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CM/IM Operations Analyst
0-3 years
Bangalore / Bengaluru
1 vacancy
CM/IM Operations Analyst
KloudPortal
posted 3d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Experience and understanding of the U.S. or International Banking and Securities and Wealth Management industry, and experience working with a financial services consulting organization or a large bank or a broker-dealer or investment management firm or GCC (Global Capability Centers) of these financial services firms.
- Experience with different securities products (e.g., bonds, equities, stocks, mutual fund, derivatives) and functions (e.g., custody, trading) in Wealth Management space.
- Experience in Trade Life Cycle (Onboarding / Trade Confirmation / Reconciliation / Settlement / Transfers / Reporting) of Securities (Equities/Fixed Income/Foreign Exchange/Derivatives), Order/Execution Management Systems, and Front Office Support.
- Exposure in the Trade Operations domain especially with cash, position, stock reconciliation and settlements, along with breaks resolution
- Comfortable working in large teams and processes.
- Strong analytical, communication, stakeholder management and presentation skills.
- Good communication skills with the ability to articulate complex financial information and proficiency in documenting findings and effectively communicating risk control issues to stakeholders.
- Good problem-solving and analytical skills to navigate through complex business scenarios and recommend effective mitigation strategies action plans.
- Flexible and dynamic in nature and able to turn around work quickly.
- Flexible to work from office 5 days a week, in night shifts, and follow client specific holidays, as required
- Bachelors degree in Finance, Accounting, Management, or similar field
- 0-3 years of relevant experience
- Across one of 2 USI locations (Hyderabad, Bengaluru)
Employment Type: Full Time, Permanent
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