
Financial Asset Management Specialist
Há 4 dias
This role is integral to the processing of all internal and external transactions, primarily focusing on two Lines of Business: CWM and JPMA.
- Review and approve daily collateral movements from Brokerage Accounts.
- Process both Non-Managed and Managed Journals (internal transfers).
- Review and process systematic requests.
- Handle inquiries and manage escalations.
- Ensure timely delivery of assets to external firms, covering both US-based and international markets.
The ideal candidate will have:
- Foster an inclusive and diverse work environment.
- Exhibit excellent judgment and decision-making skills.
- Thrive in a client-focused, fast-paced, deadline-driven environment with a strong emphasis on risk mitigation, accuracy, and efficiency.
- Demonstrate the ability to meet daily cut-off deadlines.
- Possess strong problem-solving skills and the ability to handle challenging conversations while seeking effective solutions.
The Asset Movement Team operates across three strategic locations: New Jersey, Delaware, and Buenos Aires. The team's primary focus is on reviewing, verifying, validating, and correcting collateral movements. Key responsibilities include:
- Collateral movement review and approval.
- Journals processing (Non-Managed and Managed).
- Systematic request processing.
- Inquiry handling and escalation management.
- Timely asset delivery to external firms (US-based and international markets).
This is a full-time position that requires strong analytical skills, attention to detail, and excellent communication skills. The ideal candidate will be able to work effectively in a team environment and prioritize tasks to meet deadlines.
The successful candidate will be part of a dynamic team that drives the success of our business by delivering high-quality results and exceeding client expectations.
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