Transaction Operations Specialist

Chatham Financial; Kennett Square (Chester County); On-site; USD 70,000 - 110,000; Full time

Job summary

Chatham Financial is expanding its central operations team to specialize in documentation and process management for interest rate, currency, and commodity transactions. You will review hedging documents, compare bank documentation with our records, and support ISDA/CSA related processes to improve accuracy and efficiency for our hedge operations.

The role emphasizes attention to detail, ability to manage multiple tasks, and collaboration with client teams and banks.

Qualifications

• 2+ years of experience in regulatory, operations, or contract review roles is favorable.
• Strong attention to detail and organizational skills.
• Ability to multitask and prioritize workload effectively.

Responsibilities

• Review hedging documentation for accuracy against transaction records.
• Learn ISDA documentation including CSA and related agreements.
• Coordinate with client teams, banks, and third parties to manage trade confirmation and reporting.
• Support regulatory requirements under Dodd-Frank and EMIR and assist with post-trade processes.
• Provide regular training and resources to colleagues as needed.

Skills

Regulatory compliance

Operations

Contract review

ISDA/CSA knowledge

Attention to detail

Job description

Job Description:Overview:We don’t simply hire employees. We invest in them. When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.Job summary:We seek to enhance our operations and regulatory compliance team with a role specializing in documentation and process management for interest rate, currency, and commodity transactions. The role is part of our central operations group charged with managing derivative contracts and related post-trade processes including derivatives matching platforms.The purpose of the role is to continuously improve the efficiency, accuracy, and scalability of our hedging operations as we serve clients with excellence before and after transactions are executed. This role will provide support for transactions executed by Chatham’s real estate sector.We expect primary responsibilities to include:Hedging documentation reviewReview derivative trades documentation for accuracy by comparing bank documentation with our transaction records; assess both economic terms and other provisionsLearn and understand the agreements associated with derivatives as set by the International Swaps & Derivatives Association (ISDA) documentation including the Credit Support Annex (CSA)Manage processes with client teams, banks, and other third partiesEvaluate, implement, and manage third party platforms to manage trade affirmation, reporting, and reconciliationCoordinate with bank back-office groups and foster strong working relationships to improve processes and accuracyAssist clients to ensure their funds flow properly on all settlementsManage the tracking and internal reporting of transaction operations including outstanding documentation, updates, and reminders to colleagues and clientsAssist clients in complying with derivatives regulatory requirementsLearn relevant regulatory requirements under Dodd-Frank and EMIR to assist with the operational management of:Clearing and margin requirementsTrade execution requirementsDocumentation requirementsRegulatory reporting requirementsPortfolio reconciliation requirementsThe role may also include opportunities to contribute to the team in other capacities as interests and team needs align.Your impact:Our team works in partnership with Chatham’s advisory teams and clients to help them efficiently navigate the operational and regulatory compliance aspects of a transaction. We strive to continually improve the workflows we are responsible for and have the chance to do so by implementing process changes and/or leveraging supporting technology. Team members play a crucial role in these process improvements and serve as subject matter experts, providing regular training and resources for all Chatham teams.Contributors to your success:2+ years of experience working in a regulatory, operations or contract review focused role may be beneficial, but is not requiredAn interest in operational process management and improvementHigh level of attention to detail, accuracy, and organizationAbility to multitask and independently prioritize workloadStrong verbal and written communication skillsWe seek individuals that will thrive in our culture and can make a significant impact over the long term. Most of our team members do not come to Chatham with a deep understanding of derivatives; therefore, we conduct classroom and apprentice-style training. We look for people who have consistently demonstrated drive, determination, and academic/professional accomplishment throughout their lives. We invest a great deal of time and training with our employees and we are looking for individuals who want to make a long-term commitment to the company.About Chatham Financial:Chatham Financial is the leading independent capital markets advisor, delivering an integrated blend of expert advice and powerful technology to help you reduce risk and seize opportunity. With decades of capital markets strategy, execution, monitoring, and performance expertise, we serve as an unwavering advocate for your best interests and your innovation partner. Our technology platform unifies data across assets, debt, and derivatives, giving you unmatched agility, transparency, and insight.It’s clear ahead.Our commitment is to carry that light forward in every partnership, every solution, and every market we serve.We help guide the way—giving clients the insight and momentum to move forward with confidence, no matter what lies ahead.