Position Overview
Join a dynamic institutional administration team as an Equity Settlements and Process Analyst. This role focuses on processing securities trades, ensuring efficient settlements, and managing back-office activities for client accounts.
This position requires a strong candidate with at least two years of investment industry experience, exceptional organizational skills, and the ability to navigate complex problem-solving scenarios. You'll be responsible for overseeing trade settlements while ensuring compliance and effectively communicating with brokers and custodians.
Key Responsibilities:
β’ Process and settle equity and money market trades
β’ Resolve trade settlement problems through active communication
β’ Monitor and escalate compliance warnings promptly
β’ Reconcile daily cash balances for specific accounts
β’ Generate regular reports on trading and cash flows
Requirements:
β’ Post-secondary degree in business or ...