About The Position

Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. The Clearance & Securities Services business delivers world-class safety and soundness for the global financial services industry. The team provides DTCC's portfolio of core securities and superior transaction processing and client services support in an environment that minimizes risk and cost while maximizing efficiency. As a key member of the Asset Services Product Management team, the Senior Associate plays a pivotal role in advancing the business management, strategic planning, and operational performance of the Asset Services business. You will shape the clarity, rhythm, and discipline of business execution by producing high-quality analyses, business cases, revenue insights, and strategic materials used by the Product Leadership Team to inform direction and drive outcomes. Your work will directly strengthen the organization's ability to plan effectively, execute with precision, communicate with impact, and manage risk across a mission-critical Clearance and Securities Services business within DTCC. The Senior Associate will serve as a connective tissue across product management, operations, technology, finance, clients, and industry groups ensuring alignment, transparency, and momentum on strategic imperatives. Through disciplined reporting, strong analytical capabilities, and cross-functional partnership, you will elevate business performance, enhance client experience, support commercialization efforts, and enable the efficient delivery of product strategy across the Asset Services business.

Requirements

  • Bachelor's degree in Business, Finance, Economics, Data Analytics, or related field
  • 5 years of product management, business management, or strategic planning experience, ideally within financial services, market utilities, clearing, custody, or a related capital markets domain
  • Demonstrated experience supporting senior leadership with concise strategic materials, presentations, and business reporting
  • Outstanding Microsoft PowerPoint and Excel skills with experience using M365 Copilot including Copilot Studio
  • Strong financial acumen with experience in revenue tracking, forecasting, budgeting, or P&L management
  • Exceptional analytical skills with the ability to interpret complex data, identify patterns, and translate outcomes into clear narratives
  • Strong written and verbal communication skills; ability to produce executive-ready documents
  • Experience working cross-functionally with technology, operations, finance, and client-facing teams

Responsibilities

  • Consolidate weekly business snapshots, insights, and leadership reporting
  • Support development of strategy, business cases, and executive-ready materials
  • Assist with annual planning, including revenue forecasts, volumes, and pricing reviews
  • Track and analyze Asset Services revenues and expenses
  • Manage agent billing and ensure accurate, well-controlled processes
  • Client Billing Analysis - Validate invoices, investigate anomalies, and ensure accurate reporting for stakeholders.
  • Revenue Trend Identification - Monitor monthly variances, analyze historical data, and forecast using industry and seasonal patterns.
  • Cost Discipline Initiatives - Optimize pricing strategies, implement automation, and drive modernization projects to strengthen revenue and reduce operational costs.
  • Prepare recurring business recaps and performance summaries for senior leadership
  • Draft and edit client-facing and internal communications (Notices, FAQs, newsletters, etc.)
  • Maintain and update all customer-facing web content
  • Support high-priority projects through research, data analysis, and message alignment
  • Coordinate planning and follow-up for key business meetings, including action tracking

Benefits

  • Competitive compensation, including base pay and annual incentive
  • Comprehensive health and life insurance and well-being benefits, based on location
  • Pension / Retirement benefits
  • Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being
  • DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee)

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Number of Employees

1,001-5,000 employees

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