Trade Settlement Support Liaison in Charlotte, North Carolina
Posted 12/22/21

CONTRACT OPPORTUNITY FOR A REMOTE TRADE SETTLEMENT SUPPORT LIAISON. THIS IS A W-2 NON-EXEMPT POSITION.

AccruePartners values our contract and consulting employees. We offer a competitive benefits package to meet the diverse needs of all of our contractor and consulting employees and their family members. Here is a listing of what our company offers: 401(k) Medical, Dental, Vision, Life Insurance, Employee Assistance Program, Medical and Prescription Drug, Short and Long-Term Disability Insurance.

THE TEAM YOU WILL BE JOINING:

  • Fortune 100 Financial Services Company
  • 100-year history of dedication to customer satisfaction, success and growth
  • Tremendous growth and new business strategy leading to the need for new talent
  • Significant investments in cutting-edge technology

 

WHAT THEY OFFER YOU:

  • Culture: Excellent work environment that fosters collaboration
  • Growth: Ability to make an impact on the direction of the organization
  • Opportunity: Gain hands-on experience working with cutting-edge technology
  • Stability: Recent financial performance of the company has reported record profits

 

WHY THIS ROLE IS IMPORTANT

This role will act as the intermediary between investment teams, Shared Service and the outsource provider - extensive knowledge of the investment processes and trade flow both internally and at outsource provider.

 

THE BACKGROUND THAT FITS
Principal Expectations:

  • Primary point of contact for the Investment team on trade related inquiries
  • Primary point of contact for the outsourced provider on trade related inquiries
  • Liaise with outsource provider (externally) and functional teams (internally) on daily trade flow and events that will require escalation across Nuveen.
  • Triage with various groups within NGIO and Technology to resolve issues and develop remediation plans
  • Represent business requirements on new projects, strategies and asset classes. Understanding the impact to internal workflow and the outsource provider.
  • Coordinate with IT to support new initiatives and communicate those details effectively to outsource vendor
  • Developing/approving integrated test plans with outsourced provider on new initiatives

Mandatory Skills:

  • Experience managing processes not supported or shared with the outsource provider including but not limited to:
    • Managing cancel/correct activity
    • Trade restriction management
    • New Broker Approval and Setup processes
    • Trade Fails review and escalation procedures
    • Reporting processes and procedures
    • Experience with exception monitoring
    • Experience with EOD/SOD completion
  • Employee Type: Contract
  • Location: Charlotte, North Carolina
  • Category: Accounting and Finance
  • Date Posted: 12/22/21
Apply Today!
Apply Today!

Apply Today!

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