ESG Analyst working for Octopus Energy managing sustainability data and reporting for renewable energy investments. Collaborating with teams across asset management to achieve ESG goals.
About the role
- Analyst supporting Trade Settlements at Performance Trust Capital Partners. Ensuring accurate processing and resolution for trade operations in a dynamic environment.
Responsibilities
- Manage multiple customer and business line inquiries, within a fast-paced, challenging environment
- Liaise with both internal and external counterparties, to ensure timely settlement and efficient resolution of identified settlement breaks
- Ability to multi-task and meet deadlines in a fast paced and time-sensitive environment
- Monitor and action daily processes including but not limited to daily settlement fails, coordinating with clients to resolve cash breaks, manage post settlement factor/coupon trade adjustments, and support client inquiries related to trade activities of the firm
- Engage in general email support and reporting requirements aligned with the day-to-day, monthly and ad hoc business processes
- Ability to be proactive and solutions-oriented in day-to-day operations while working closely with the line of business to resolve issues
- Communicate effectively with team members to provide excellent service to our clients
- Holds themselves accountable and is passionate about delivering high quality work and servicing clients
- Build and maintain internal and external relationships.
- Cross train with other areas within Clearing and Settlements.
- Perform other related duties as required
Requirements
- Excellence in written and oral communication
- Possess a strong attention to detail
- Knowledge of basic accounting principles and familiarity with financial markets and instruments
- 1-3 years’ industry experience, ideally in middle office or back-office operations
- Bachelor’s degree: Finance or Business preferred
- Proficiency in Microsoft Office (namely excel), some experience with Bloomberg preferred, not required
- License(s) Requirement: FINRA SIE and Series 7 licensed within 120 days of hire date
- Prior experience with Pershing NetX360 is a plus
- Oriented toward optimization and efficiency in process
- Candidates must be eligible to work permanently in the United States without sponsorship.
Benefits
- Health Coverage Medical, Dental & Vision Insurance (administered through a national carrier such as Blue Cross Blue Shields )
- Prescription Drug Plans
- Pre-Tax Flexible Spending Account (Health and Dependent Care) (FSA)
- Health Savings Account (HSA)
- Vacation/Personal Days + Holidays
- PT Retirement Mission-Driven Employee Stock Ownership Plan
- Voluntary Life Insurance + Long-Term Disability Insurance
- Discounted Fitness Memberships (Free membership for Chicago office)
- Pre-Tax Commuter Benefits – Transit & Parking
- Mental Health support through company provided Employee Assistance Program
- Employee recognition programs (PT Rewards and Annual Awards)
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