Job Description

Business Unit name: Wealth Management Operations Process name: Settlements/Corporate Actions/Wealth Operations Key requirements: Should have sound knowledge on various financial instruments in Wealth Operations / Capital markets - Equities, Fixed Income, Treasury, FX, Futures. Should have at least 12-15 years of experience in Settlements Life cycle management, Corporate Actions, Trade capture / Trade bookings, experience in confirmations, Settlements, and Fails Management, Reconciliation - Cash/position Strong analytical and problem-solving skills particularly regarding complex financial information Strong understanding of Fixed Income/Equity products or structured products skills (e.g. Option, Swap, Forward and other derivative strategies etc.) and excellent understanding of the controls relating to the complete trade life-cycle Strong supervisory and leadership skills Excellent organizational skills and attention to detail Must have lead a team of 40+ FTE with at least 1 direct reporting at Managerial level Key responsibilities: Adherence to Quality control standards laid down by business Meeting service level agreement on regular basis Regular follow-ups with clients and checking for feedbacks from managers. Daily, Weekly and Monthly MIS Reporting to the management. Ensure that all queries from internal and external parties are dealt with efficiently and professionally. (Essential) Assist clients and staff members in complex problem resolution. (Essential) Interact with various business groups within the firm. (Essential) Desired Candidate Profile Education: Graduate, Preferably in Commerce/ Accountancy /Economics (Essential) Bachelor\'s / Master\'s degree in Finance (Essential) Experience: 12-15 years relevant experience in Investment Banking operations/Capital Markets/Wealth Management. Essential Skills / Aptitude: Reasoning skills required. (Essential) Strong motivation to succeed, both as an individual and as a team Ability to work under pressure, prioritize and meet deadlines Ability to multitask in a fast-paced environment. (Essential) Effective problem solving and critical thinking skills Ability to use discretion and good judgment Excellent communication and interpersonal skills Shift Time : US process, candidate should be willing to work in core night shift and local candidate based out of Hyderabad will be given preference Technical Skills SNo Primary Skill Proficiency Level * Rqrd./Dsrd. 1 MS Excel PL4 Required 2 MS Office PL4 Required 3 MS Word PL4 Required Domain Skills SNo Primary Skill Proficiency Level * Rqrd./Dsrd. 1 Private Equity Fund Accounting NA Desired 2 Fund Accounting NA Desired * Proficiency Legends Proficiency Level Generic Reference PL1The associate has basic awareness and comprehension of the skill and is in the process of acquiring this skill through various channels. PL2The associate possesses working knowledge of the skill, and can actively and independently apply this skill in engagements and projects. PL3The associate has comprehensive, in-depth and specialized knowledge of the skill. She / he has extensively demonstrated successful application of the skill in engagements or projects. PL4The associate can function as a subject matter expert for this skill. The associate is capable of analyzing, evaluating and synthesizing solutions using the skill.

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