• Performing Quality Assurance

Required Skills:

• Strong organizational skills
• Strong communication skills (verbal and written)
• Strong problem-solving and decision-making skills
• Time management skills
• Moderate knowledge of investments and financial markets preferred

Job Band:

H6

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

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Job Description:

Enterprise Overview:

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

LOB Description:

The Institutional Retirement - Reserve Share Operations Sr. Specialist will be responsible for handling Equity transactions including, but not limited to Reserved Share Operations and Institutional Retirement Trading. The incumbent will collaborate with various internal and external business partners, including Financial Advisors, Trading desks, Sales teams, and Transfer Agents. The ideal candidate should have a moderate understanding of investments, be well organized, have an ability to handle multiple functions under tight deadlines, and have strong communication skills.

The duties of this particular role include, but are not limited to:

• Communicating Reserve Share Deal information to external parties
• Processing Indication of Interest forms in ODM application
• Validating key control reports
• Performing Quality Assurance

Required Skills:

• Strong organizational skills
• Strong communication skills (verbal and written)
• Strong problem-solving and decision-making skills
• Time management skills
• Moderate knowledge of investments and financial markets preferred

Job Band:

H6

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description: Enterprise Overview:

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

LOB Description:

The Institutional Retirement - Reserve Share Operations Sr. Specialist will be responsible for handling Equity transactions including, but not limited to Reserved Share Operations and Institutional Retirement Trading. The incumbent will collaborate with various internal and external business partners, including Financial Advisors, Trading desks, Sales teams, and Transfer Agents. The ideal candidate should have a moderate understanding of investments, be well organized, have an ability to handle multiple functions under tight deadlines, and have strong communication skills.

The duties of this particular role include, but are not limited to:

• Communicating Reserve Share Deal information to external parties
• Processing Indication of Interest forms in ODM application
• Validating key control reports
• Performing Quality Assurance

Required Skills:

• Strong organizational skills
• Strong communication skills (verbal and written)
• Strong problem-solving and decision-making skills
• Time management skills
• Moderate knowledge of investments and financial markets preferred

Shift:

1st shift (United States of America)

Hours Per Week:

40