About The Position

Utilize basic industry and business knowledge to conduct analyses of hedge funds and other counterparty activities Contribute to the creation of customized reporting used to present information to management Support implementation of securities processing improvements Assist with identifying policy gaps and formulating policies that streamline related work processes Review and analyze hedge fund activities, procedures to reconcile cash/holdings and securities pricing Develop and use knowledge of securities, processing practices and standards Provide informal guidance or on the job training to lower level/new securities processing team members when required

Requirements

  • 2-5 years of relevant experience
  • Recommended licensing/registration: Series 7, Series 9, Series 10, Series 63
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Bachelor's Degree/University degree or equivalent experience

Responsibilities

  • Conduct analyses of hedge funds and other counterparty activities
  • Contribute to the creation of customized reporting used to present information to management
  • Support implementation of securities processing improvements
  • Assist with identifying policy gaps and formulating policies that streamline related work processes
  • Review and analyze hedge fund activities, procedures to reconcile cash/holdings and securities pricing
  • Develop and use knowledge of securities, processing practices and standards
  • Provide informal guidance or on the job training to lower level/new securities processing team members when required
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