Settlements Analyst

A company is looking for an Analyst Settlements to ensure proper settlement of securities and derivative trades. Key Responsibilities Ensure proper trade execution and settlement processes for domestic and foreign securities Resolve trade settlement issues and perform quality reviews to ensure accurate processing Support the team with process improvements, system upgrades, and training new personnel Required Qualifications Bachelor's degree in Accounting or Finance (accounting preferred) More than three (3) years of relevant experience in investment administration If no degree, an additional two (2) to four (4) years of related experience is required Intermediate or advanced Excel skills Ability to operate with limited independence and manage financial responsibilities

Mar 20, 2025 - 16:02
 0
Settlements Analyst
A company is looking for an Analyst Settlements to ensure proper settlement of securities and derivative trades. Key Responsibilities Ensure proper trade execution and settlement processes for domestic and foreign securities Resolve trade settlement issues and perform quality reviews to ensure accurate processing Support the team with process improvements, system upgrades, and training new personnel Required Qualifications Bachelor's degree in Accounting or Finance (accounting preferred) More than three (3) years of relevant experience in investment administration If no degree, an additional two (2) to four (4) years of related experience is required Intermediate or advanced Excel skills Ability to operate with limited independence and manage financial responsibilities