Transaction Operations Specialist
- Kennett Square, Pennsylvania, United States
- Kennett Square, Pennsylvania, United States
Über
Overview
We don't simply hire employees. We invest in them. When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.
The Opportunity
Chatham's Financial Risk Advisory group is experiencing continued growth in interest rate and foreign currency (FX) hedging activity. To support this momentum, we're hiring
Transaction Operations Specialists
into the U.S. private equity real estate team to play a key role in ensuring the smooth execution and documentation of hedging transactions. This role is critical to our ability to deliver operational excellence and scale our services efficiently.
You'll work at the intersection of client service, transaction management, and documentation—coordinating across internal teams as well as external clients and counterparty banks to help execute financial hedges that mitigate risk for our clients.
What You'll Do
- Coordinate pre- and post-trade documentation with clients and dealer banks.
- Enter transaction details and documentation into Chatham's proprietary transaction management system.
- Support the onboarding and ISDA documentation process, collaborating with internal legal experts and external stakeholders.
- Confirm and validate trade economics to ensure accuracy at execution and post-trade.
- Help clients ensure funds are properly settled on transaction dates.
- Monitor and report on key operational workflows: documentation status, deal pipeline, client communications, and deadlines.
- Collaborate with our central operations team to meet compliance requirements, including KYC and AML protocols.
- Review loan agreements to extract and interpret economic terms relevant to hedge structuring.
- Stay current on derivatives regulations and provide process guidance related to compliance and trade execution.
- Contribute to training initiatives by sharing knowledge of documentation standards and regulatory requirements.
What Success Looks Like
- Delivering timely and accurate transaction execution support to internal teams and clients.
- Enhancing the scalability and efficiency of trade operations.
- Developing subject matter expertise in derivatives documentation, operations, and regulatory processes.
- Growing into a trusted partner for internal stakeholders, clients, and counterparty banks.
What You Bring
- Strong organizational skills and a proactive mindset.
- Attention to detail and consistent accuracy in a fast-paced, deadline-driven environment.
- Excellent communication skills—both written and verbal.
- Comfort with numbers and the ability to quickly learn financial terminology.
- A collaborative and flexible approach to problem-solving and process improvement.
Preferred Experience
- At least 2 years of professional experience in operations, finance, documentation, or client service.
- Background in
Sprachkenntnisse
- English
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