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Chatham Financial · 1 month ago

Transaction Operations Specialist

Kennett Square, PA, United States

Full-time

Onsite

Entry, Mid Level

2+ years exp

Chatham Financial is the largest independent financial risk management advisory and technology firm. They are seeking a Transaction Operations Specialist to ensure the smooth execution and documentation of hedging transactions, coordinating between internal teams and external clients.

AccountingFinanceFinancial Services

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

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

Qualification

Transaction managementDerivatives documentationClient serviceFinancial terminologyOrganizational skillsAttention to detailCommunication skillsProblem-solving

Required

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

At least 2 years of professional experience in operations, finance, documentation, or client service

Background in bank operations or as a paralegal is a plus

Experience improving or managing processes in a team setting

A degree in any field. Finance is not required, but quantitative comfort is important

Company

Chatham Financial

Glassdoor4.1

Chatham Financial is the largest independent financial risk management advisory and technology firm.

Founded in 1992

Kennett Square, Pennsylvania, USA

501-1000 employees

http://www.chathamfinancial.com/

H1B Sponsorship

Chatham Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (9)

2024 (8)

2023 (12)

2022 (10)

2021 (7)

2020 (9)