Senior Investment Operations Specialist

1 week ago


Bengaluru, Karnataka, India beBeeInvestment Full time US$ 1,00,000 - US$ 1,50,000

We are seeking a Senior Investment Operations Specialist to join our team.

This role will involve providing lifecycle support for institutional trade flow, managing client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, and resolving confirmation and ISDA related issues.

The ideal candidate will have experience in Institutional Investment Operations, with a strong understanding of process improvement and risk control development. They will also have excellent leadership skills, with the ability to bring groups together to resolve complex issues.

The successful candidate will be responsible for delivering quality solutions that meet or exceed customer needs and expectations, while operating within well-documented end-to-end processes. They will focus on continuous improvement and creation of efficiencies, and will determine and address the root cause of issues to eliminate them and streamline processes.

They will also play a key role in attracting, retaining, and developing top talent, ensuring strong focus on training, succession planning, career development, and managing career opportunities. They will maintain equitable relationships with senior stakeholders, including Operations, Risk & Control, Technology, Learning, Human Resources and Support Groups.

In addition, they will have a strong understanding of risk standards, policies, and regulations, and will identify potential risks in operational processes, developing and implementing controls to mitigate associated risks.

  • Responsibilities:
  • Provide lifecycle support for institutional trade flow
  • Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation
  • Resolve confirmation and ISDA related issues
  • Determine and address the root cause of issues to eliminate them and streamline processes
  • Deliver quality solutions that meet or exceed customer needs and expectations
  • Operate within well-documented end-to-end processes
  • Maintain equitable relationships with senior stakeholders
  • Play a key role in attracting, retaining, and developing top talent
  • Have a strong understanding of risk standards, policies, and regulations
  • Identify potential risks in operational processes, developing and implementing controls to mitigate associated risks


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