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    Trading Operations Manager - San Antonio, United States - JCW

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    Description

    I'm Partnering with a large regional bank looking for a skilled Trading Operations Manager to join the team. In this role, you will manage a team of 6 and provide guidance and support to ensure accurate and compliant processing of investment transactions.

    ***This role is 5 days a week onsite***

    Responsibilities:

    • Lead and support team for accurate and compliant investment transaction processing
    • Handle customer inquiries, open Safekeeping Accounts, and onboard new clients/customers
    • Review and approve investment transactions, ensuring compliance
    • Maintain expertise in bond trade life cycles and resolve trade settlement issues
    • Identify and implement process improvements and training plans
    • Manage system administration and testing for various platforms

    Skills:

    • 6+ years of financial operations experience
    • Tradesuite experience is a must
    • Experience with InTrader, Bloomberg TOMs, or Safekeeping Online Portal
    • Strong customer service, organization, and problem-solving skills
    • Proficiency in Microsoft applications
    • Capital Markets or Brokerage experience, management, accounting, familiarity with FIS systems
    • Bonds/fixed-income experience would be a plus


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