Lead Specialist, Investment Operations

First National Bank of Omaha•Omaha, MO

2d•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
Attention to Detail: Commitment to precision across trade, platform and reconciliation activities
Analytical Thinking: Strong problem solving skills applied to data, discrepancies and process gaps
Industry Knowledge/Financial Systems Proficiency: Experience with APX, Moxy, TrustDesk, Raymond James Advisor Access or equivalent systems; understanding of the trade settlement process
Communication: Strong verbal and written communication skills to coordinate with internal teams and external custodians
Time Management: Ability to prioritize and execute accurately under time sensitive conditions
Organization: Strong organizational skills with ability to manage multiple priorities and competing deadlines independently

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