EOS RPO
Senior Institutional Investment operations Representative - Investment Banking & CIB Brokerage, Reconciliation, Clearing
Senior Institutional Investment operations Representative - Investment Banking & CIB Brokerage, Reconciliation, Clearing
In this role, you will:
● Perform a variety of operational tasks for complex institutional trades or process extensiveknowledge of systems
● Provide ideas for improving or implementing processes
● Perform moderately complex duties such as processing, researching inquires, and reconciling transactions
● Review time sensitive documents
● Provide training or work direction to less experienced staff
● Support audit requirements within the process
● Address compliance and corporate governance issues for the department
● Lead or participate in projects
● Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
● Interact with internal and external customers as per prescribed process or procedure
● Identify and drive process re-engineering or transformation opportunities within the process
● Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.
● Work with FCM Brokerage teams and other vendors in developing and implementing best practices; Increase effectiveness of staff and tools by recognizing opportunities for development and proactively creating new systems and structures.
● Act as liaison to other internal departments, including technology groups, external Brokers and Vendors, and provides department level reporting using multiple sources.
● Identify opportunities to improve the process through partnership with other teams.
● Build platform knowledge in your team through ongoing training.
● Develop and maintain MIS on end-to-end process for tracking turnaround times of deliverables from team and other processing area.
Required Qualifications:
● 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
● 2+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
● Good analytical skills.
● Knowledge in VB, Excel, Access database will be an advantage.