Specialist II, IPC Trade Settlement - Oaks, PA
1 month ago

Job summary
The Investment Manager Services Unit (IMS) is seeking experienced professionals to join its Institutional Private Client – Trade Settlements team as an IPC Settlements Specialist II.
Responsibilities
- Leverage expertise in accounting, finance, and performance measurement to ensure accurate record-keeping for trades.
- Establish precise account and broker instructions within vendor applications.
- Closely coordinate with clients, counterparties, custodian banks, and prime brokers for prompt and efficient trade settlements.
Job description
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