This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures.
Responsibilities:
- Candidates will have responsibility for reconciliation of specific settlement flows and products for the ETD lines of business.
- The successful candidate will assist the ETD Receivable teams in Charlotte whilst also working to ensure that a robust control framework is in place and that the process is run in a risk controlled environment.
- The successful candidate will drive process improvement opportunities, new process integration, regulatory reform or any other associated initiatives
- Maintains accuracy of client portfolio using internal and external comparison tools
- Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling
- Explores methods to enhance processes, further reduce risks, and boost client experience
- Partners with colleagues on the trade and sales support teams, as well as external agents
- Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting
- Escalates potential risks and exposures to manager in a timely manner
- Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions
Required Skills:
- Excel ( Macros, Pivot tables )
- Good Customer Services Skills ( Phone, Verbal, Online)
- Financial experience ( securities or mortgage or loan, invoicing)
- Ability to manage and resolve queries independently and able to demonstrate a logical approach to problem solving
- Ability to communicate clearly and precisely in both written and verbal context
- Ability to work under pressure and maintain high standards when dealing with tight deadlines, high volumes and demanding clients
- Ability to partner with key stakeholders from front office sales and trading, Finance and the COO group
- Attention to Detail
- Critical Thinking
- Data Collection and Entry
- Recording/Organizing Information
- Research
1st shift (United States of America)