Specialist II, IPC Trade Settlement - Oaks, PA

Only for registered members Oaks, PA, United States

1 month ago

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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.

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