Settlement Analyst

Job Summary

A company is looking for an Operations Settlement Analyst.

Key Responsibilities:

• Ensure accurate and timely settlement of securities trades
• Research and resolve trade exceptions and settlement issues
• Develop and maintain relationships with stakeholders and provide training to new employees

Required Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field, or equivalent work experience
• Minimum of 0 years experience in the financial services industry
• Preferred experience in Investment Operations
• Proficiency in Microsoft Office, particularly Excel
• Basic to intermediate Excel skills required (e.g., VLOOKUP, Subtotals)