Senior Investment Operation Specialist

Role Overview

• Act as the primary point of contact for complex trade, corporate action, and exception-related issues
• Coordinate closely with clients, custodians, fund managers, and proxy vendors to ensure timely elections and entitlements
• Oversee verification and processing of corporate actions, cash, and securities transactions across systems
• Review and resolve reconciliation discrepancies, ensuring appropriate accounting adjustments
• Manage system exceptions and ensure timely resolution of trade breaks
• Serve as a liaison between onshore partners, vendors, and internal stakeholders
• Prepare and deliver operational reports to business units and key clients
• Identify control gaps, workflow inefficiencies, and risk exposures; lead process improvement initiatives
• Actively mentor and coach junior analysts and senior analysts through formal and informal training
• Develop and maintain reference materials, procedures, and workflow documentation
• Represent the team in service calls, operational reviews, and cross-functional forums
• Maintain expert-level knowledge of securities markets, regulatory developments, and best practices

Requirements

• Bachelor’s degree in Finance, Accounting, or related discipline
• At least 5 years of progressive experience in investment operations or asset servicing
• Deep understanding of securities processing, corporate actions, reconciliations, and operational risk
• Excellent communication, presentation, and stakeholder management skills
• Strong problem-solving skills with a proactive, improvement-driven mindset

Benefits

• We’ll empower you to learn and grow the career you want
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words