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Lead Settlement Specialist
Computershare UK. Process upfront and trailing commissions end-to-end within the Alternative Investments team .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services operations, particularly in alternative investments and capital markets, with a strong focus on accurate commission processing and payment reconciliation. Proficient in advanced Excel for complex financial calculations and effective communication with various stakeholders.
Highest-signal resume keywords
Financial Services OperationsAdvanced Excel ProficiencyCommission ProcessingWire Transfer PreparationDOP Writing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Commission CalculationPayment ReconciliationFinancial ReportingComplex Financial CalculationsProcess Improvement
Soft Skills
Attention to DetailOrganizationTime ManagementCommunication Skills
Tools & Technologies
Depository Trust Company’s Participant Terminal System (PTS)
Industry Keywords
Alternative InvestmentsCapital MarketsOperational OptimizationFund DocumentationDiscrepancy Investigation
About the role
Key responsibilities & impact- Process upfront and trailing commissions end-to-end within the Alternative Investments team
- Calculate accurate commissions and ensure payment to the correct selling firm and advisor
- Validate commission calculations against fund agreements
- Prepare required wire transfers to selling firms and financial advisors
- Review fund documentation to confirm commission structures
- Calculate and verify complex commission amounts
- Prepare and reconcile payment wires
- Investigate discrepancies and out-of-balance situations
- Support junior team members as a subject matter expert
- Identify and recommend process improvements
- Develop and implement processes and procedures for a new team function
- Write DOPs
- Partner with brokers, financial advisors, issuer clients, and internal teams to deliver high-quality service
- Prepare high-quality reporting supporting clients, advisors, and internal operations
Requirements
What you’ll need- Strong knowledge of financial services operations; alternative investments or capital markets preferred
- Advanced Excel proficiency and confidence with complex financial calculations
- Excellent attention to detail and organization
- Excellent writing skills for DOP preparation
- Ability to meet strict deadlines and manage time-sensitive tasks
- Strong communication skills when working with brokers, advisors, issuers, and internal teams
- Experience preparing wire transfers and/or working with financial reporting tools
- Experience using the Depository Trust Company’s Participant Terminal System (PTS) preferred
- Prior experience with settlements or commission processing preferred
- Familiarity with continuous improvement or operational optimization initiatives preferred
Benefits
Comp & perks- Paid parental leave
- Flexible working
- Caring and inclusive culture
- Paid time off
- Observed holidays
- Medical, dental and vision plans
- 401k matching
- Ability to set aside salary to purchase company shares
- Tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
- Short- and long-term disability benefits
- Life insurance
- Supplemental life insurance
- Opportunities to grow and contribute to a global team
- Experienced colleagues and career development support