Job Summary As a Trade Lifecycle Manager in the Custody and Depository Operations team, you serve as a broker-facing point of contact across the custody trade lifecycle, partnering with internal operations teams to promote exceptions and breaks through to closure. Job responsibilities
Serve as a broker-facing point of contact across the custody trade lifecycle, partnering with internal operations teams to drive exceptions and breaks through to closure.
Lead research and investigations with relevant operations managers to understand weekly lifecycle trends, exception themes, and root causes, and translate findings into actionable improvements.
Build and maintain standardized operating practices across CICS and Depository Operations functions, and deliver periodic knowledge-share sessions to improve consistency and execution quality.
Use a data-driven approach to identify bottlenecks and performance opportunities, and implement measurable enhancements to lifecycle outcomes (e.g., faster resolution times, fewer repeats).
Ensure broker queries and requests are handled within agreed SLAs, escalating operational dependencies as needed to deliver timely outcomes.
Drive automation and workflow optimization initiatives (including use of BI and AI capabilities) to improve transparency, reduce manual touchpoints, and enhance scalability across regions.
Required qualifications, capabilities, and skills
Minimum 10 years in the Financial Services industry, with strong financial markets product knowledge and a solid understanding of the Custody transaction / trade lifecycle (including settlements).
Strong understanding of data analytics, with hands-on experience using BI tools such as Alteryx and Tableau.
Knowledge of LLM capabilities and prompt engineering to deliver AI-based solutions using in-house tools and platforms.
Strong stakeholder management skills and ability to work closely with business partners across Operations and related functions.
Ability to work under tight deadlines, organize and prioritize effectively, and manage multiple deliverables concurrently.
Strategic thinking paired with practical execution and ownership.
Strong oral and written communication and presentation skills, including the ability to convey clear messages to both internal teams and external counterparts (brokers).