Custody Operations Job Description Overview
A Custody Operations Executive plays an important part on the team. You handle daily tasks, work with other teams, and help the company hit its goals. The role keeps work on track and meets the bar for quality.
Custody Operations Executive Key Responsibilities
A Custody Operations Executive plays an important part on the team. You handle daily tasks, work with other teams, and help the company hit its goals. The role keeps work on track and meets the bar for quality.
- Project Planning and Execution: Plan each project, set the timeline, and ship work on time.
- Problem-Solving and Decision-Making: Find issues fast and pick the best fix to keep work on track.
- team work with Cross-Functional Teams: Work with other teams so plans line up across the company.
- Leadership and Mentorship: Coach team members and build a clear learning culture.
- Process Improvement and Innovation: Spot bottlenecks and try new ideas that save time and lift output.
- Technical or Customer-Facing Responsibilities: Help users, fix bugs, and gather feedback to lift the work.
Required Skills and Qualifications
You should bring these skills:
- Technical Skills:Skill in financial software systems knowledge of asset servicing platforms familiarity with SWIFT messaging. Understanding of trade settlement processes skill in Excel for data analysis.
- Educational Requirements: Bachelor’s degree in Finance, Business Administration, or a related field. Professional certifications such as CFA or CIPM are advantageous.
- Experience Level: Minimum of 3-5 years of experience in custody operations, asset servicing, or related financial services roles. Previous exposure to client reporting and reconciliations is preferred.
- Soft Skills: Strong communicator, sharp thinker, flexible, and a strong team player.
- Industry Knowledge:Sound understanding of financial rules familiarity with global custody practices knowledge of investment instruments. Awareness of industry trends impacting asset servicing operations.
Preferred Qualifications
These extras help you stand out:
- Experience in managing custody operations for institutional clients or asset managers.
- Holding advanced certifications such as FRM, CAIA, or AACI.
- Familiarity with emerging technologies like blockchain for asset tracking and distributed ledger systems.
- proven experience in smoothing operations, setting up robotic process automation, or lifting client reporting capabilities.
- Active participation in industry conferences, speaking engagements, or work to industry publications.
- Additional skill in a foreign language to support global client interactions.
Compensation and Benefits
We offer a strong package for the Custody Operations Executive role:
- Base Salary: Competitive pay based on your experience and skills.
- Bonuses & Incentives: Performance bonuses, profit sharing, and stock options.
- Health & Wellness: Medical, dental, and vision insurance, plus wellness programs.
- Retirement Plans: 401(k) plan with employer match.
- Paid Time Off: Vacation, sick leave, parental leave, and personal days.
- Career Growth: Training, courses, and mentorship to grow your career.
Application Process
Here is what to expect when you apply for the Custody Operations Executive role:
- Submitting Your Application: Send your resume and a short cover letter on our portal.
- Initial Screening: Our HR team reviews each application and invites strong fits to a quick call.
- Technical and Skills Assessment: You may take a short test or case study to show your skills.
- Final Interview: Meet the hiring manager to talk about the role and team fit.
- Offer and Onboarding: Selected candidates get a formal offer and start onboarding.
