Core Operations, Associate
- Complete incoming collective investment documentation requests in a timely manner.
- Follow up on pending transition trades to ensure timely settlement.
- Responsible for the resolution of security exceptions assigned to the group.
- Complete daily processing within established deadlines, ensuring accuracy and completeness.
- Lease with internal and external clients.
- Research and resolve internal and external inquiries.
- Participate in departmental and corporate initiatives as needed.
- Mitigate risk by identifying operational issues and improvements to procedures.
- Performs all duties in accordance with prescribed regulatory compliance guidelines and internal procedures and policies.