Lead Investment Operations Specialist

Job description

Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Competitive salary Dental insurance Health insurance Paid time off Training & development SUMMARY Responsible for ensuring the accuracy, integrity, and continuous improvement of securities operations team. This role acts as a key point of coordination across trading, bond accounting, and safekeeping services, proactively identifying risks, resolving issues with designated team, and driving process enhancements that improve efficiency, controls, and client experience. Collaborates with the department supervisor to advance team development, improve operational efficiencies, and contribute to a high-performing, continuously improving work environment. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Experience with institutional fixed income safekeeping and portfolio accounting processes, including settlement and custody operations, strongly preferred. Leading by example in delivering exceptional service, cultivating trust with customers and team members through proactive, professional, and results-oriented communication. Ensures the timely and accurate capture of trading activity, payments, and pl...