MORE ABOUT THIS SKILLSET

Transferring ownership between buyers and sellers. Monitoring books and records relating to settlement of trades. Ensuring a seamless end-to-end transaction cycle.

Trade and transaction management and custody services teams across the firm embody sharp attention to detail, a risk management and analytical mindset and strong ability to problem-solve.

If you apply to this skillset, you will be considered for multiple roles across the firm that require this skillset. Please note division and function examples below are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business.

DIVISIONS AND JOB FUNCTIONS

• Asset Management Operations provides customized service to our clients and enable our business to grow the Asset Management franchise across traditional and alternative products. Our teams execute within a front to back operating model, delivering support across the client, product, and investment lifecycle. We also conduct risk oversight, provide change management, business intelligence, and market solutions for the division.
• Wealth Management Operations conducts service, delivery, and processing functions for the Ultra-High Net Worth, High Net Worth, and Mass Affluent businesses. And we provide front-to-back operational support across the trade and client lifecycle.
• FICC and Equities Operations provides client onboarding support, post-trade transaction services, and post-trade portfolio services for FICC and Equities. Client Experience Operations manages key client relationships to enhance the client experience front to back. We support the FICC and Equities businesses to develop and deliver new products, services, and markets.
• Investment Banking Operations provides full lifecycle deal support across the Financing, Lending, and Advisory businesses. The Investment Banking Operations team is comprised of subject matter experts in onboarding, deal origination, structuring, execution, and servicing in addition to adherence to market and regulatory policies and standards. The Information Services Group manages and sources market data and research to facilitate deal solicitation, client service, and ongoing market analysis.
• Corporate Treasury Operations provides payment processing, liquidity, cash management, and bank relationship management services for our institutional, retail, and corporate clients as well as firmwide flows.
• Transaction Banking Operations provides end to end support for the cash management needs of our corporate and institutional clients. We enable Transaction Banking to expand its products and global footprint. Our teams execute within a front to back operating model covering the key functions of client implementation, onboarding, and servicing. In addition to managing risk, we deliver change using business intelligence and solutions used across Operations.

• A Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients. How you will fulfill your potential:
• Leverage your operational background and experience to contribute to a growing business
• Work closely with Private Wealth Advisors to support their PWM clients
• Identify opportunities for and coordinate wealth advisory services within client base
• Manage advisory business implementation and re-balancing
• Manage cash balances and private banking services in accounts
• Serve as a key liaison to other areas supporting the PWM Business
• Plan and manage new account on boarding process
• Provide overview of client reporting and web capabilities to potential new clients
• Execute, process and reconcile trading and other investment related transactions

• Bachelor's degree
• 0-3 years of prior work experience in a relevant field.
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
• Highly organized with exceptional attention to detail and follow-through
• Strong ability to manage multiple projects with competing deadlines
• Team player with positive attitude and strong work ethic
• Strong communication skills (written and verbal)
• Ability to work in a fast-paced environment
• Ability to adapt quickly to a variety of industries and businesses
• Ability to self-direct, analyze and evaluate and form independent judgments
• Ability to effectively interact and build relationships with senior management and global stakeholders
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
• Integrity, ethical standards and sound judgment