Job Information
Chatham Financial Corporation Transaction Operations Specialist in Kennett Square, Pennsylvania
Reference #: 6395489 Overview: We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day. Chatham's Global Real Estate (GRE) sector is the market leader in financial risk management and capital optimization strategies for institutional real estate owners and developers. Our independent advisory approach is supported by technology tools to help investors understand financial trade-offs and execute strategies at the individual asset and portfolio level. Position Description Global Real Estate's hedging advisory teams continue to see robust interest rate and FX hedging transaction volumes. As a result, we are looking to hire Transaction Operations Specialists. This role will focus on processing trades in our proprietary systems and managing pre and post trade documentation processes for our interest rate and foreign currency hedging services. The purpose of the role is to continuously improve the efficiency, accuracy, and scalability of our hedging operations as we serve clients with excellence both before and after transactions are executed. In this role you will: 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. 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. 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. Your impact: This is an important role within the team, and individuals who perform excellently will be highly valued team members. Career development opportunities involve managing cross-team processes, relationships with counterparty banks, and becoming a resident expert in trade operations and derivatives documentation. Contributors to your success: Experience in managing and organizing documents, trade operations and/or operational process improvement is preferred. Skills in organization, proactive initiative, attention to detail, consistent accuracy, strong verbal and written communication are critical. Capacity to quickly shift from one task to another in order to keep up with the fast-paced working environment. The ability to create, maintain, and improve highly effective processes is required. Experience in bank ope ations or as a paralegal is a plus, but not a requirement. A degree in finance is not required, but comfort with math is important. Minimum of 2 years of professional work experience preferred. About Chatham Financial: Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 600 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visit chathamfinancial.com. Chatham Financial is an equal opportunity employer. #LI-onsite #LI-AG1
Chatham Financial is an equal opportunity employer. Chatham Financial recruits, employs, compensates, transfers, promotes, and trains without regard to age, race, color, gender, marital status, sexual orientation, gender identity, national origin, religion, Vietnam era or veteran status, physical or mental disability, creed, citizen status or any other status protected by federal, state, or local law.