oraclecloudinfrastructure
The Third Party Custody (TPC) Analyst ensures timely processing of transactions and reconciliation of TPC accounts within the Wealth Management Operations team. The role involves investigating and resolving position discrepancies, monitoring open items, and supporting continuous process improvements. The analyst works independently and collaboratively to maintain accurate portfolio valuations and manage client mandates.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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