About the job
In SAXO, the team focuses on portfolio transfers of our clients along with the life cycle of trade settlements from the middle office to back office. The team is responsible for the processing of trade settlements and deals with products like equity, fixed income and derivatives. The role may require for you to have expertise around trade validation, pre-matching, trade execution and post-trade settlements.
You will work as part of a team accountable for providing world class client service to a diverse client base. You will be responsible for supporting the clients request to transfer the portfolios.
As a processor, your tasks will be related to monitoring the portfolio transfers raised by the client and making sure smooth settlement of the trades.
Responsibilities
• Monitor client’s request to transfer the portfolio
• Establish best practises around the transfer process
• Monitoring and resolving trade management exceptions by interacting with clients, brokers & other Ops teams
• Effective pre-matching & fails management tasks to ensure timely settlement of trades with counterparties.
• Delivering transactions in agreed timeframes, as per SLA’s whilst improving quality of processing, reducing errors and inculcating the zero-error culture
• Investigating and resolving discrepancies of positions (cash and securities) in the firm’s books and records.
• Developing and maintaining strong relationships with all stakeholders
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Your Profile
, We are looking for an enthusiastic and committed individual who is looking to operate in a dynamic working environment where communication and teamwork skills are essential. Exceptional client service and relationship building are required to interact with our clients and the team.
The candidate should have a control focus and be achievement orientated to produce results to ensure that all risk is mitigated.
• Strong organizational skills required.
• 1-3 Years of experience in Stock Transfer/Trade Settlement.
• Strong knowledge of Trade life cycle.
• Exceptional client service and relationship building are required to interact with our clients and the team.
• Deadlines within this role are very strict with “zero tolerance.”
• Prompt escalation and clear communication is paramount.
We get curious people invested in the world
When you work at Saxo, you become a Saxonian and part of a purpose-driven organisation, where good ideas are always taken seriously, and where you can make a true impact. We are invested in your development, and you can expect a robust career from day one when you join Saxo – no matter which role you take on.
You will join 2,500 other ambitious colleagues across 11 countries and become part of an international organisation. Working in Saxo, you will get to meet colleagues from many different cultures and backgrounds, and you should know that we value diversity and inclusion and see it as a genuine source of strength to drive growth, foster innovation and position us for long-term success.
We encourage an open feedback culture and supportive team environments enabling employees to grow and fulfil their career aspirations.
When you bring passion, curiosity, drive and team spirit, your learning journey will be dynamic and your career opportunities in Saxo will be immense.
At Saxo we don’t just offer a job – we offer an opportunity to invest in your future!
How to apply :
Click here to create an account and upload your resume and a short motivation. We look forward to getting to know you better!
Skills Required
- 1–3 years of experience in stock transfer or trade settlement
- Strong knowledge of the trade lifecycle
- Exceptional client service and relationship-building skills
- Strong organizational skills
- Control-focused and achievement-oriented approach
- Clear communication and prompt escalation skills
What We Do
At Saxo we believe that when you invest, you unlock a new curiosity for the world around you. Discovering an intuitive desire within to actively learn, explore, and ask questions, you will engage with new companies, new communities, maybe even new countries. You could call this an appetite or passion for new knowledge and skills. We call it curiosity. Ultimately everything we do as a company is focused on getting curious people invested in the world by giving our clients more ways to make more of their money. We began in Copenhagen, Denmark in 1992 with a clear vision: to make the global financial markets accessible for more people. In 1998, we launched one of the first online trading platforms in Europe, providing professional-grade tools and easy access to global financial markets for anyone who wanted to invest. Today we are a well-capitalised Danish (EU) bank with top capital ratios and positive rating from S&P, trusted by over 1.2 million clients. As an international award-winning investment firm for investors and traders who are serious about investing, our clients enjoy regulated and reliable access to over 71,000 financial instruments on our industry-leading platforms. Keeping our headquarters in our beloved Denmark, we have expanded our reach to having more than 70 nationalities employed in offices in 14 countries. We are proud of our Scandinavian heritage and we are committed to the values of trust, fairness, and security. We believe this gives our clients the confidence to be adventurous and curious. Curiosity can lead you to places you never could have imagined. When you invest, you stimulate the mind, you see new perspectives, and you broaden your horizons. Personal transformation is inevitable as you develop a sincere interest and curiosity for not only the world, but also for others. At Saxo our greatest hope is for everyone to become engaged, to feel empowered, and to Be Invested
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