Financial Transaction Manager

1 week ago


Horsham, West Sussex, United Kingdom Schroders Full time
About the Role

The Trade & Settlement Manager plays a critical role in ensuring the smooth execution and settlement of financial transactions on the Schroders platform. This position requires a high level of expertise in trade processing, risk management, and regulatory compliance.

Key Responsibilities
  • Oversee the execution and settlement of financial transactions, ensuring accuracy and efficiency.
  • Coordinate with brokers, custodians, and internal teams to manage the trade lifecycle, from order execution to settlement.
  • Monitor risk and reconcile discrepancies, working through order exceptions and ensuring timely settlement of trades.
  • Oversee the onboarding of new assets and manage fund changes, such as corporate actions, proxy votes, and rights issues.
  • Implement and refine processes to enhance operational efficiency and mitigate risks in the trade and settlement functions.
Requirements
  • Ability to achieve a high-performing team through effective people management.
  • Understanding of how to effectively delegate and when it is appropriate to do so.
  • Lead through change and understand the impacts of change on your team and the wider business.
  • Ability to think more broadly and understand the impact of your processes and actions on the wider business.
  • Knowledge of the Platform processes and procedures.
  • Ability to manage difficult situations.
  • Previous experience of managing a team effectively.
  • Experience of setting goals and providing effective feedback.
  • Strong interpersonal and communication skills, with the ability to collaborate and build relationships with internal and external stakeholders.
  • Excellent problem-solving skills and the ability to analyze complex issues and implement effective solutions.
  • Previous platform experience/Financial Services experience (Preferred).
  • Studying towards industry exams (Preferred).
  • Proficient in MS suite of applications including Excel/Word/Powerpoint (Preferred).
  • Ability to work under pressure, meet deadlines.
What We're Looking For
  • Promoter of the Treating Customers Fairly principles and deliver your own responsibility for the duty of care to our clients.
  • Passionate - Have a desire to work as part of a successful organization within the finance sector.
  • Be a force for good - Commit to being part of the solution as opposed to adding to the problem.
  • People Focused - Enjoy working closely with a team and have a passion for improving individual performance.
  • Embrace change - Benchmark is forever evolving as a business, and there will be changes made to the business model.
  • Resilient - Benchmark is a diverse and complex business. You will need to be able to understand multiple processes and navigate the ever-changing landscape.
  • Leader mindset - Possess the right attitude and behaviors of a leader. Act as a role model for others.
  • Positive outlook - Possess a positive attitude. Face challenges head-on and drive positive outcomes.


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