Trade Lifecycle Specialist IV (OPTD04)

Be part of a team that keeps global markets moving by solving issues that matter. In this role, you will help protect clients and the firm by resolving post-settlement trade breaks and inquiries quickly and accurately. You will partner across teams, manage escalations, and identify recurring themes to prevent future breaks. You will also support continuous improvement and automation that reduces manual effort and strengthens controls. If you enjoy problem-solving and driving measurable operational outcomes, this role offers meaningful impact and growth.

Job summary

As a Trade lifecycle specialist, foreign exchange (post-settlement) in the Foreign exchange operations team, you will manage post-settlement trade breaks and client inquiries to support timely resolution, risk mitigation, and strong service delivery. You will handle moderately complex issues, coordinate escalations, and contribute to process improvements across the trade lifecycle.

Job responsibilities

• Manage post-settlement trade breaks and client inquiries, prioritizing items to meet service and risk timelines

• Investigate failed settlements and reconciliation differences, identifying root causes and appropriate next actions

• Reconcile records across internal systems and data sources to detect and resolve discrepancies promptly

• Coordinate with internal partners and external clients to drive resolution, provide clear updates, and confirm closure

• Escalate issues when required, documenting facts, actions taken, and recommended paths to resolution

• Identify recurring break themes and contribute to end-to-end process improvements that reduce risk and rework

• Support automation and workflow enhancements that improve operational efficiency and control effectiveness

Required qualifications, capabilities and skills

• 2 years of experience in trade lifecycle operations, reconciliations, settlements, or a related financial services operations function

• Demonstrated ability to investigate issues, identify root causes, and apply structured problem-solving techniques to resolve defined problems

• Strong analytical skills, including the ability to identify patterns, detect anomalies, and validate information across multiple sources

• Experience using standard office productivity tools to create clear updates, materials, and presentations for stakeholders

• Ability to manage competing priorities, organize work effectively, and meet time-sensitive deadlines

• Ability to work effectively under pressure while maintaining accuracy and attention to detail

• Strong communication and active listening skills, including the ability to collaborate across teams and manage stakeholder expectations

Preferred qualifications, capabilities and skills

• Experience in an operational, financial services, or customer service environment

• Exposure to foreign exchange (FX) products, settlements, or post-settlement support

• Exposure to AI-enabled business tools and willingness to adopt emerging technologies that support process improvement and operational excellence.

• Familiarity with continuous improvement methodologies (for example, root cause analysis and process mapping) to optimize operational workflows

Additional information

• Visa sponsorship is not available for this position.

• Work schedules will be full-time in office, on a 40-hour per week schedule.