Corporate Action and Income Analyst- Associate

Overview

The Associate in Asset Services will provide daily support and guidance to staff, manage team operations and transitions, and act as escalation point for operational issues in corporate actions and income processing.

What you'll do

• Ensure day-to-day operations function smoothly and resolve issues for teams, with timely and accurate processing of all activities within given timelines.
• Manage a team, including staff development through engagement and training need analysis, regular performance appraisals, and weekly staff meetings and monthly one-on-ones.
• Engage staff in Asset Services/org initiatives, facilitate change initiatives within the team, ensure planned mobility for staff, and manage attrition as per org standards.
• Ensure team morale and motivation are high through team building and regular interaction.
• Carry out recruitment and transition of processes from onshore locations, including strategy, hiring, training requirements and acting as single point of contact.
• Identify operational risks proactively and mitigate appropriately.
• Serve as internal/external escalation point and act as central point of contact for process-related issues and improvements.
• Build mechanisms to manage volume peaks during peak season.
• Create adequate back-ups for critical positions and assist other teams during contingencies such as staff shortage or high volumes.
• Work closely with process owners, stakeholders and internal clients for overall growth of the bank's business.
• Build and refine process metrics (benchmarks) with team and onsite management.
• Review workflows and operating procedures to keep them current and implement process improvements.
• Review daily benchmark reports for each process line, investigate benchmark breaches with global counterparts, and work to improve the process.
• Liaise with relevant IT teams to resolve technical issues preventing optimum performance of operational processes.
• Build process documentation, define benchmarks, capacity models and baseline volumes for newly transitioned processes.

What you'll need

• 5 to 10 years of experience in investment banking operations, custody operations or securities operations, with at least 1-2 years in Corporate Actions/Asset Services.
• Sound knowledge of Corporate Actions, Mandatory, Voluntary, Income Processing, Fixed Income, redemptions, proxy and class action.
• Strong analytical skills, detail orientation, service commitment, and solid organizational and interpersonal skills.
• Ability to identify and develop strong working relationships with internal and external client groups.
• Comfortable dealing with multiple stakeholders and complex situations.
• Strong English written and verbal skills, with ability to converse clearly with internal and external staff by telephone and in writing.
• Good people management skills.
• Eye for detail.
• Experience of client-facing roles (internal and external).
• Graduate in Commerce or Finance.
• Proficient in Microsoft Office applications.
• Proven ability to leverage AI tools to enhance productivity and optimise workflows, applying critical judgment to ensure responsible and ethical use of data and AI outputs.

Nice to have

• Post Graduate or MBA.

Details

• Location: Jaipur, India.
• Ready to travel as and when required.
• Willing to work in shifts.