Key skills
Sales
About this role
Role Overview
- Lead/assist in processing of daily transactions for all cash programs
- Monitor money movements
- Answer any/all investor inquiries expeditiously and accurately
- Coordinate with Sales and the custodian during the client on-boarding process
- Gather information and necessary documents for external audit confirmations
- Perform data entry of bank statements into SCCM’s proprietary system for reconciliation
- Assist with interest rate variance analysis and coordinate with bank team on discrepancies
Requirements
- Bachelor's Degree or equivalent (any discipline)
- Prior experience working in a Trade Support or Trading Operations function
- Exposure to basic accounting and finance
- A team player who enjoys working in a collaborative, and entrepreneurial environment
- Self-starter who takes the initiative to suggest process improvements and address needs
- Understanding of the basic bank terms and settlement procedures
- Strong proficiency in MS Excel
- Strong commitment to excellence and attention to details
- Strong time-management skills and the ability to manage multiple tasks simultaneously
Benefits
- Annual incentive opportunity delivered as a mix of cash bonus and equity awards