Investment Banker

1 week ago


Gurgaon, Haryana, India Coforge Full time
Designation- Team Leader
Location- Gurugram
Package- 7.5 Lpa Max (Based on Last drawn)
Shifts- Rotational Shifts
Cab- Both sides cab

Key Competencies
Understanding of Capital Markets domain – Knowledge of Equities, Fixed Income, Traditional Assets, Bonds, Mutual Funds, Corporate Actions, Dividends etc.
Experience in Process Transitions, creating Standard Operating Procedures and Knowledge Assessment Tests.
Problem solving skills to create workarounds to ensure successful mitigation of risk.
Knowledge about Trade Life Cycle.
Understanding of back office accounting systems such as internal investment systems, custodian reporting systems, Bloomberg, Reconciliation applications etc.
Ability to analyze process flows and identify process gaps.
Client and People Management skills.
Should be able to motivate people.
Good Communication both verbal & written, should be able to express explicitly.
Proficiency in MS-Excel along with knowledge of MS Office Suite.
Ability to work as part of a team and contribute towards team goals.
Open to work in US shift timings.

Key Responsibilities

Meeting the expected Levels of Service Delivery – Process Turnaround time, Self & Team Productivity, Accuracy, Attendance.
Maintaining Production, Customer, Quality, Training, Knowledge management documentation and other process audit artifacts.
Maintain Standard Operating Procedures and other process related documents intact.
Facilitate process Trainings - Prepare, Review and Report training progress of new hires.
Preparation of Dashboards to provide status update / performance level to Client and Internal stakeholders.
People Management (10-12 team members).
Leave / Roster Management of the team.
Coaching / Mentoring Process Analysts / Team Members.
Conducting regular documented one on one with Process Analysts / Team Members.
Daily reporting on performance evaluation to external clients.
Implementation of process improvement projects having a cost / time benefit.
Settlement of Trade activities and Wire Movements for Trade transactions.
Monitoring Fail and Large Trades queues, executing trades timely.
Processing Income events on clients account like Dividends, Interests on payable date.
Identifying overpaid and underpaid clients and paying them correctly.
Research and Fix differences between internal investment system and Custodian reports.
Respond on share mailboxes and Client queries.
Liaise with the Clients and cross-functional operational departments on problematic transactions.

Experience and Qualifications

Academic Qualifications & Experience
Graduate in Finance/Accountancy/Economics/Statistics.
Should have minimum 5 Years of experience in the BFS Domain – Preferably Investment or Wealth Management.
Certification or Short Term Course done in Capital Markets / Investment Banking / Asset & Wealth Management.

Interested candidates can share their CV at Harshpreet.kaur@coforge.com

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