Operations Specialist

6 days ago


Salt Lake, Utah, United States eTeam Full time

Job Title: Global Banking & Markets - Prime Operations – Analyst

Job Location: Global Banking & Markets

Job Duration: 6 Months

Reason: Vacant Position

Department: Prime Brokerage & BD Ops

Job Category: Operations

Job Description:

Key Responsibilities:

YOUR IMPACT

  • Provide exceptional client service to institutional clients by processing asset transfers and handling client inquiries.

OUR IMPACT

  • Operations is a dynamic division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world.
  • In addition, Operations provides essential risk management and control to preserve and enhance the firm's assets and its reputation.
  • For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.
  • Custody Services is responsible for providing centralized asset transfer services to Prime Brokerage and Prime Clearing clients.
  • Our success is derived from a combination of process efficiency and adherence to Controls and risk management principles.
  • We excel at finding commercial solutions that meet our clients' needs without compromising risk and control.

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Work closely with clients and client services teams to process asset transfer requests.
  • Investigate exceptions in our internal books and records to identify resolution and escalate issues as they arise.
  • Collaborate with Treasury Operations to minimize settlement delays for clients and mitigate the impact of large client transfers to firm funding projections.
  • Analyze and improve processes and procedures to reduce risk and eliminate repetitive effort.
  • Help influence client behavior to achieve superior operational and client service outcomes.

Requirements:

BASIC QUALIFICATIONS

  • Must be comfortable presenting complex information in a structured and concise manner and be able to work in a fast-paced environment with multiple processing deadlines throughout the day.
  • Razor-sharp attention to detail paired with prudent risk aversion and control-forward thinking.
  • Constant drive to implement process improvement and challenge inefficiencies.
  • Strong interpersonal skills and ability to work well with a team.
  • Ability to manage smaller projects and initiatives, influence others, and implement change in a consensus-driven environment.

PREFERRED QUALIFICATIONS

  • Proficiency in Microsoft Excel, specifically pivot tables, look up functions, and general data analysis VBA coding and Excel/Outlook macro experience a plus but not required.

Education:

Bachelor's degree



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