Full-Time

Transaction Operations Specialist

Confirmed live in the last 24 hours

Chatham Financial

Chatham Financial

501-1,000 employees

Global financial risk management and advisory services

Fintech
Financial Services
Real Estate

Mid

West Chester, PA, USA

Onsite presence required.

Category
Financial Planning and Analysis (FP&A)
Risk Management
Finance & Banking
Requirements
  • Ability to understand derivatives regulations and their impact on the operational aspects of hedging; serve as a resource on derivatives regulation from a process perspective.
  • The ability to create, maintain, and improve highly effective processes is required.
Responsibilities
  • Coordinate trade documentation with clients and dealer banks.
  • Monitor client’s existing portfolio of maturing trades and ensure client direction is received in a timely manner.
  • Review economic details of transactions after execution to ensure proper entry.
  • Input transaction details and supporting documents in the transaction management database.
  • Provide trade summaries to clients including cashflows and wire instructions.
  • Assist clients in obtaining proper counterparty contacts in the event of any settlement delays and provide troubleshooting assistance and advice.
  • Manage the tracking and reporting of outstanding documentation, providing updates and reminders to clients as needed.
  • Monitor the team’s deal flow and prioritize based on urgency, wire cut-offs and client expectations.
  • Work closely with centralized teams including Misys, Quality Control, Regulatory, Accounting and Deal teams to coordinate all aspects of trading pre and post trade.
  • Understand regulatory and compliance requirements such as Know Your Customer (KYC), Anti-Money Laundering (AML), Dodd Frank and EMIR protocols.
  • Assist with Fund onboarding by coordinating with clients, attorneys, and banks on adherence to protocols, ISDA documentation, and KYC.
  • Assist in training other team members on salient trade, entity and relationship loading specifics, as well as documentation and regulatory issues from an operational perspective.
Desired Qualifications
  • Experience in managing and organizing documents, trade operations and/or operational process improvement is preferred.
  • Experience in bank operations or as a paralegal is a plus, but not a requirement.
  • Minimum of 2 years of professional work experience preferred.

Chatham Financial specializes in financial risk management by providing advisory and technology solutions to help organizations navigate financial risks. Their services are designed for a wide range of clients, including financial institutions, corporations, and real estate firms across various global markets. Chatham Financial's approach involves creating customized financial strategies and insights, utilizing advanced technology platforms to enhance their service delivery. Unlike many competitors, Chatham Financial focuses on building long-term partnerships with over 3,000 firms worldwide, ensuring that clients receive tailored strategies that address the complexities of capital markets. The company's goal is to empower clients to effectively manage their financial risks and make informed decisions.

Company Stage

N/A

Total Funding

N/A

Headquarters

Kennett Square, Pennsylvania

Founded

1992

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for ESG solutions boosts Chatham's specialized advisory services.
  • AI-driven analytics enable Chatham to offer precise, predictive client insights.
  • Blockchain integration enhances transparency and security in Chatham's financial transactions.

What critics are saying

  • Integration challenges with Verumex could disrupt operations if not managed well.
  • Expansion into New York may strain resources and misalign strategic goals.
  • Multiple new managing directors could lead to leadership conflicts or inconsistencies.

What makes Chatham Financial unique

  • Chatham Financial offers tailored financial strategies leveraging advanced technology platforms.
  • The firm serves over 3,000 global clients, ensuring diverse market insights.
  • Chatham's acquisition of Verumex enhances its CRE data management capabilities.

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Benefits

Health Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Holidays

Paid Vacation

Hybrid Work Options