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Trading Operations Manager

4 months ago

San Antonio, United States JCW Full time

I'm Partnering with a large regional bank looking for a skilled Trading Operations Manager to join the team. In this role, you will manage a team of 6 and provide guidance and support to ensure accurate and compliant processing of investment transactions.


***This role is 5 days a week onsite***


Responsibilities:

  • Lead and support team for accurate and compliant investment transaction processing
  • Handle customer inquiries, open Safekeeping Accounts, and onboard new clients/customers
  • Review and approve investment transactions, ensuring compliance
  • Maintain expertise in bond trade life cycles and resolve trade settlement issues
  • Identify and implement process improvements and training plans
  • Manage system administration and testing for various platforms


Skills:

  • 6+ years of financial operations experience
  • Tradesuite experience is a must
  • Experience with InTrader, Bloomberg TOMs, or Safekeeping Online Portal
  • Strong customer service, organization, and problem-solving skills
  • Proficiency in Microsoft applications
  • Capital Markets or Brokerage experience, management, accounting, familiarity with FIS systems
  • Bonds/fixed-income experience would be a plus