Senior Settlement Officer

AI overview

Drive strategic leadership in settlement processes, ensuring compliance and efficiency while providing mentorship to junior team members in a vibrant, inclusive workplace.

We are seeking a highly motivated and skilled Senior Settlement Officer to join our settlement team.

Key Responsibilities:

 

  • Manage and oversee the settlement of financial transactions, providing strategic direction and leadership for the entire settlement function.
  • Ensure accuracy and timeliness of all transactions and resolve complex discrepancies and issues during the settlement process.
  • Lead the reconciliation of accounts and maintain accurate transaction records, including oversight of all reconciliation activities.
  • Coordinate with other financial institutions and external parties for smooth settlement, serving as the primary point of contact for settlement-related interactions.
  • Uphold compliance with banking regulations and internal policies, providing expert guidance and support on regulatory matters.
  • Identify and implement high-level process improvements for enhanced efficiency and accuracy within the settlement function, working closely with senior management and other stakeholders.
  • Provide mentorship, training, and leadership to junior and mid-level team members involved in the settlement process.
  • Acts as the Team Leader backup in case of need for projects follow-up, controls performance and declaration, oversights presentation and others.
  • Degree in Finance or related field.
  • More than 5 years of experience in a financial role.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
  • Ability to handle and prioritize multiple tasks in a fast-paced environment.
  • Attention to detail and strong organizational skills.
  • Good knowledge of English, both written and verbal. French is a plus.
  • Intermediate to advanced Excel skills (Pivot Tables, Conditional Formatting, advanced formulas). VBA is a plus.

Our workplace reflects the vibrant spirit of our locations, with initiatives such as a Green Transportation Budget, electric bikes and a flexible Hybrid Work Policy. We promote wellbeing through the Honolulu Wellness Club, a Prayer Room, a Lactation Room, and themed Villages that inspire creativity and collaboration. Through our ESG and DEI strategies, we are commit to being inclusive, caring, and fair, ensuring every voice is heard and valued.

Perks & Benefits Extracted with AI

  • Wellbeing initiatives and themed collaborative spaces: Honolulu Wellness Club, a Prayer Room, a Lactation Room, and themed Villages that inspire creativity and collaboration

Natixis in Portugal is fully integrated in the global organization of Natixis, a French multinational financial services firm specialized in Asset & Wealth Management, Corporate & Investment Banking, Insurance and Payments. A subsidiary of Groupe BPCE, Natixis counts nearly 16.000 employees across 38 countries.Based in Porto, Natixis Centre of Expertise mission is to transform traditional banking by developing innovative solutions for the bank’s business, operations and work culture worldwide, as a key driver of the company’s culture of agility and innovation. Teams of IT and Banking Support Activities work in an integrated, inclusive and transversal way, supporting all the business lines and country platforms.Natixis in Portugal is the best combination of a “start-up mindset” with a large, solid structure. Its unique culture gives true meaning to a “beyond banking” personality: to be a real entrepreneur, self-challenging, ever striving to excel and go that extra mile.

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