Finance Support - Settlement Experience (FED, US Treasury, DTC)

Work Arrangement

• Hybrid: 3 days per week in office

About

Capital Markets, Core Processing and Risk provide Operational support to the Capital Markets business. As part of their support model, CMCPR has an embedded Change Control team within each silo that is responsible for the management of both Change the Bank and Run the Bank change programs. The team collaborates with stakeholders in Operations, IT and the Business to analyze, define and deliver the technology and operational processes. Members are expected to take leadership roles in the various programs and to take personal accountability for delivering first‑class solutions and products.

The Settlement team for CMCPR has a high level of interaction with Business Specialists (Financial Advisors), Branch Management, Compliance and Risk Teams. The team also serves as the liaison between the field and the business unit/trading desk, managing conflicting events that occur throughout the day.

The Settlement team is responsible for managing the day‑to‑day support of the trade lifecycle, including trade settlement across various asset classes and trade‑matching platforms. This role entails heavy interaction with both internal and external financial advisors, the Core Settlements departments, MSWM trading desks, and external market centers and counterparties.

Responsibilities

• Manage day‑to‑day support of the trade lifecycle, including trade settlement across multiple asset classes and trade‑matching platforms.
• Interact with internal and external financial advisors, Core Settlements departments, MSWM trading desks, external market centers, and counterparties.
• Manage conflicting events that occur throughout the day.
• Collaborate with stakeholders in Operations, IT, and the Business to analyze, define, and deliver technology and operational processes.
• Take leadership roles in Change the Bank and Run the Bank change programs.
• Deliver first‑class solutions and products.

Qualifications

• Bachelor’s Degree
• Minimum of 2 years of financial services industry experience
• General knowledge of financial markets and investment products, specifically Trade Settlements (DTCC, Fed, Government)
• Great written and verbal communication skills
• Self‑motivated with a high degree of attention to detail
• Ability to adapt in a fast‑paced environment with focus on innovation and flexibility
• Efficient time‑management skills and ability to prioritize competing urgent tasks
• Team player; able to work effectively in a team or independently
• Ability to quickly learn and apply knowledge
• Strong reasoning and problem‑solving skills
• Ability to think and act like an owner
• Proficiency in Microsoft Excel; Alteryx a plus

Top Skills

• Bachelor’s Degree
• Minimum of 2 years of financial services industry experience
• Settlement Experience (FED, US Treasury, DTC)