Process Associate, Wealth Management

2 days ago

Gurugram, India Genpact Full time

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI.

Inviting applications for the role of Process Associate, Wealth Management

The objectives of this Genpact operations unit must tieinto the overall aims of business. 

Responsibilities

Perform day to day operational support (Trade Matching, Settlements and Post settlements, Cash Management and Term Loans), prioritizing as necessary.

Communicate effectively with the brokers, traders, custodians and other third-party vendors in both written and verbal form to ensure correct settlement of trades, Term Loan transactions and resolution of breaks.

Investigate and resolve trade and term loan issues raised by Front Office (Portfolio Managers/Traders) Brokers, Custodians, and Internal Investment teams. Actively manage risks including but not limited to Operational, Reputational and Settlement.

 Ensure strong understanding of tasks assigned including investment concepts, best practices, and system requirements. Ensure willingness to participate in Cross skilling assignments. 

• Timely escalation of issues to SME/TL. Proactively mitigate process gaps or potential issues. Assist in creating and updating process documents. 

• Ability to think critically and act timely on issue resolutions and escalations. 

• Manage and maintain good working relationships with Front Office, Onshore and Offshore counterparts. 

• Support analysis to identify root cause of production problems and errors (SOE)and develop timely solutions. 

• Strong communication skills and use of tact to resolve conflicts. 

• Propose projects and process automations to promote service excellence. 

Qualifications we seek in you

Minimum Qualifications

Bachelor’s degree in Business Administration, 

Accounting, Finance, Economics or any related business course.

Preferred Qualification

• Related work experience within Trade Support, Middle Office, Investment Operations and or Fund Accounting. Investment certification is an advantage. 

• Strong knowledge in securities instruments and Investment Operational processes.

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