The Lead – OTC Operations will own end-to-end operations for Over the Counter (OTC) and unlisted products within Private Wealth Management. The role requires deep product knowledge, strong control discipline, and the ability to build and lead a specialized team across fixed income settlement, secondary AIF execution, and unlisted equity/CCPS and CCD transactions

Key Responsibilities

Trade Execution & Settlement

• Own trade execution and settlement across OTC Fixed Income instruments, ensuring timely and accurate settlement.
• Manage end-to-end execution for unlisted equity, CCPS, and CCD trades, coordinating with counterparties, custodians, and RTAs.
• Coordinate with counterparty operations teams to resolve confirmation mismatches and settlement fails.

Secondary AIF Documentation & Execution

• Drive documentation and execution for secondary AIF transactio...