Trade Settlements - Baltimore, MD Hybrid

Operations Analyst

Location: Baltimore, MD Duration: 12 Months

Hybrid, minimum 3 days per week in office. Potential for extension (no guarantees). Looking for more finance/banking background. Top skills: Bachelor's required. Minimum of 2 years in financial services industry experience. Excel proficiency. VBA, Alteryx, and PowerBI a plus. Motivated candidates. Interviews: 2 rounds. 1st round preferred in person. 2nd round over Zoom.

Department Profile: Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Capital Markets, Core Processing, and Risk provide operational support to the Capital Markets business within Wealth Management. As part of their support model, CClientPR has an embedded Change Control team within each silo that is responsible for the management of both Change the Bank and Run the Bank change programs. The team collaborates with stakeholders in Operations, IT, and the Business to analyze, define, and deliver the Technology and Operational processes. Members of the team are expected to take leadership roles in the various programs as well as to take personal accountability for delivering first-class solutions and products. The Clearing & Settlement team for CClientPR team have a high level of interaction with Business Specialists (Financial Advisors), Branch Management, Compliance, and Risk Teams. The team is also the liaison between the field and the business unit/trading desk. On a day-to-day basis, the team member manages conflicting events that occur throughout the day. The Clearing & Settlement team is responsible for managing the day-to-day support of the trade lifecycle including the trade settlement across various asset classes and trade matching platforms. The candidate would also be performing suspense account reconciliation and balancing. This role entails heavy interaction with both internal and external financial advisors, the Core Settlements departments, MSWM trading desks, and external market centers and counterparties.

Qualifications: Bachelor's Degree. Minimum of 2 years of financial services industry experience. General knowledge of financial markets and investment products, specifically Trade Clearance and Settlements (Client, Fed, Government, Muni). Great written and verbal communication skills. Self-motivated with a high degree of attention to detail. Ability to adapt in a fast-paced environment with focus on innovation and flexibility. Efficient time management skills and ability to prioritize competing urgent tasks. Team player with the ability to work effectively in a team or independently. Ability to quickly learn and apply knowledge. Strong reasoning and problem-solving skills. Ability to think and act like an owner. Proficiency in Microsoft Excel, VBA a plus.

Role is hybrid and will require in-office attendance 3 days per week.

's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. *** is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).