The Markets Securities Finance Onboarding team is responsible for opening and maintaining our clients securities lending accounts. The work we do directly impacts how our clients transact through proprietary sec lending products and programs. The team partners closely with internal stakeholders including Trading, Core Operations, Transition Management, Sales, Technology, and Legal.
The successful candidate will:
Work with the business to onboard and create new securities finance client accounts on the Sec Lending platform Global One and link to the custody platform
Manage and maintain client account attributes to enable day-to-day client transaction requirements, including but not limited to, enabling and restricting securities and collateral, increasing and decreasing credit exposure limits and buffers
Manage daily and weekly reconciliation, control and exception reports, ensuring all controls are processed timely and any exceptions addressed with urgency
Assist in implementing control practices to minimize manual error and oversight
Ensure that client and internal stakeholder requests are responded to in a timely fashion and in a thorough manner
Assist in the offboarding of clients and termination client contracts
Required Qualifications:
3-5+ years of total work experience preferred
Microsoft Office Suite (Excel, Teams) experience
Data entry
Attention to detail
Ability to perform in a time-sensitive, high-volume environment
Strong communication skills with internal and external stakeholders
Bachelor s degree required; Major in finance preferred
Preferred Qualifications:
Tableau and/or Power BI experience
Experience in securities, financial services, or client-facing or project management roles preferred
Client onboarding, financial services, and operations experience preferred
Additional Information:
Duration: 6 month contract to hire opportunity
Work Model: 4 days onsite required weekly in Pittsburgh
Shift: Monday - Friday, 8:00AM - 5:00PM EST
Rate Range: $20-25/hr. W2 (based on experience)
Numbers & Facts
Location
Pittsburgh, PA
Salary
$20–$25 Per Hour
Skills
Analysis Skillsunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Relationsunmatched
Data Entryunmatched
Detail Orientedunmatched
Develop and Maintain Customersunmatched
Financeunmatched
Financial Operationsunmatched
Financial Servicesunmatched
Legalunmatched
Loansunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Onboardingunmatched
Operations Managementunmatched
Power BIunmatched
Product Programsunmatched
Project/Program Managementunmatched
Reconciliationunmatched
Sales Managementunmatched
Securitiesunmatched
Securities Lendingunmatched
Tableauunmatched
Technology Salesunmatched
Time Managementunmatched
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