Lead Specialist, Investment Operations

First National Bank•Omaha, NE

2d•$45,228 - $72,365•Onsite

About The Position

The Lead Specialist, Investment Operations supports the investment team by providing accurate trade input, platform administration and end-of-day processing across trading and portfolio management platforms. The role plays a key part in maintaining operational continuity through providing support and backup coverage and ensuring stakeholders are provided with timely, reliable reporting across Wealth Management investment platforms.

Requirements

Bachelor’s degree or equivalent work experience
Strong analytical and critical thinking skills
Proficiency in Microsoft Excel
Demonstrated ability to operate in a team-oriented and deadline driven environment
Unrestricted work authorization and not require future sponsorship

Nice To Haves

Experience with securities operations
Knowledge of bank systems and platforms
Familiarity with Advent APX/Moxy
Understanding of fiduciary services and regulatory requirements

Responsibilities

Partner with the fixed income team to accurately input and upload trades across platforms
Execute end of day processes for trading and reporting platforms
Maintain data integrity across all trade activities
Assist with trade settlement issues
Update and maintain portfolio management (APX) and trading platforms (Moxy) including: Importing and updating prices, Account opening, closing and ongoing maintenance, Account coding updates
Serve as backup support for daily reconciliation
Coordinate reconciliation with various custodians
Ensure continuity and accuracy during staff absences and/or peak periods
Produce timely and accurate reporting for both client-facing and internal stakeholders
Identify opportunities to streamline workflows and improve operational efficiency
Document processes to support consistency and knowledge transfer