Agency Securities Finance – Associate

Overview

In this role you will support onboarding incremental and new business into the Lending programme, while managing tax and regulatory requirements for client accounts. You will work with a broad network of stakeholders in a controls-driven environment, shaping processes and ensuring timely delivery. You collaborate across Relationship Managers, Implementations, Tax Operations and internal teams to meet client goals and maintain high service standards. This is a hands-on role with learning opportunities and real impact on the team’s effectiveness and client outcomes.

Responsibilities

• Review inbound requests from Relationship Managers, implementations and tax operations colleagues
• Plan and communicate changes to clients’ safekeeping accounts within guardrails, controls and regulations
• Manage onboarding or changes end-to-end
• Perform standard settlement instruction changes and transitions, with reconciling at each step
• Collaborate with Relationship Managers, Implementations, Tax Operations and internal teams globally
• Handle queries clearly and constructively
• Build client relationships and partner with RMs to manage expectations

Key requirements

• Strong attention to detail with a commitment to accuracy
• Good analytical and problem-solving skills
• Clear, confident communication and strong interpersonal skills; collaborative team player
• Ability to prioritize and organize work to meet time-sensitive market deadlines
• Ability to work independently with appropriate support and escalate issues proactively
• Proven diligence in a fast-moving environment, delivering high standards of service quality

• collaborative team player
• clear communication
• interpersonal skills
• prioritization
• proactive escalation
• technical understanding or securities products

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