Trading Services Analyst

Join our Private Banking Operations team as a creative and dynamic professional, where you'll support daily OTC Derivatives activities from order execution to settlement. Collaborate with business stakeholders and partners to ensure efficient operations and compliance with regulatory requirements. If you're motivated and experienced in driving process improvements, this role is your perfect fit.

Job Summary

As an Operations Specialist within the Private Banking Operations team, you will be responsible for managing daily OTC Derivatives operational activities, ensuring precise trade lifecycle management and transaction reporting. Collaborating closely with business stakeholders, Risk and Control partners, and Compliance, you will strive to maintain efficient operations. Your role will also involve spearheading process improvements and ensuring strict adherence to established controls and governance frameworks.

Job Responsibilities

• Provide first-class client experiences through transactional management.
• Ensure accurate and timely trade capture within regulatory timelines.
• Develop understanding of local regulations for OTC Derivatives.
• Address ad hoc queries and resolve issues promptly.
• Drive process improvement and automation initiatives.
• Document and update standard operating procedures.
• Make sound decisions on escalations and issues.
• Collaborate with team for efficiency opportunities.
• Develop relationships with Business, Risk, and Compliance partners.
• Execute transformation and growth agenda for Private Bank.
• Escalate issues where appropriate.

Required qualifications, capabilities, and skills

• Hold a Bachelor’s Degree in Banking and Finance or relevant disciplines.
• Be highly disciplined and a self-starter.
• Demonstrate adaptability and willingness to learn.
• Work under pressure with minimal supervision.
• Proactively solve problems and take ownership.
• Communicate effectively with stakeholders.
• Manage multiple priorities in a fast-paced environment.

Preferred qualifications, capabilities, and skills

• Experience in Operations within the private banking sector.
• Knowledge of Tableau and Alteryx CORE certification.
• Demonstrate expertise in process improvement.
• Exhibit strong leadership and organizational skills.
• Adapt to changing environments and challenges.
• Communicate effectively with diverse teams.
• Foster a culture of continuous improvement.