Job responsibilities
- Manage the preparation and allocation of funding for managed demand deposit accounts (DDA’s), ensuring proper allocation within set thresholds.
- Collaborate with other business lines to facilitate appropriate funding, ensuring seamless operations across all asset classes.
- Utilize various systems and tools to reconcile ledgers, identifying and resolving discrepancies in a timely manner.
- Contribute to the review and improvement of end-to-end processes, applying knowledge of process improvement methodologies to optimize operations.
- Support the implementation of automation initiatives, leveraging knowledge of systems architecture and automation technologies to enhance operational efficiency.
- Understand the function and relevant processes end to end. Assist in identification of issues, analysis of problems and implementation of solutions.
Required qualifications, capabilities, and skills
- Baseline knowledge or equivalent expertise in managing cash movements in and out of client accounts and preparing funding for managed demand deposit accounts.
- Demonstrated ability to apply problem-solving techniques to resolve defined problems within the trade lifecycle.
- Experience in using systems architecture and automation technologies to support operational efficiency.
- Ability to create and deliver presentations to peers, managers, and stakeholders using standard office software applications.
- Familiarity with continuous improvement methodologies to optimize processes and propose solutions within the trade lifecycle.
Preferred qualifications, capabilities, and skills
- Prior Securities Operation will be beneficial.