such as Blackrock Solutions Aladdin, Omgeo, Bloomberg, DTCC, MarkitSERV and CLS as well as clearing institutions. Motivated team player...
, Disability Income and Annuity Order Entry Investment Custodian Platforms Needs Analysis / Financial Planning Software DTCC...
and Financial Advisor (“CTFAâ€) Graduate from Cannon Financial Schools, Southern Trust School or Northern Trust School DTCC...
and Financial Advisor (“CTFAâ€) Graduate from Cannon Financial Schools, Southern Trust School or Northern Trust School DTCC...
knowledge, including transfer agency functions, DTCC Asset Servicing product suite, and post-trade infrastructure. Client...
-BDC, AccessEdge, JPMRepo Edge, Citidirect for Securities, DTCC RTTM and CFM, MS Office (MS Word, MS Excel, MS PowerPoint...
such as Blackrock Solutions Aladdin, Omgeo, Bloomberg, DTCC, MarkitSERV and CLS as well as clearing institutions. Motivated team...
Refinitiv, Flextrade, Tradeweb, Liquidnet, BIDS, BlockCross, DTCC Services (Mortgage-Backed Securities, EPN), TNS, BT Radianz...
clients. This role requires a deep understanding of clearing operations, custodian workflows, DTCC/OCC processes... elections to custodians or depositories. Validate event data received from DTCC, OCC, exchanges, issuer agents, custodians...
. DTCC/NSCC/OCC training certificates (optional but valuable). Core Competencies Excellent analytical and reconciliation...