Portfolio Operations Specialist: Securities Transfers

PERCEPT SOLUTIONS PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

PERCEPT Solutions PTE. LTD. is seeking a skilled professional to support Private Bank Operations focused on securities transfers. You will oversee pre-processing checks, coordinate portfolio transfers, and ensure adherence to signing mandates throughout the transfer process.

You will liaise with Front Office, internal teams, custodians and counterparties to manage daily transfer requests, ensuring timely and accurate processing and compliance with the exception-handling framework.

Qualifications

• Two years of experience in Private Bank Operations in Securities Transfers.
• Proven ability to work with Front Office and Support staff at all levels.
• Ability to perform ad-hoc system testing.
• Knowledge in MS Access / Python / Power BI is a plus.

Responsibilities

• Pre-processing check for all transfers and coordinate Portfolio Transfers, ensuring approvals and instructions comply with signing mandates.
• Coordinate with Front Office, internal departments, custodians and counterparties for securities transfers and timeliness of execution.
• Manage end-to-end processing of transfer requests with timely, accurate updates.
• Perform end-of-day control checks and ensure exception handling follows the framework.

Skills

Private Banking Ops

Teamwork

System testing

Education

Tertiary education

Tools

MS Access

Python

Power BI

Job description

PERCEPT Solutions PTE. LTD. is seeking a skilled professional to support Private Bank Operations focused on securities transfers. You will oversee pre-processing checks, coordinate portfolio transfers, and ensure adherence to signing mandates throughout the transfer process.

You will liaise with Front Office, internal teams, custodians and counterparties to manage daily transfer requests, ensuring timely and accurate processing and compliance with the exception-handling framework.