Synergy by AccessFintech is a network powered by data and intelligence that transforms post-trade collaboration, uniting over 250 Buy-Side, Sell-Side, Asset Servicers, and OMS platforms. With a focus on efficiency and innovation across asset classes—such as securities, derivatives, and alternatives—Synergy leverages AI-driven insights and a cloud-native infrastructure to normalize data, generate actionable insights, and resolve exceptions in real time through collaborative engagement.

About the Role

We are seeking a highly skilled Securities Operations/Data Specialist to join the AccessFintech Product Team. The ideal candidate will have extensive experience in processing Securities transactions within a global banking environment. Expertise in operational efficiency, regulatory compliance, and familiarity with the Securities Booking and Settlement lifecycles is highly desirable.

This role provides an opportunity to collaborate with a dynamic team and contribute to developing innovative solutions. You will engage extensively with broker-dealers, Prime Brokers, Global Custodians and buyside firms, ensuring seamless integration of our platform into their workflows.

1. Product-Specific Requirements:

• Identify and map key datasets with prospective client firms for securities trades, including settlement, netting, client servicing and claims.
• Monitor and address potential data gaps by collaborating with clients and internal IT teams.
• Maintain a clear and detailed list of deliverables and objectives for internal stakeholders (Product and IT teams) and clients.
• Responsible for end to end new client onboarding
• Responsible for onboarding client data to Synergy
• Responsible for data cleansing and data governance

2. Stakeholder Engagement:

• Serve as the primary point of contact for internal teams and external counterparties.
• Provide training and ongoing support to external users for platform usage.
• Manage client feedback on UI usability and work with product and IT teams to prioritize and implement improvements.

Experience:

• Minimum 5 years of experience in Securities Operations within a large bank.

Technical Skills:

• Strong proficiency in Excel; knowledge of VBA or SQL is a plus.

Soft Skills:

• Excellent analytical and problem-solving abilities.
• Outstanding communication and collaboration skills.
• Proven ability to work independently and effectively prioritize multiple tasks in a remote setting.