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Financial Services
Leads global Prime Services operations covering securities borrowing and lending, trade settlement, collateral management, reconciliations, billing, corporate actions, risk controls, and regulatory compliance. Manages operational teams, escalations, counterparties, vendors, and cross-functional stakeholder relationships. Drives process improvement, technology implementations, scalability, efficiency, and risk reduction while ensuring accurate, timely transaction processing and strong audit readiness.
Financial Services
Develops dynamic client-facing reports and visualizations for investment services clients using IRD, MCD, and BI platforms. Analyzes large datasets, supports data modeling and data mart design, applies SQL for validation and optimization, and collaborates with data and product teams to ensure data integrity. Serves as an IRD subject matter expert while supporting reporting issues and complex global requirements across custody, digital, and fund services.
Financial Services
Configure, enhance, test, deploy, and support low-code/no-code automation and reconciliation solutions for financial-services operations. Analyze business requirements, identify automation opportunities, troubleshoot production issues, support delivery milestones, and maintain documentation. The role partners with business stakeholders and delivery teams while following governance, risk, change-management, audit, and control standards. Tools may include Microsoft Power Platform, reconciliation platforms, Excel, VBA, RPA, and Python.
Financial Services
Oversee mandatory and voluntary corporate actions, dividend events, entitlement calculations, elections, settlements, reconciliations, and adjustments for equity swaps portfolios. Investigate breaks, resolve processing issues, execute controls, escalate risks, and coordinate with Trading, Swap Operations, Stock Loan, Custody, and Risk teams. Provide subject-matter expertise, decision support, and coaching to junior staff while ensuring accurate, controlled, and audit-ready processing.
Financial Services
Manage high-volume agency lending collateral and settlement operations, including securities lending, recalls, returns, mark-to-market, corporate actions, and counterparty settlements. Lead a team, monitor SLA/KPI/KRI performance, resolve operational issues, manage risk, improve processes, support controls and transformation initiatives, and collaborate with global stakeholders. The role requires flexible North America shift coverage and expertise in securities finance systems and markets.
Financial Services
Leads a global 150+ person Agency Lending Operations organization across multiple regions. Oversees trade processing, settlement, clearing, reconciliations, cash movements, collateral management, lifecycle events, risk controls, regulatory compliance, and operational resilience. Drives technology modernization, process automation, operating-model transformation, stakeholder partnerships, and cost efficiency while maintaining high-quality client service. Builds leadership depth, succession planning, and an inclusive high-performance culture.
Financial Services
Leads a global Prime Services Operations organization supporting securities lending and borrowing across the full trade lifecycle. Oversees settlement, collateral management, reconciliations, billing, corporate actions, risk controls, regulatory compliance, third-party relationships, and operational resilience. Drives technology modernization, process automation, operating-model transformation, stakeholder alignment, and talent development across global teams.
Financial Services
Lead secured finance operations for repo/reverse repo: manage confirmations, settlements, reconciliations, netting validation, wire tracking, and exception escalation. Drive risk controls, process improvements, global stakeholder management, and team leadership to meet SLAs and resiliency objectives.
Financial Services
Validate subcustodian invoices against fee schedules, maintain invoicing tools and trackers, communicate with internal teams and custodians, identify control gaps, lead Myriad billing tool implementation, act as SME and manager backup, handle complex markets, and support team workload and projects.