Fixed Operations Job Description

Fixed Operations Job Description

157 votes for Fixed Operations
Fixed operations provides regular people operations updates on business unit statistics and people relations matters and processes to the People Operations Leader.

Fixed Operations Duties & Responsibilities

To write an effective fixed operations job description, begin by listing detailed duties, responsibilities and expectations. We have included fixed operations job description templates that you can modify and use.

Sample responsibilities for this position include:

To guide projects through the release pipeline, to ensure all releases have been load tested and have appropriate monitoring
Reconciling cash on a daily basis between our internal systems
Reconciling holdings on a monthly basis between our internal systems
Consult with dealership Parts, Service Managers & Dealership Executive Management on all aspects of the Dealer’s Parts business to deliver on the corporate Parts objective
Monitor Dealer metrics to ensure all Customer Satisfaction & Loyalty processes are delivering to target levels
Work with facing Area Sales Managers to create business plans & consult with Dealer
Primary point-of-contact for BBB/buyback & arbitration issues
Account Administration, ensuring the timely and professional implementation, amendment and closure of accounts for corporate financial institutions
Open an average of 40 DVP accounts per day on the Beta System or through Liquid Office, to be used in the allocation process
Work closely with Fixed Income Capital Markets to develop Best Practices for process and procedure

Fixed Operations Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Fixed Operations

List any licenses or certifications required by the position: FRFT, QTM, BBB, FOM, JSDA, CCNP, CCNA, PMP, FSCM, PM

Education for Fixed Operations

Typically a job would require a certain level of education.

Employers hiring for the fixed operations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Marketing, Finance, Economics, Accounting, Technical, Education, Management, Associates, Automotive

Skills for Fixed Operations

Desired skills for fixed operations include:

Dealership computer systems
Management and wholesale relations
Overall operations
Automotive trends and practices to have strategy discussions with dealers
Clients processes and business requirements
Competitive landscape and people to convey our unique offerings and differentiators
Creative products
Mainframe applications to produce non-standard
PC applications

Desired experience for fixed operations includes:

Digital delivery mechanisms
Must be extremely detail-oriented, well organized, and results focused, and able to demonstrate effective self-directed follow through on assigned tasks
Must be able to communicate effectively and tactfully with all levels of personnel, with clients/vendors (in person, telephone, written)
Must have strong PC and applications skills – examples but not limited to Xytech, Pega, Microsoft Excel, Microsoft Outlook, and Business Objects
If assigned, ability to facilitate effective meetings and conference calls, including preparing meeting agendas and thorough meeting recaps with defined action items and owners

Fixed Operations Examples


Fixed Operations Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of fixed operations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for fixed operations
  • Ensure trades feed into back office systems accurately and in a timely manner
  • Act as a liaison between Operations and Clients on trade processing issues
  • Overall Business Management, including the day to day running and oversight of the team
  • MIS, Capacity and Efficiency Management
  • Frequent contact with Trade Support, Sales Support and Front Office Traders to resolve potential Settlement issues
  • Regular communication with our Domestic Agents to maximize on Settlement efficiency
  • Daily communication with our offshore Reconciliation team to resolve Bond and Nostro Breaks in a timely manner
  • Daily interaction with Treasury and Wholesale Cash Management groups to facilitate the Cash Funding required for Settlement
  • Ensure continuity of daily Trade Processing to allow for greater STP and exception queue monitoring
  • Fixed Income Ops) Back office processing and controls for fixed income products, including confirmation, settlement, corporate action GL, and funding
Qualifications for fixed operations
  • Must have strong analytical and data management skills, and be able to participate in systems development activity when called upon to do so
  • Must have ability to think outside the box when tasked with streamlining and establishing processes and guidelines for the Digital business
  • Must be flexible, adaptable, and have a problem solving attitude with a fast-changing environment
  • This person must be the type to take initiative, be proactive and not be afraid to ask questions.Departmental duties can change at any time so flexibility is a necessary trait
  • Securities license series 7 preferred or ability to obtain within six months
  • Must be flexible and adapt to the ever-changing business needs of the group, be able to work well under pressure in a fast-paced environment, and capable of setting priorities to meet deadlines

