Position Details
About this role
This operational role involves oversight of trading activities, exception management, and supporting rebalancing and model changes within the firm's investment programs. Attention to detail and Excel proficiency are essential.
Key Responsibilities
- Review trade reports
- Manage exception cases
- Support rebalancing
- Ensure trade accuracy
- Collaborate with trading teams
Technical Overview
The role requires managing trade controls, exception reports, and performing data analysis using Excel macros and formulas. Knowledge of investment operations and trade compliance is important.
Ideal Candidate
The ideal candidate is an operational professional with at least 4 years of experience in trade oversight, exception management, and familiarity with financial operations. Strong Excel skills and attention to detail are critical.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Certifications
Preferred
Industry & Role
Keywords for Your Resume
Deal Breakers
No experience in trade oversight, Lack of proficiency in Excel macros and formulas, No relevant financial services experience
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