Middle Office Operations (Assistant/Associate Director)

Job Purpose

The candidate will collaborate closely with senior managers and the sales team to foster and strengthen our Global Markets client relationships. Key responsibilities include providing solutions and support for Trading Operations and Product Control functions, actively participating in roadshows and leading client meetings, setting up new support teams, leading transitions and overseeing teams.

Key Responsibilities

• Supporting clients on setting up and managing processes for:
• Trading Operations, including trade lifecycle management, settlements, allocations, etc.
• Product control & Financial control
• Client Relationship Management:
• Actively participate in roadshows and lead client meetings to build and strengthen relationships
• Identify and purse new business opportunities
• Lead transitions and facilitate smooth account setup
• Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment
• Team Management
• Setup teams, manage staffing and oversee delivery teams
• Setup processes and process control plans for managing smooth workflow and project completions - managing project timelines and quality of deliverables in a manner to ensure high client satisfaction”
• Provide guidance and trainings to the team-members, monitor team-performance and drive productivity
• Collaborate with senior management and the sales team to develop and implement strategic initiatives
• Demonstrate strong understanding of leading software applications and platforms, to drive meaningful discussion with clients on transitions and implementations

Key Qualification and Competencies

• MBA/ CFA/ CA
• Strong statistical and analytical skills
• Middle office or Control function experience with Investment banks / investment banking clients
• Sound knowledge of financial markets with hands on experience in Equities, Fixed income products, Derivatives, Securitized products, Swaps, etc.
• Experience and good understanding of global market operations, including Middle-office & Back-office operations, Trade life cycle management
• The candidate should have the ability to work independently
• Prior experience of process transitions and system implementations would have an advantage
• Ability to understand client requirements and execute work under pressure especially on short time bound deadlines
• Excellent written and spoken communication skills
• MS Office skills – should be good in MS PowerPoint, MS Excel, and MS Word