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Enterprise Overview:
Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products
LOB Description:
The Managed Account Trading Senior Operations Analyst will monitor the team workflow and ensure processing deadlines are achieved on a daily basis for trade support processing, booking client allocations, processing non-market corrections and completing voluntary corporate action elections for client accounts managed by internal or 3rd party Investment Managers. Products supported include Equities, Fixed Income, Unit Investment Trusts (UITs) and Mutual Funds. All processes are performed within a robust control environment with focus on quality assurance.
Responsibilities include:
Required Skills:
Desired Skills:
Job Band:
H6
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
0
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