Global Institutional Trade Lifecycle Manager

1 dia atrás

Manaus, Amazonas, Brasil beBeeOperations Tempo inteiro R$90.000 - R$145.000
Trade Operations Specialist - Americas
The role of a Trade Operations Specialist is crucial in supporting the full trade lifecycle for institutional clients across the Americas. As the primary operational point of contact, you will ensure accurate trade processing, smooth settlements, and exceptional client service.


Key Responsibilities:
  • Act as the operational point of contact for institutional clients across the Americas, handling inquiries on account setup, funding, trade status, and platform usage.
  • Partner with internal teams to resolve client requests promptly, ensuring seamless communication and timely resolution within SLAs.
  • Support client onboarding (KYC), including documentation, operational setup, and platform access.
  • Monitor client activity and system alerts, escalating potential issues as needed.
  • Document processes and contribute to internal knowledge bases and playbooks.

Requirements:
  • 5+ years in back-office, middle-office, or operations roles within a financial institution.
  • Fluency in English, Portuguese, and Spanish (written and spoken) is essential.
  • Strong understanding of the trade lifecycle, settlement processes, and clearing mechanisms across asset classes.
  • Hands-on experience with reconciliation tools, custodians, and clearing houses.
  • Analytical mindset, high attention to detail, and client-first orientation.
  • Based in São Paulo, Brazil.

Bonus Skills:
  • Exposure to multi-asset platforms (equities, fixed income, derivatives).
  • Experience with fractional investing or omnibus account structures.
  • Familiarity with regulatory frameworks in LATAM and global markets.

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