Capital Markets Product Specialist-Team Lead

4 weeks ago

Charlotte, North Carolina, United States Truist Inc Full time
Job Summary

This role is responsible for providing product and/or processing expertise within Derivative Trading, Securities Trading, Loan Trading or Agency Services Lines of Business within Capital Markets Operations.

Key responsibilities include working on and providing guidance on core operational tasks including Client On-Boarding, Trade Capture, Securities Settlement and Clearance, Confirmations, Client Support or Margin/Collateral processing.

This role requires the ability to work in a fast-paced environment, multitask with strong communication skills, and to effectively work alongside and communicate with external clients as well as Technology, Compliance, Risk, Legal, Sales and Trading internal partners.

Essential Duties and Responsibilities
  • Process transactions as specifically required by job function and work independently to complete daily tasks within specified time parameters.
  • Interact with clients, teammates from the LOB and other support teammates to process requests and resolve issues.
  • Engage in initiatives and projects associated with functional areas and provide subject matter expertise, as needed.
  • Ensure functional procedures and controls are being followed and maintained.
  • Requires a level of proficiency in specific products and technology associated with Capital Markets.
Qualifications
  • BS/BA Degree, or equivalent education.
  • Thorough Understanding of Microsoft Office software, especially Excel.
  • Knowledge of brokerage systems or operations.
  • In-depth knowledge of financial industry, products, and regulatory environment.
  • Excellent interpersonal, time management and problem-solving skills.
Preferred Qualifications
  • Eight years of capital markets operations experience with functional knowledge of brokerage systems and operations.
  • Ability to collect, analyze, interpret, report and communicate data effectively.
  • Ability to research, review facts and apply analysis in order to formulate strategies.
  • FINRA Series 99 or 7.
  • Master's Degree (e.g., MBA, CFA, JD etc.).
  • Advanced user of Excel with macro knowledge.

Truist offers a comprehensive benefits package to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan.

Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

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