Specialist, Optimization & AI

In this role, you will play a key part in ensuring the accurate and timely processing of trades, corporate actions, and reconciliations, supporting critical investment operations. You’ll help maintain data integrity and contribute to reliable reporting that enables informed business decisions.

This role offers strong exposure to global financial markets, collaboration with cross-functional teams, and opportunities to build expertise in automation, analytics, and process improvement—making it an excellent opportunity to grow your career in investment operations.

Position Responsibilities:

• Diligently work with clients to obtain timely responses and/or elections from fund managers
• Ensure accurate and timely submission of client instructions, validating acceptance by custodian banks
• Verify entitlements with custodian banks for daily corporate action events and ensure proper execution
• Process trades, corporate actions, and cash/stock transactions accurately within established timelines
• Review reconciliation discrepancies, manage trade exceptions, and implement corrective adjustments

• Act as a liaison between onshore teams and proxy vendors
• Provide periodic reports to business units and clients as required
• Maintain clear and concise documentation aligned with existing processes and controls
• Support team initiatives, including cross-training and industry-specific learning programs
• Identify workflow gaps and initiate process improvements and control enhancements

• Mentor junior associates through training sessions and development of reference materials
• Participate in service calls with internal stakeholders and clients
• Stay updated on securities industry developments and market best practices

Required Qualifications:

• 3–5 years of experience in investment operations or related functions (e.g., reconciliations, asset servicing, settlements, onboarding, or static data)
• 3–5 years of experience using data visualization, workflow automation, business intelligence tools, or similar platforms
• Bachelor’s degree in Business Administration, Finance, Computer Science, Data Analytics, Information Technology, or a related field
• Strong analytical skills with intermediate to advanced proficiency in MS Office
• Experience with MS Power Platform tools; exposure to process improvement initiatives is a plus
• Basic knowledge of investment/financial products
• Basic understanding of database management and SQL is an advantage