DescriptionJoin a dynamic team driving innovation in Custody Operations at one of the worlds leading financial institutions. Advance your career in a role that values creativity operational excellence and strategic thinking. Be part of a global organization committed to delivering exceptional client service and operational integrity.
As a Presentation Specialist within Custody Operations Breaks Management and Oversight you will design and deliver high-quality presentations that support business development and operational excellence. You will leverage your deep understanding of custody operations to create accurate impactful content for internal and client-facing needs. You will collaborate with cross-functional teams to drive process improvements and enhance communication across the organization.
Job Responsibilities
- Design and enhance presentations tailored to business and client requirements
- Leverage custody operations expertise to ensure content accuracy
- Collaborate with internal teams to gather and synthesize information
- Support business development and client meetings with impactful materials
- Conduct peer reviews and recommend process improvements
- Demonstrate flexibility by adapting to changing business needs and shifts
- Communicate effectively with stakeholders at all levels
- Diagnose and resolve operational or technical issues
- Prepare management summaries highlighting key risks and controls
- Track and monitor action plans to closure
- Assist in developing and enhancing control self-assessments
Required Qualifications Capabilities and Skills
- Hold a bachelors degree ideally in a business discipline
- Demonstrate 7 years of experience in Financial Services especially custody asset servicing
- Exhibit strong organizational and prioritization skills
- Utilize advanced Microsoft Office skills including Excel (VLOOKUP)
- Communicate clearly in both oral and written forms
- Apply analytical and problem-solving abilities to drive change
- Adapt quickly to evolving business landscapes
Preferred Qualifications Capabilities and Skills
- Possess experience in custody investment banking or fund services
- Display expertise in SOTF tools such as Tableau Alteryx AI or ML
- Work effectively on multi-stream programs
- Interact confidently with management clients and colleagues
- Think strategically while executing practical solutions
- Develop and present control-related action plans
- Collaborate with process leads and business partners across locations
Required Experience:
IC
DescriptionJoin a dynamic team driving innovation in Custody Operations at one of the worlds leading financial institutions. Advance your career in a role that values creativity operational excellence and strategic thinking. Be part of a global organization committed to delivering exceptional client...
DescriptionJoin a dynamic team driving innovation in Custody Operations at one of the worlds leading financial institutions. Advance your career in a role that values creativity operational excellence and strategic thinking. Be part of a global organization committed to delivering exceptional client service and operational integrity.
As a Presentation Specialist within Custody Operations Breaks Management and Oversight you will design and deliver high-quality presentations that support business development and operational excellence. You will leverage your deep understanding of custody operations to create accurate impactful content for internal and client-facing needs. You will collaborate with cross-functional teams to drive process improvements and enhance communication across the organization.
Job Responsibilities
- Design and enhance presentations tailored to business and client requirements
- Leverage custody operations expertise to ensure content accuracy
- Collaborate with internal teams to gather and synthesize information
- Support business development and client meetings with impactful materials
- Conduct peer reviews and recommend process improvements
- Demonstrate flexibility by adapting to changing business needs and shifts
- Communicate effectively with stakeholders at all levels
- Diagnose and resolve operational or technical issues
- Prepare management summaries highlighting key risks and controls
- Track and monitor action plans to closure
- Assist in developing and enhancing control self-assessments
Required Qualifications Capabilities and Skills
- Hold a bachelors degree ideally in a business discipline
- Demonstrate 7 years of experience in Financial Services especially custody asset servicing
- Exhibit strong organizational and prioritization skills
- Utilize advanced Microsoft Office skills including Excel (VLOOKUP)
- Communicate clearly in both oral and written forms
- Apply analytical and problem-solving abilities to drive change
- Adapt quickly to evolving business landscapes
Preferred Qualifications Capabilities and Skills
- Possess experience in custody investment banking or fund services
- Display expertise in SOTF tools such as Tableau Alteryx AI or ML
- Work effectively on multi-stream programs
- Interact confidently with management clients and colleagues
- Think strategically while executing practical solutions
- Develop and present control-related action plans
- Collaborate with process leads and business partners across locations
Required Experience:
IC
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