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Sr Relationship Manager II - Equity Trade Control - New York, NY

In United States

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Sr Relationship Manager II - Equity Trade Control - New York, NY   

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JOB TITLE:

Sr Relationship Manager II - Equity Trade Control - New York, NY

JOB TYPE:

JOB SKILLS:

JOB LOCATION:

New York, NY United States

JOB DESCRIPTION:

As part of the Americas Equity Trade Control team, the candidate will be responsible for providing operational trade support across an exciting and fast paced set of Equities businesses. This individual will partner closely with Sales/Trading and broader Global Markets teams to deliver support across the lifecycle of a trade. This role provides direct exposure to several lines of business and is uniquely positioned within Global Markets Operations to influence front to back operational processes, improve controls and drive change.   Key Responsibilities: Perform critical operational functions including equity swaps and derivatives lifecycle management, corporate action processing, trade allocations, amendments, and reconciliations Responsible for the analysis and resolution of a wide variety of complex products that may require special handling or exception reporting Manage ad hoc requests from trading, sales and client(s) with tight timelines Collaborate across Global Markets teams (ops, trading, sales, risk, credit, COOs, legal, compliance, technology) to resolve issues quickly and minimize risk impact Support strategic initiatives and proactively identify improvement opportunities to increase efficiencies and reduce risk Partner with global peers in to ensure seamless and consistent global front to back support model Leverage understanding of the performance drivers for the GBAM businesses to create value add analysis and lead strategic insights Maintain trading book, instrument and client reference data   Enterprise Role Overview: Working independently, maintains and enhances relationships with existing institutional clients. Promotes investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with sales, portfolio managers, product specialists and/or client service staff to coordinate all sales and support activities for assigned accounts. Covers medium-sized and/or less complex institutional accounts. Has a thorough understanding of the assigned accounts' requirements. Provides guidance to more junior staff , but has no formal supervisory responsibility. Has five or more years of portfolio management, sales, marketing, or relationship management experience. Often has a CFA. Possesses a strong knowledge of the firm's products and services. Based on performance and experience, does not have the prominence of a Senior Level I.   Required Skills: (Must have these skills to be minimally qualified) 2+ years of trade support or equivalent experience Knowledge of equity markets and lifecycle management processing of cash equities, equity swaps, and/or equity derivatives products Comfortable communicating with clients, senior business and support partners Attention to detail and a control mindset Intellectually curious, takes initiative, and operates with urgency Advanced knowledge of Excel and MS Office suite Ability to work well in a team environment Ability to multi-tasking and work in a high pressured environment Demonstrated ability to drive change and tasks to completion Excellent written and verbal communication/presentation skills Basic understanding of regulatory environment and industry initiatives   Desired Skills: Industry certifications a plus, but not required Bachelor degree or substantially equivalent business experience Understands operational activities related to Trade Support functions Familiarity with trade capture, client onboarding, and risk systems a plus Product experience and knowledge of relevant financial instruments preferred. Industry certifications a plus, but not required Strong operational processing and risk control skills Self-starter with outstanding problem solving skills. Excels at 'getting things done' with minimal direction Take responsibility for delivering high quality work and have a track record of outperformance and delivery Ability to thrive in a dynamic, team-oriented environment – both work closely with senior members of the team and work independently   Other Qualifications: Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions. Excels in working among diverse viewpoints to determine the best path forward. Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner. Commitment to challenging the status quo and promoting positive change. Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base. Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Position Details

POSTED:

Nov 29, 2022

EMPLOYMENT:

INDUSTRY:

SNAPRECRUIT ID:

S16531632395764035

LOCATION:

United States

CITY:

New York, NY

Job Origin:

OORWIN_ORGANIC_FEED

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Aug 19, 2017 9am-6pm
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As part of the Americas Equity Trade Control team, the candidate will be responsible for providing operational trade support across an exciting and fast paced set of Equities businesses. This individual will partner closely with Sales/Trading and broader Global Markets teams to deliver support across the lifecycle of a trade. This role provides direct exposure to several lines of business and is uniquely positioned within Global Markets Operations to influence front to back operational processes, improve controls and drive change.   Key Responsibilities: Perform critical operational functions including equity swaps and derivatives lifecycle management, corporate action processing, trade allocations, amendments, and reconciliations Responsible for the analysis and resolution of a wide variety of complex products that may require special handling or exception reporting Manage ad hoc requests from trading, sales and client(s) with tight timelines Collaborate across Global Markets teams (ops, trading, sales, risk, credit, COOs, legal, compliance, technology) to resolve issues quickly and minimize risk impact Support strategic initiatives and proactively identify improvement opportunities to increase efficiencies and reduce risk Partner with global peers in to ensure seamless and consistent global front to back support model Leverage understanding of the performance drivers for the GBAM businesses to create value add analysis and lead strategic insights Maintain trading book, instrument and client reference data   Enterprise Role Overview: Working independently, maintains and enhances relationships with existing institutional clients. Promotes investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with sales, portfolio managers, product specialists and/or client service staff to coordinate all sales and support activities for assigned accounts. Covers medium-sized and/or less complex institutional accounts. Has a thorough understanding of the assigned accounts' requirements. Provides guidance to more junior staff , but has no formal supervisory responsibility. Has five or more years of portfolio management, sales, marketing, or relationship management experience. Often has a CFA. Possesses a strong knowledge of the firm's products and services. Based on performance and experience, does not have the prominence of a Senior Level I.   Required Skills: (Must have these skills to be minimally qualified) 2+ years of trade support or equivalent experience Knowledge of equity markets and lifecycle management processing of cash equities, equity swaps, and/or equity derivatives products Comfortable communicating with clients, senior business and support partners Attention to detail and a control mindset Intellectually curious, takes initiative, and operates with urgency Advanced knowledge of Excel and MS Office suite Ability to work well in a team environment Ability to multi-tasking and work in a high pressured environment Demonstrated ability to drive change and tasks to completion Excellent written and verbal communication/presentation skills Basic understanding of regulatory environment and industry initiatives   Desired Skills: Industry certifications a plus, but not required Bachelor degree or substantially equivalent business experience Understands operational activities related to Trade Support functions Familiarity with trade capture, client onboarding, and risk systems a plus Product experience and knowledge of relevant financial instruments preferred. Industry certifications a plus, but not required Strong operational processing and risk control skills Self-starter with outstanding problem solving skills. Excels at 'getting things done' with minimal direction Take responsibility for delivering high quality work and have a track record of outperformance and delivery Ability to thrive in a dynamic, team-oriented environment – both work closely with senior members of the team and work independently   Other Qualifications: Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions. Excels in working among diverse viewpoints to determine the best path forward. Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner. Commitment to challenging the status quo and promoting positive change. Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base. Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.


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