Specialist - Investment & Trade Operations

2 weeks ago

Mumbai, India Careerfit.ai Full time

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.

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