Cap Mkts Sr Product Specialist

Truist•Atlanta, GA

10d•$130,000 - $160,000•Onsite

About The Position

This role is responsible for providing product and/or processing expertise within Derivative Trading, Securities Trading, Loan Trading or Agency Services Lines of Business within Capital Markets Operations and to be a manager or team lead of a specific function. Major responsibilities include working on and providing guidance on core operational tasks including Client On-Boarding, Trade Capture, Securities Settlement and Clearance, Confirmations, Client Support or Margin/Collateral processing. This role requires the ability to work in a fast paced environment, multi task with strong communication skills, and to effectively work alongside and communicate with external clients as well as Technology, Compliance, Risk, Legal, Sales and Trading internal partners.

Requirements

BS/BA Degree, or equivalent education
Thorough Understanding of Microsoft Office software, especially Excel.
Knowledge of brokerage systems or operations
In-depth knowledge of financial industry, products, and regulatory environment
Excellent interpersonal, time management and problem solving skills

Nice To Haves

Eight years of capital markets operations experience with functional knowledge of brokerage systems and operations. Ability to show increased level of responsibility and prior management or leadership experience
Ability to collect, analyze, interpret, report and communicate data effectively
Ability to research, review facts and apply analysis in order to formulate strategies
Excellent managerial skills and the ability to manage teams
FINRA Series 99 or 7
Master's Degree (e.g., MBA, CFA, JD etc.)
Advanced user of Excel with macro knowledge
Proficient in foreign exchange loans, currency conversions, and all various actions associated with those loans
Proficient in Microsoft: Access, Visual Basic for Applications (VBA), Power Apps, and Power BI

Responsibilities

Process transactions as specifically required by job function and work independently to complete daily tasks within specified time parameters.
Supervise teammates for timely completion of daily work
Engage in initiatives and projects associated with functional areas and provide subject matter expertise, as needed
Interact with clients, teammates from the LOB and other support teammates to process requests and resolve issues
Ensure functional procedures and controls are being followed and maintained
Requires a level of proficiency in specific products and technology associated with Capital Markets