Overview
Delivery Operations Team Lead in the ATOM trade processing service, managing voluntary corporate actions, trade finance and related operations for trading and treasury clients.
What you'll do
- Monitor market sources (custodians, exchanges, SWIFT messages) for upcoming voluntary corporate actions and validate event details such as terms, deadlines, eligibility and tax implications.
- Ensure accurate event setup in corporate actions systems.
- Notify clients of voluntary corporate actions via official channels, providing event details, decision deadlines and options (e.g., cash vs. stock election).
- Track client responses and ensure timely submission to custodians and agents.
- Capture and validate client instructions for corporate actions and coordinate with custodians, depositaries and counterparties for confirmation.
- Calculate entitlements based on event terms and client positions, and allocate proceeds (cash or securities) to client accounts post-event.
- Identify and escalate discrepancies in event terms or entitlements.
- Ensure adherence to regulatory frameworks (SEC, FCA, MiFID II, CSDR) and process withholding tax reclaims where applicable.
- Perform daily reconciliations of corporate action positions and entitlements, investigate and resolve mismatches with custodians and internal books, and work with finance and settlement teams to ensure correct postings.
- Notify internal and external parties of all incoming corporate events, and request and check that corporate actions bookings are in FO systems before pay date.
- Respond promptly to FO, MO and external counterparty requests.
- Develop and deliver business solutions related to trade finance products offered by banks, including import and export bills, foreign bill collection, banker's acceptances/reimbursements, letters of credit and open account trading.
- Analyze and solve moderately complex problems, creating new solutions where needed, and manage small teams and/or work efforts.
What you'll need
- Any graduation.
- 7-11 years of experience.
- Process-orientation.
- Hands-on experience with trouble-shooting.
- Agility for quick learning.
- Problem-solving skills.
Details
- Location: Bengaluru.
- May require working in rotational shifts.
Read the full description and apply on the company’s own careers page.