Specialist - Investment & Trade Operations - Mumbai, India - Careerfit

Description

Responsibilities:

• Manage investment and trade operations, ensuring the timely and accurate processing of investment transactions and trades.
• Coordinate with internal teams, external vendors, and counterparties to facilitate the settlement of trades, including equities, fixed income, and derivative instruments.
• Monitor trade lifecycle events, including trade capture, confirmation, settlement, and reconciliation, to minimize operational risk and ensure compliance with regulatory requirements.
• Investigate and resolve trade discrepancies, failed trades, and trade breaks, collaborating with stakeholders to implement corrective actions and prevent reoccurrence.
• Conduct periodic reviews of trade operations processes and procedures, identifying opportunities for process improvements, efficiency gains, and risk mitigation.
• Provide support and guidance to junior staff members, assisting with training, development, and problem-solving as needed.
• Stay updated on industry trends, market practices, and regulatory changes related to investment and trade operations.

Requirements:

• Bachelor's degree in Finance, Business, Economics, or related field.
• Proven experience in investment operations, trade support, or related roles within the financial services industry.
• Strong knowledge of investment products, financial markets, and trade lifecycle processes.
• Familiarity with trade settlement systems, order management systems, and trade processing platforms.
• Excellent analytical, problem-solving, and decision-making skills.
• Ability to work well under pressure and manage multiple tasks in a fast-paced environment.
• Strong communication and interpersonal skills, with the ability to collaborate effectively across teams.
• Attention to detail and a commitment to accuracy in trade processing and documentation.
• Knowledge of regulatory requirements and industry best practices in investment operations.

Skills:

• Investment Operations: Managing investment transactions and trade settlements.
• Trade Support: Monitoring trade lifecycle events and resolving trade-related issues.
• Process Improvement: Identifying opportunities to streamline operations and enhance efficiency.
• Risk Management: Mitigating operational risk and ensuring compliance with regulatory requirements.
• Leadership: Providing guidance and support to junior staff members.

Preferred:

• Professional certification such as CFA (Chartered Financial Analyst) or similar credential.
• Experience with trade settlement systems such as DTCC, Euroclear, or Clearstream.
• Knowledge of securities regulations and market practices in multiple jurisdictions.
• Proficiency in financial software and systems such as Bloomberg, Reuters, or Charles River IMS.