Top Skills

• Excel proficiency

• Previous financial services experience a plus

• VBA, Alteryx and PowerBI a plus

Department Profile

The Clearing & Settlement team for CMCPR team have a high level of interaction with Business Specialists (Financial Advisors), Branch Management, Compliance and Risk Teams. The team is also the liaison between the field and the businesses unit / trading desk. On a day-to-day basis, the team member manages conflicting events that occurs throughout the day.

The Clearing & Settlement team is responsible for managing the day-to-day support of the trade lifecycle including the trade settlement across various asset classes and trade matching platforms. The candidate would also be performing suspense account reconciliation and balancing. 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.

Qualifications

• Bachelor's Degree

• A minimum of 2 years of financial services industry experience

• General knowledge of financial markets and investment products, specifically Trade Clearance and Settlements. (DTCC, Fed, Government, Muni).

• Great written and verbal communication skills

• Self-motivated with a high degree of attention to detail

• Ability to adapt in fast paced environment with focus on innovation and flexibility

• Efficient time management skills and ability to prioritize competing urgent tasks

• Team player with the ability 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, VBA a plus

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com (http://www.ustechsolutionsinc.com/) .

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.