This role ensures smooth day-to-day operations, regulatory compliance, and continuous process improvements while driving innovation and collaboration across global teams.

Key Responsibilities:

• Oversee daily cash operations, including monitoring, processing, and exception handling.
• Investigate payment issues, manage fund returns/amendments, and ensure compliance with EU & Asia reporting requirements.
• Support process optimization, error management, and adoption of new technologies (AI/ML).
• Ensure deadlines are met for payments/market cut-offs and handle escalations effectively.
• Collaborate with Client Services, Bankers, and Operations teams to enhance client experience.
• Drive the transformation agenda by promoting innovation and best practices across teams.
• Maintain strong risk management, controls, and adherence to policies.
• Train, guide, and influence team members to operate in a fast-paced environment.

1. Experience in Financial Services, Investment Banking, or Wealth Management Operations, with strong problem-solving and transformation skills.
2. Spanish language proficiency (reading and speaking required)
3. Excellent communication, relationship-building, and collaboration abilities across teams and stakeholders.
4. Detail-oriented, adaptable, and able to thrive in fast-paced, global environments.
5. Graduate degree (MBA preferred) and familiarity with automation tools/AI-ML are strong advantages.
6. Willingness to work flexible shifts across US, Asia, and EMEA.