Investment Banking Specialist

2 days ago


Salt Lake, Utah, United States Strategic Staffing Solutions Full time
Job Title: Investment Banking Specialist

Strategic Staffing Solutions is seeking a highly skilled Investment Banking Specialist to join our team. As a key member of our Financial Services division, you will be responsible for providing investment oversight and support to our clients in the Wealth Management/Investment Banking industry.

Key Responsibilities:

  • Learn daily operational tasks and business initiatives quickly to add value as a subject matter expert.
  • Work closely with teams and colleagues across the globe to deliver the best experience for our clients by leveraging available resources or developing process improvements.
  • Understand and be consistent with the policies and procedures documented by the team.
  • Assist with recurring divisional and regulatory functions (e.g., quarterly, and annual operational risk assessments).
  • Drive consistency across various XIG business channels, including elimination of manual processes, and adoption of best practices.
  • Ability to self-direct, analyze, evaluate, and form independent and effective thought leadership in navigating evolving financial regulatory landscapes.
  • Provide excellent service when responding to requests and inquiries. Ensure complete accuracy in all work. Interpret and determine client needs and prioritize or escalate work as needed.
  • Review indicators proactively the operational issues/concerns with the goal of resolving such issues before client impact.
  • Review account level metrics as defined by operating standards and research, escalate, and remediate exceptions as appropriate.

Requirements:

  • Prefer 1 to 5 years of professional experience.
  • Be highly collaborative, team-oriented and strong consensus builder.
  • Demonstrate strong communication and interpersonal skills both written and oral.
  • Strong attention to detail and experience producing complex customized client materials with highest degree of accuracy.
  • Advanced or highly proficient with Excel. Candidate is also expected to demonstrate adaptability to other software products.

Preferred Qualifications:

  • Previous experience in Operations and/or Financial Services industry.
  • Demonstrate ability to partner across product groups, regions and functional responsibilities.
  • Be a strategic thinker, possesses strong facilitation and data gathering skills.
  • Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions.
  • Possess experience in risk management concepts and processes.

Education:

Bachelor's degree - REQUIRED


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