Team Leader: Trade Management

A leading investment firm is looking to hire a Team Leader to ensure exceptional delivery to the client through effective team leadership and people engagement in the Trade Management/Settlements team.

Duties and Responsibilities

  • Team leadership of Subject Matter Expert as well as Trade Management Administrators across On and Off-Market areas

o             Assistance with recruitment activities as well as ongoing performance management and development of staff members in your team.

o             Provide oversight to team deliverables and ensure the team is adequately staffed and trained

  • Overseeing the capturing / processing, matching and settlement of all on-market and off-market trades to the accounting system timeously
  • Ensure trades are matched between client notification and counterparty confirmation
  • Handling escalated queries efficiently to ensure resolution of both internal and external client queries (in conjunction with the Client Delivery and Client services teams)
  • Compiling of incident reports and representation of the team at Incident Report meetings.
  • Ensure appropriate controls are in place to mitigate risk
  • Supporting the management and co-ordination of team deliverables relating to projects and new client take-on’s
  • Compile a monthly report pack of the Operational area.
  • Ensure process documents are maintained and up to date.


Relevant experience of at least 5 years in a related role is essential. Strong understanding of the trade management/settlements environment with exposure to both On and Off-Market areas.

Previous people management and leadership experience essential


Required Qualifications

Relevant Tertiary Qualification – Finance, Commerce, Investments


Key Competencies

  • Self-starter
  • Highly methodical
  • Ability to work under limited supervision
  • A positive, team player
  • Positive and enthusiastic attitude
  • Accuracy and attention to detail
  • Client orientated and able to see the bigger picture


System Exposure

Relevant exposure to Investment reporting systems.

Solid Excel skills – ability to perform a Vlookup and /or apply Pivot Tables