Core Operations - Core Operations

Basic Purpose:

Acts as a liaison between the different client/IM service teams and the Subcustodians/Depositories to ensure the proper settlement of security and cash transactions.

A senior member of a team handling a variety of tasks associated with the settlement of international securities and cash. This role may also focus on specific duties pertaining to more complex issues and projects within a given team such as, corporate initiatives or market specific requirements.

Responsibilities:

- As a senior member of an operations team, candidate will provide support and control for various financial markets.

- Provide training to team members.

- Assist in coordinating/demonstrating requested material/process for internal/external audits.

- Assist Managers by prioritizing the workload and ensure daily tasks are completed.

- Provide support related to time critical settlement activity.

- As needed, perform functions of other team members.

- As needed, process and/or resolve complex operational issues.

- Promote and ensures all direct client service relationships inquiries are acted upon and completed in a timely manner.

- Assist and co-ordinate procedural changes to the current process.

- Assist in collecting and analyzing data related to key process and quality metrics.

- Assist by providing coverage in the absence of Staff Members or Manager.

- Assist the Manager by prioritizing the daily workload of the team to accommodate time critical or high risk events.

- Identify opportunities to improve processes within the unit

- Shares own experience/knowledge with others; provides guidance and support to less experienced colleagues.

- Completes own role independently or with minimal supervision/guidance.

- Applies knowledge/skills to a range of activities; acts as a source of technical expertise to others in own area; handles a variety of tasks at once.