Serve as the central point of contact for all investment operations-related questions and issues. Conduct trade reconciliation activities to ensure accuracy and compliance with regulatory requirements. Monitor and resolve discrepancies in trade settlements and investment transactions. Collaborate with internal teams to streamline operational processes and enhance efficiency. Assist in the preparation and distribution of client reports and communications related to investment activities. Provide ... more details
Top tier financial services firm
Competitive Compensation
About Our Client
Prominent financial services company
Job Description
Serve as the central point of contact for all investment operations-related questions and issues.
Conduct trade reconciliation activities to ensure accuracy and compliance with regulatory requirements.
Monitor and resolve discrepancies in trade settlements and investment transactions.
Collaborate with internal teams to streamline operational processes and enhance efficiency.
Assist in the preparation and distribution of client reports and communications related to investment activities.
Provide exceptional customer service to clients, addressing inquiries promptly and professionally.
Support senior analysts and managers in various projects and initiatives as needed.
Stay updated on industry trends, regulatory changes, and best practices in investment operations.
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
The Successful Applicant
Bachelor's degree in Finance, Economics, Business Administration, or related field.
Minimum of 2 years of experience in financial services, with a focus on investment operations.
Proven experience in trade reconciliation and familiarity with trade settlement processes.
Strong analytical skills with the ability to identify and resolve issues efficiently.
Excellent communication skills, both verbal and written, with a customer-centric approach.
Detail-oriented mindset with a commitment to accuracy and thoroughness.
Proficiency in financial software and systems; familiarity with Bloomberg Terminal is a plus.
Ability to work effectively both independently and as part of a team in a fast-paced environment.
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