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Senior Records Management Officer Controller

Taleo Consulting · Lisbonne

Senior 🇬🇧 English
data warehouse technologies trade reconciliation

Descrição do cargo

About the role

The Senior Records Management Officer Controller will support the global Records Management Office (RMO) in executing its strategy across the Americas, EMEA and APAC. You will help shape the Target Operating Model, ensuring that regulatory and non‑regulatory records are managed, protected and accessible in line with strict governance standards.

Key responsibilities

  • Maintain and update RMO policies, procedures and retention schedules.
  • Support automation initiatives to replace manual processing of records.
  • Oversee day‑to‑day business‑as‑usual operations within the RMO.
  • Participate in RMO projects such as control framework enhancements, record‑keeping improvements and annual recertification.
  • Assist in transforming records‑management processes to meet organisational and regulatory requirements.

Required profile

  • Strong understanding of the trade lifecycle (pre‑trade, post‑trade, execution tickets, settlement, booking) for at least one asset class.
  • Experience analysing transactions at the trade level, with trade reconciliation background considered a plus.
  • Ability to work collaboratively across IT, Compliance, Legal, Controls and Data Management teams.
  • Proactive, detail‑oriented and capable of learning quickly across multiple trading applications.

Required skills

  • Knowledge of industry‑standard data warehouse technologies.
  • Trade lifecycle knowledge.
  • Trade reconciliation experience.

Questions fréquentes

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Taleo Consulting

Lisbonne