Credit Risk Specialist

Net2Source Inc.; Dallas (TX); On-site; USD 30,307 - 31,684; Full time

Job summary

An established industry player is seeking a detail-oriented individual for an entry-level position in operations within the finance sector. This role involves holistic ownership of client accounts, ensuring seamless coordination across various teams while managing operational tasks. You will play a crucial role in maintaining data accuracy and providing oversight in a fast-paced environment. Ideal candidates will have strong Microsoft Office skills and be collaborative team players. If you are looking to kickstart your career in the financial services industry, this opportunity is perfect for you.

Qualifications

• Proficient in Microsoft Office, especially Word, Excel, and PowerPoint.
• Strong communication and interpersonal skills required.

Responsibilities

• Manage client accounts and coordinate events across operations teams.
• Ensure accuracy of accounting data and provide oversight for investment management.

Skills

Microsoft Office

Communication Skills

Interpersonal Skills

Collaboration

Job description

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This range is provided by Net2Source Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$22.00/hr - $23.00/hr

Primary Responsibilities:

• Holistic ownership and understanding of client accounts from a Department Operations perspective by coordinating client events and issues across all operations teams and business partners, and act as a single point of contact for Department Operations.
• Coordinate and manage tasks across a multi-disciplined team to ensure all operational information relating to an account event is received and systems are set up prior to account trading activity.
• Liaise with client’s appointed counterparties (custodian, prime broker etc.) to enable connectivity, establish operational flows and respond to service requests and inquiries. Interpret and determine Operational client requirements and service standards from legal documentation and business requirements supporting all account events. Coordinate controls and sign-offs both internally and externally.
• Ensure accounting data accuracy and provide accounting policy oversight in order to create controlled environment for investment management process.
• Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact.
• Review account level metrics (i.e. reconciling items on cash/position reconciliations, daily corporate actions, NAV Reconciliations, failing trades, standard/non-standard reporting deliverables) as defined by operating standards and research, escalate, remediate exceptions as appropriate.
• Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological solutions to build appropriate architecture.
• Apply process reengineering methodologies in executing strategies and tactical solutions.

Basic Qualifications:

• Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint.
• Be highly collaborative, team-oriented and strong consensus builder.
• Demonstrate strong communication and interpersonal skills both written and oral.

Preferred Qualifications:

• Previous experience in Operations and/or Financial Services industry - Relevant work experience of 1-2 years.
• Demonstrate ability to partner across product groups, regions and functional responsibilities.
• Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions.

Seniority level

Entry level

Employment type

Contract

Job function

Finance and Accounting/Auditing

Industries

Banking, Financial Services, and Investment Banking