Open Account Trade (OAT) Processing & Administration: Process and administer OAT transactions, ensuring accuracy and compliance with all internal policies and compliance requirements. This includes pre-processing/processing of applications, miscellaneous functions and complying with the stipulated turnaround time. Transaction processing includes and not limited to:
Plan and oversee the Local Settlement MX Migration project following the official announcement expected in early 2026, including requirements confirmation, impact analysis on operations and systems, system development, and testing.
2+ years as an Investment Banking Associate at a top firm (e.g. Goldman Sachs, Morgan Stanley, JPM, Evercore, Centerview, Lazard, PJT, Moelis, Guggenheim)
Lead and own the end-to-end requirement lifecycle across banking products, driving requirements from elicitation to validation to sign off, ensuring completeness, traceability, and delivery readiness and alignment with regulatory requirements and industry practices
Partner specific business divisions/units to understand the business and capability needs so as to develop a competent and skilled workforce. This includes sense-making of current capability gaps and understanding of future capability needs.
Work on a lifecycle approach to support Corporates expanding internationally from onboarding to becoming a banking partner in the corporates growth journey