Job Summary & Responsibilities
YOUR IMPACT
Do you like working on a fun, energetic, team? Are you interested in how trading systems work and being close the financial markets? The PWM Mutual Fund Operations team is seeking a professional with good attention to detail, who enjoys problem solving and is interested in the financial markets.
HOW YOU WILL FULFILL YOUR POTENTIAL
• Partner with Technology and Business stakeholders to troubleshoot and resolve complex trading issues
• Provide trade support to PWM Sales Teams
• Support trade booking and settlement workflows
• Perform trade reconciliations and ad-hoc reporting to mitigate risk and increase issue transparency
• Provide subject matter expertise and testing support for ongoing system enhancements and regulatory initiatives
SKILLS AND EXPERIENCE WE ARE LOOKING FOR
Basic Qualifications
• Bachelor's degree with at least 2 years of work experience in the financial industry
• Strong communication skills
• Proven ability to work effectively in a team environment, improve processes, and the ability to work independently as a self-starter
• Proficiency in Microsoft Excel and Outlook
Preferred Qualifications
• Prior experience with trade execution, booking, or settlement for a financial institution
• Excel VBA proficiency
