Corporate Trust Analyst, Associate

About the Role

As a Corporate Trust Analyst, you will join the Trust and Securities Services Escrow Operations team, administering daily cash and securities transactions on client accounts. You will resolve client issues with satisfaction and share feedback to strengthen team performance. You will also collaborate with various product partners and departments to support the product under internal policies and legal/regulatory frameworks.

Key Responsibilities

• Prepare deal setup, covenant monitoring, cash movements, and investment processing per legal contracts.
• Review daily cash balances and reconcile overdrafts or high balances.
• Monitor receipt and disbursement of funds.
• Invest assets in accordance with investment directives.
• Set up account invoices, monitor billing, and follow up on outstanding invoices over 90 days.
• Assist Account Managers with monthly report preparation, open tickler items, and special projects.

Requirements & Tech Stack

• Knowledge of escrow account administration for insurance trusts, margin loans, mergers and acquisitions, commercial real estate, and subscription facilities.
• Experience with reconciliation of cash activity, trade settlement, wire payment, and stakeholder management.
• Ensure accurate and prompt addressing of client inquiries and escalations by collaborating with Account Managers and business partners.
• Collaborate with team members and product partners on business-wide projects and technology initiatives.
• Proven ability to leverage AI tools to enhance productivity, optimize workflows, and solve business problems, with critical judgment for responsible and ethical data/AI use.
• Strong knowledge of Microsoft Office, proficient in MS Excel and MS PowerPoint.

Qualifications

• Bachelor’s degree in finance, accounting, business, or economics preferred.
• Excellent interpersonal and communication skills.
• Diligent, organized, strong attention to detail, and responsible.