Ao / Erm

Describe the role:
The key job responsibilities include, but are not limited to:
- Achieve the KPIs (TAT and Accuracy) targets in all the activities carried out.- Responsible for setting up, updating, and closing of all institutional accounts requested by Account Transitions Team.- Working on and responsible for all new and existing markets requested by portfolio managers.- Need to work on getting market open and ready for trading at different custodians.- Working with internal teams on standing instructions required as per different markets.- Working with custodians & brokers for updating market specific trading details on internal systems.- Reconciling bank loan positions with internal system and resolve any breaks.- Working on resolving account discrepancies on internal systems.- Ensure end-to-end process flows and other documentation of procedure guides are in place.- Process training for new joiners and existing team members to create a knowledge bank.- Proactively anticipate and resolve queries issues arising from processes/ new joiners and resolve them or escalate them in a timely manner.- To assist in driving key initiatives like identifying process improvements to improve efficiency.- In absence of manager - monitoring queues and allocation of work.

What makes this role unique or interesting (if applicable)?

Due to the multi-faceted nature of the role and the diverse group that the ERM will liaise with daily, there are strong opportunities to develop skills across a broad spectrum of Operation functions such as Account Transitions, Portfolio Management Support and Administration to different requirements, among others.

Qualifications, Experience, Education:
- Overall 6+ years of experience with 4 years in Account Transition, Market opening etc- MBA/bachelor’s degree, or equivalent combination of education & experience is required.- Experience in reference data management is added advantage.- Knowledge of capital market, market workflow is required.

Skills:
- Ability to communicate at all levels with clarity & maturity with both written and verbal.- Client focused and results-oriented, diligent, and works with a sense of urgency.- Proficient in Microsoft Office, quick learner.

Pune, India