Analyst, Investment Operations

Overview

Support Global Operations in investment operations, focused on the trade lifecycle for equity and fixed income, including settlements, in the EMEA shift based in Mumbai.

What you'll do

• Work closely with internal teams (portfolio managers, analysts, traders) and external partners (custodians, counterparties and brokers) to ensure seamless communication and resolution of operational issues.
• Support the end-to-end trade lifecycle for a wide range of products, ensuring accurate and timely processing of trade settlements, confirmations and settlements.
• Manage, coordinate and deliver day-to-day operational responsibilities to the core business clients.
• Identify, escalate, mitigate and resolve operational risk effectively and collaboratively.
• Evaluate and improve existing operational processes and maintain up-to-date procedures to reduce risk, increase efficiency and support regulatory requirements and business initiatives.
• Display exemplary conduct and live by the organization's Code of Conduct.

What you'll need

• A minimum of 2-3 years of previous experience in the financial services industry, preferably in a trading operations capacity within an asset management firm.
• Familiarity with custodian, broker and money manager operations.
• Organized, analytical, detail-oriented and precise with numbers, with a solid understanding of the securities/fund industry and investment concepts and strategies.
• Strong individual contributor and team player in a fast-paced environment, able to prioritize and complete multiple assignments under short deadlines.
• Ability to identify potential issues, promote efficient resolution, set and pursue goals, and demonstrate commitment to organizational success.
• Excellent communication skills, tailoring communication style to the situation.
• Strong computer skills, including advanced proficiency with Excel.
• Strong interpersonal, oral and written communication and collaboration skills with all levels of management.
• Strong organizational skills, adapting to shifting priorities and meeting frequent deadlines.
• Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability.
• Ability to act with discretion and maintain complete confidentiality.

Nice to have

• Bachelor's degree in finance, economics or business administration.
• CFA or progress towards CFA.
• 2-3 years of experience in asset management operations, banking operations, finance or a related function.
• Prior experience with Bloomberg AIM.
• Prior experience with trading and portfolio management systems.

Details

• Location: Goregaon (East), Mumbai.
• Shift: EMEA, 1:30 pm - 10:30 pm IST.
• Reports to: Manager, Global Operations.