Sec & Derivatives Mgr - Avp- Tampa- Hybrid

4 weeks ago

Tampa, United States Citi Full time

**Job Background/context**

Responsible for providing high service level operational client support for high focus Prime Brokerage clients as well as supporting the team manager in project work and ad-hoc requests assigned the team.The primary role will incorporate all aspects of Equity and Fixed Income Prime Brokerage operational client service - covering trade handling, free cash movements, fails management and client account queries.

This is a client-focused role with large volumes and quick turnarounds with an increasing focus on providing innovative value add services to increase the client experience, potential business revenue whilst reducing Manual Touchpoints (MTP’s) and driving operational efficiency.

**Key Responsibilities**
- Main point of contact for client/administrator operational queries
- Trade handling across equity and fixed income PB, including trade capture, trade kick-outs, broker mapping and connectivity issue resolution with clients/administrators
- Management of client trade activity, liaising with settlements and clients to resolve any issues
- Management of client cash activity, authorisations, reporting and query resolution
- Review client cash balances / portfolios for operational issues
- Documentation and publication of MIS where required
- Completion of all daily processes and controls including ad-hoc tasks that may be assigned.
- Driving initiatives to reduce Manual Touch Points (MTP’s) for local and global team.
- Helping to maintain a culture and environment where processes, risks and controls are continually monitored, and potential risks escalated on a timely basis
- Helping to develop an effective control framework that fully meets audit, compliance and regulatory requirements; delivery of periodic presentations to external regulators as required.
- Contribute to the creation of an infrastructure and tool set that will effectively manage risk and service our clients to a high standard.

**Key Characteristics**
- ** Operational Expertise**: demonstrate considerable understanding of key operational functions such as Settlements, Reconciliations, Trade Support, Treasury and Corporate Actions
- ** Product Knowledge**: demonstrate high-level knowledge and understanding of the Cash Equity and Fixed Income PB products. A general knowledge of other PFD1 products such as Swap/Synthetic PB and Stock Lending is also highly desirable.
- ** Client Presentation**: An ability to be articulate, confident, intellectually agile and professional in appearance and manner so that the franchise is well represented. Team members should have the skillset to lead client meetings at hedge fund premises on topics such as Metric Pack presentation, Yearly/Half Year/Quarterly PB client service reviews or ad-hoc issue/resolution meetings.
- ** Innovation/Creative Thinking**: Each team member should offer creative and innovative solutions (based on their skills above) to client issues when they arise. Members should also look to harness these innovation skills to develop a record of process improvement, procedure control strengthening and reduction of manual touch points (MTPs).
- ** Business Liaison**: Team members will partner with the business and Client Executive team to facilitate the following; New business pitches, smooth on-boarding of new clients, ad-hoc issue solution and product/platform capability questions.

**Qualifications ,Experience and Skills**:

- BS/BA degree or equivalent work experience preferred.
- Energetic, flexible, collaborative and proactive; a leader who can positively and productively add product impact to both strategic and tactical technology.
- Strong, influential communicator who is articulate and concise
- Strong risk management and control mindset
- Provides evaluative judgement based on analysis of factual information in complicated, unique and dynamic situations; draws on diverse range of internal and external sources.
- Self reliant, good problem solver, results orientated.
- Ability to establish and build trust with professionals throughout the business.
- Client Service experience essential, preferably within Prime Brokerage
- Solid understanding of life-cycle of trade processing for significant product type (Equity / Fixed Income / Derivatives). Includes trade capture, settlements and reconciliations for the Equity and Fixed Income Prime Brokerage area.
- Experience and understanding of cash payments, reconciliations and corporate actions preferable
- **Job Family Group**:
Operations - Transaction Services
- **Job Family**:
Securities and Derivatives Processing
- **Time Type**:
Full time
- **Primary Location**:
Tampa Florida United States
- **Primary Location Full Time Salary Range**:
$79,120.00 - $118,680.00
- **Anticipated Posting Close Date**:
Jun 13, 2024
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender ident

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