Job responsibilities
- Oversee the end-to-end trade processing control, ensuring accurate order entry, trade execution, and settlement in line with operational policies and precedents.
- Utilize advanced knowledge of market products to monitor and manage asset and cash levels, identifying trends and potential risks.
- Implement automation technologies and data analysis techniques to optimize trading systems, enhance efficiency, and inform strategic decisions.
- Lead and manage a diverse team, fostering a culture of continuous improvement and innovation in our trading services.
- Engage with internal stakeholders, leveraging strong presentation skills to communicate insights, drive change, and align operations with the firm's strategic objectives.
- Define and write clear requirements, and prioritize delivery in order to maximize the business value of the investment working closely with Business Owner/Product Director/Design to achieve combined goal.
- Lead product support for multiple loan trading applications, including issue tracking, user and stakeholder communications, and release planning and prioritization..
Required qualifications, capabilities, and skills
- 7+ years of experience or equivalent expertise in trading services, specifically in order execution, trade execution, and settlement.
- Demonstrated advanced skills in using automation technologies to optimize trading systems and processes.
- Advanced knowledge of market products, including their definitions, operating procedures, and relevant industry regulations.
- Proven ability to lead and manage a diverse team, with a focus on fostering continuous improvement and innovation.
- Expertise in data analysis techniques, with the ability to communicate data-driven insights effectively to inform strategic decisions.
- Expertise to create presentations across various levels. Ability to deliver in person & virtual presentations to senior management and stakeholders.
- Coordinate and lead meetings; host subgroup meetings, establish agendas, produce minutes, establish scorecards and ongoing status reports. Participate in industry working groups and provides additional support for various projects/process initiatives as needed.
Preferred qualifications, capabilities, and skills
- Skilled in leveraging digital literacy to adopt and integrate innovative technologies, enhancing trade services and operational efficiency.
- Capable of utilizing AI and machine learning to enhance trade service processes and improve decision-making, driving data-driven insights and outcomes.
- BA or BS degree, 8+ years of relevant work/project management experience required
- Strong knowledge of loan processes and systems (LoanIQ, ACBS, or S&P Platforms) required
- Ability to work collaboratively to define and execute new products and solutions to support client needs and address new business opportunities
- Strong presentation and communication skills (both oral and written)
- Proactive and a strong self-starter who is dependable and has the ability to deliver on business objectives in a timely and accurate manner