Investment Specialist

About the role

This is an exciting opportunity to join a fast-paced Operations team supporting global markets and developing expertise in the trade lifecycle, securities settlements, and risk management.

Responsibilities

• Support the end-to-end settlement of securities transactions across multiple asset classes.
• Gain a comprehensive understanding of the trade lifecycle by partnering with business, middle office, legal, compliance, and external stakeholders.
• Review and process asset transfers, company distributions, and client transactions with a high level of accuracy.
• Ensure transaction details are accurately captured and processed in accordance with established procedures.
• Identify operational risks and control gaps while recommending process improvements to enhance efficiency and reduce risk.
• Collaborate with cross-functional teams to resolve settlement issues and deliver exceptional client service.
• Contribute to continuous process improvement initiatives that strengthen operational controls and enhance the client experience.
• Maintain a strong focus on accuracy, risk mitigation, and timely execution in a dynamic, deadline-driven environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, Mathematics, or a related field preferred.
• Recent graduates and candidates with up to 3 years of professional experience are encouraged to apply.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and organizational abilities.
• Effective written and verbal communication skills.
• Proficiency in Microsoft Excel and Microsoft Office.
• Ability to work in a fast-paced, team-oriented environment while managing multiple priorities.

Preferred Qualifications

• Internship or professional experience in financial services, banking, operations, or securities processing.
• Understanding of the trade lifecycle or capital markets is a plus.
• Strong customer service mindset with the ability to collaborate across multiple business functions.
• Self-motivated, adaptable, and eager to learn in a high-performance environment.