Institutional Investment Operations Associate

Overview

Support key institutional investment operations activities, managing critical operational processes and collaborating with business partners to drive operational excellence and client service.

What you'll do

• Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systems.
• Provide ideas for improving or implementing processes.
• Perform moderately complex duties such as processing, researching inquiries, and reconciling transactions.
• Review time sensitive documents.
• Provide training or work direction to less experienced staff.
• Support audit requirements within the process.
• Address compliance and corporate governance issues for the department.
• Lead or participate in projects.
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
• Interact with internal and external customers as per prescribed process or procedure.
• Identify and drive process re-engineering or transformation opportunities within the process.
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.
• Ensure at end of day that all queues are cleared/completed as per procedure.
• Perform analysis of low affirmation rates with counterparties and client outreach.

What you'll need

• 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Understanding of Pre-Matching, Trade Allocations, and Affirmations/Confirmations in the US Domestic Market.
• Sound and strong knowledge of Pre-Settlements/Settlements and the trade life cycle.
• Excellent process and product knowledge.
• Ability to deliver against strict deadlines, operate under pressure, and maintain a calm demeanor while dealing with issues and situations.
• Excellent email and time management skills.
• Ability to understand needs and sensitivities of internal and external clients and proactively ensure they are met.
• Ability to build relationships with businesses and counterparties to ensure effective escalation and timely resolution of issues.

Nice to have

• MBA or bachelor's degree in finance.
• 5+ years of experience in securities operations background.
• Energetic individual who can work well under pressure and in a team environment with demanding deadlines.

Details

• Location: Hyderabad, India.
• Willingness to work night shift, weekends, and US offs as per business demands.
• Posting end date: 23 Oct 2026.