Strategic Investment Systems & Operations Lead

Chevy Chase Trust; Bethesda (MD); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health/Medical Insurance including Dental and Vision

401(k) with company match

Paid time off

Bonus/Target Incentive

Tuition Reimbursement

Complimentary usage of fitness center

Job summary

Chevy Chase Trust in Bethesda, MD is looking for an Investment Systems and Operations Lead. This role involves coordinating client services and operations, managing data integrity, and overseeing trading processes. Candidates should possess a Bachelor's Degree and have over 5 years in Financial Services with supervisory experience. Chevy Chase Trust offers competitive benefits including healthcare, a 401(k) plan, and various employee perks, providing an engaging workplace focused on client success.

Qualifications

• 5+ years of experience in Financial Services.
• 3+ years of experience in a supervisory role.

Responsibilities

• Coordinate activities between client services and operations.
• Oversee security setups and maintenance.
• Develop and maintain reports.

Skills

Proven interpersonal skills

Knowledge of securities transactions

Self-starter initiative

Problem solving skills

Attention to detail

Education

Bachelor's Degree

Tools

Excel

Word

Job description

Chevy Chase Trust in Bethesda, MD is looking for an Investment Systems and Operations Lead. This role involves coordinating client services and operations, managing data integrity, and overseeing trading processes. Candidates should possess a Bachelor's Degree and have over 5 years in Financial Services with supervisory experience. Chevy Chase Trust offers competitive benefits including healthcare, a 401(k) plan, and various employee perks, providing an engaging workplace focused on client success.