Join a dynamic team driving innovation in Custody Operations at one of the world’s leading financial institutions. Advance your career in a role that values creativity, operational excellence, and strategic thinking. Be part of a global organization committed to delivering exceptional client service and operational integrity.
As a Presentation Specialist within Custody Operations Breaks Management and Oversight, you will design and deliver high-quality presentations that support business development and operational excellence. You will leverage your deep understanding of custody operations to create accurate, impactful content for internal and client-facing needs. You will collaborate with cross-functional teams to drive process improvements and enhance communication across the organization.
Job ResponsibilitiesDesign and enhance presentations tailored to business and client requirementsLeverage custody operations expertise to ensure content accuracyCollaborate with internal teams to gather and synthesize informationSupport business development and client meetings with impactful materialsConduct peer reviews and recommend process improvementsDemonstrate flexibility by adapting to changing business needs and shiftsCommunicate effectively with stakeholders at all levelsDiagnose and resolve operational or technical issuesPrepare management summaries highlighting key risks and controlsTrack and monitor action plans to closureAssist in developing and enhancing control self-assessmentsRequired Qualifications, Capabilities, and Skills Hold a bachelor’s degree, ideally in a business disciplineDemonstrate 7 years of experience in Financial Services, especially custody asset servicingExhibit strong organizational and prioritization skillsUtilize advanced Microsoft Office skills, including Excel (VLOOKUP)Communicate clearly in both oral and written formsApply analytical and problem-solving abilities to drive changeAdapt quickly to evolving business landscapesPreferred Qualifications, Capabilities, and Skills Possess experience in custody, investment banking, or fund servicesDisplay expertise in SOTF tools such as Tableau, Alteryx, AI, or MLWork effectively on multi-stream programsInteract confidently with management, clients, and colleaguesThink strategically while executing practical solutionsDevelop and present control-related action plansCollaborate with process leads and business partners across locations