Fixed Operations Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of fixed operations. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for fixed operations
  • Produce regulatory report and legal ledgers for as stipulated by Japanese and U.S. regulations
  • Generate reports for customers
  • Participate in various local/global projects including new business, system enhancements and market rule/regulatory changes
  • Proactively make proposals and execution to improve existing process in BAU
  • Reviews and validates that all daily operations tasks are completed through supervisory controls
  • Monitors daily reporting for settlement/confirmation breaks and assist in reconciling
  • Perform the duties of the Manager when he/she is not in the office
  • Exercises superior client service through professional phone and email communications with internal/external clients
  • Analyzes process and recommends tactical and strategic solutions to achieve STP
  • Analyzes workflows and ensures sufficient cross training across all functions in Fixed Income Settlements
Qualifications for fixed operations
  • Trade Services Distribution - Analyzes all incoming products received through various communication mechanisms
  • Basic knowledge of operational policies and procedures for assigned area
  • Ensure the proper utilization of and interaction with internal support resources such as the Service Xpress specialists, Service Coaches, Wholesale Parts Operation Specialists
  • Support the enrollment in and implementation of brand initiatives such as Service Xpress, Xtime, ePDI
  • Act as liaison between VW special tool group & FOMs
  • Monitor & analyze performance, flag issues & report to Regional GM, Fixed Operations

Fixed Operations Job Description

Job Description Example
Our company is growing rapidly and is looking for a fixed operations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for fixed operations
  • Exercises initiative and independent judgment in resolving settlement/Triparty issues
  • Management of team members in Tokyo and oversight of multiple offshore locations supporting Japan business
  • Represent team in business relationship with internal and external clients
  • Ensure that control standards of the team’s processes are in line with firm’s policy regulations
  • Resource management including assignment of day-to-day functions and coaching to ensure staffs’ skill development
  • Lead local, regional and global projects, including new business launch and system enhancements
  • Drive change management to successfully implement market and/or regulatory changes
  • Propose and lead process innovation initiatives to enhance efficiency and control
  • Reviewing all markets and Agent Bank’s reports for failing and unmatched trades
  • Updating the settlement status in the company's clearing systems
Qualifications for fixed operations
  • Track the training & certification progress of the Region, Area & Dealership Service employees, & provide updates to Regional Fixed Operations Manager & Area teams
  • Retail automotive operations
  • FOM leads dealer network in the adoption/maintenance of the Volkswagen Service Core process and related process initiatives
  • FOM is primary contact for BBB / buyback and arbitration issues
  • Strong analytical skills with a focus on detail
  • 2+ years of previous experience in non-US Fixed Income Settlements

Fixed Operations Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of fixed operations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for fixed operations
  • Answering queries from Client Services and processing client compensation claims
  • CCP Reps are primarily responsible for the completion of daily processing tasks, working in a fast-paced, high-risk team environment, investigating and resolving issues to ensure client on boarding, account opening, trade allocation, confirmation processing and settlement occurs in line with client service level agreements while minimising risk to the Firm and client
  • Assists Supervisor in developing and improving procedures given the current systems utilized and new systems being developed
  • Settlement of Canadian Fixed Income Products
  • Assist in the timely and accurate settlement of Fixed Income Products daily trading activities
  • Reporting and following up on all problems, fails and exceptions
  • Creates, enhances and maintains the infrastructure to support business operations within Fixed Income Capital Markets
  • Assumes a lead role in strategic and tactical business planning and implementation
  • Acting as a liaison with brokers and trading desk to ensure accuracy of trade details in internal systems
  • Researching and resolving trade discrepancies / fails
Qualifications for fixed operations
  • An understanding of Settlements, including the end to end process and lifecycle of a trade
  • Senior security broking license for Cash Equities operations
  • Ability to work with various counterparts - internal and external clients, both onshore and offshore
  • Willing to recognize and own problems and initiate action to solve them
  • Being able to work under time pressure
  • PC Literate and proficient in MS Excel is essential

Fixed Operations Job Description

Job Description Example
Our company is searching for experienced candidates for the position of fixed operations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for fixed operations
  • Daily collateral movements for Futures
  • Processing trade corrections in OMS (Charles River) in accordance with the firms Trade Correction process
  • Assisting with on-boarding of new accounts and transitions
  • Monitoring and coordinating daily cash flow notifications
  • Monitoring and researching all trade fail claims
  • Creating new security setups in Security Master (Eagle SRM)
  • Coordinating and reviewing data attribute changes in Security Master (Eagle SRM)
  • Researching daily data exceptions that generate in OMS (Charles River) and reconcile to the Security Master (Eagle SRM)
  • Maintaining index data in Security Master ( Eagle SRM) database
  • Involvement in daily/monthly Pricing Process
Qualifications for fixed operations
  • Genuine interest and knowledge in the financial markets
  • Preferably Tertiary qualified with a finance or business related major
  • Completed or intention to study Securities Institute highly regarded
  • At least 3 years industry experience and experience in project management
  • Extensive experience in operations preferably within a bank, hedge fund or other financial services institution
  • Knowledge of financial processing systems

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