Us As An
Finance
InvestmentOperationsSeniorSpecialist
“Investment Operations Senior Specialist at Us As An. Skills: Investment Operations, Project Management, Settlements, Custody, Process Improvement, Stakeholder Communication. Day-to-day processing, reviewing, reporting, and issue resolution. Support Private Bank and Wealth Management initiatives”
What You'll Achieve.
Mitigate risks and maintain operational efficiency; Deliver on work that impacts the whole business function; Create an environment for colleagues to thrive and deliver to a consistently excellent standard; Meet required outcomes; Support the resolution of escalated issues; Strengthen controls in relation to the work done; Achieve the objectives of the organisation sub-function; Keep up to speed with business activity and the business strategy; Achieve outcomes
Industry & Context.
Issue resolution; Identification of areas for improvement; Providing recommendations for change; Consult on complex providing advice to People Leaders to support the resolution of escalated issues; Engage in complex analysis of data from multiple sources of information; Solve problems creatively and effectively
What They're Looking For.
Must Have
Proven experience in investment activities, understanding of investment and operational processes, Solid project management experience, defining business requirements, working closely with Technology teams, good understanding of settlements, dependencies, controls, and operational considerations, stakeholder management skills, ability to communicate clearly, manage expectations across teams, risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, job-specific technical skills
Nice to Have
Experience working with Avaloq, particularly in an investment or operations context, Hands-on experience in escalation management, identifying issues and driving resolution across multiple teams, A track record of process improvement, focusing on efficiency, control enhancement, or operational resilience, Experience in custody management, asset servicing and related operational processes, written and verbal communication skills, ability to operate confidently in both English and French
What You'll Do.
Day-to-day processing
Support Private Bank and Wealth Management initiatives
Manage client relations
Identify areas for improvement and provide recommendations
Develop and implement procedures and controls
Develop reports and presentations on performance
Identify industry trends and developments
Participate in projects and initiatives
Support investment operations
including settlements and custody processes
Contribute to process improvement
Escalation management
Stakeholder communication
How You'll Work.
Team & Collaboration
Collaboration with teams across the bank; Align and integrate Private Bank and Wealth Management processes; Work closely with Technology and other partner teams; Close collaboration across functions; Collaborate with other areas of work; Engage in complex analysis of data from multiple sources
Communication Scope
Communicate findings to internal senior stakeholders; Communicate complex information; Influence or convince stakeholders to achieve outcomes; Written and verbal communication skills; Ability to operate confidently in both English and French
Process & Methodology
Solid project management experience, Defining business requirements, Structured project delivery, Lead collaborative assignments, Guide team members through structured assignments, Identify new directions for assignments and/or projects
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