Middle Office - Transaction Management - AVP

Overview

Lead the Transaction Management team within Middle Office Services, supporting global investment management clients with day-to-day transactional responsibilities, with specific focus on Exchange Traded Derivatives.

What you'll do

• Oversee and provide day-to-day management of the Transaction Management team in location for responsible client
• Drive transaction management and settlement discipline excellence through proactive management of the trade lifecycle
• Drive transformation initiatives, including automation and process improvements
• Ensure compliance with regulatory requirements and manage associated risks
• Be responsible for service delivery and client sentiment, including direct client contact
• Support a strong risk management and control environment
• Identify, recommend and drive process improvement initiatives
• Conduct high-level analysis in specific areas of expertise, identify and resolve work-processing issues, make suggestions to streamline operations and implement them
• Liaise with colleagues in region or divisions globally where required for client issue resolution
• Perform work independently within scope of established guidelines and according to specific procedures
• Support and proactively manage Client Change Request items impacting Enterprise processes and Operating Models
• Communicate effectively on issues and problems to the Client and to SSC management and ensure proper and timely follow-up to ensure resolution
• Provide guidance, support and development opportunities to the members of your team
• Apply excellent analytical skills and ability to analyze on the spot

What you'll need

• Degree in finance, business, technology or equivalent, or relevant industry experience
• Extensive asset management experience, including investment operations, fund accounting and portfolio valuation
• Deep understanding of the Transaction Lifecycle as it relates to Exchange Traded Derivatives
• Broad and in-depth understanding of the asset management industry, gained through working in a variety of asset management disciplines
• Strong critical thinking, problem solving, and decision-making skills
• Trade and reconciliation break investigations experience
• Strong communication and presentation skills to audiences of different sizes and levels of seniority
• Must be self-motivated, adaptable and show initiative in different circumstances and under pressure
• Good team working skills and flexibility in working outside your responsibilities and areas of expertise
• Proven experience in client communication and interaction at all levels
• Strong English written and spoken ability
• Strong MS Excel, Access, Word and PowerPoint skills

Nice to have

• In-depth understanding of Middle Office operations, preferably Trade Management Operations inclusive of trade confirmation, settlement and reconciliation
• Product and industry knowledge, particularly in Exchange Traded Derivatives, and preferably across Equity, FI, FX and inclusive of Global Markets
• Understanding of key technology in support of investment management operations
• Experience of driving organizational change, with an understanding of change management principles, techniques and tools
• Experience in leveraging technology solutions including low-code tools, SQL, Python or similar is advantageous

Details

• Location: Chennai, India