Financial Services Analyst

4 days ago


Mumbai, Maharashtra, India eClerx Full time

Job Title: Financial Services Analyst

About the Role:

We are seeking a highly skilled and detail-oriented Financial Services Analyst to join our team. As a Financial Services Analyst, you will be responsible for providing support in various back-office and middle-office processes for financial institutions.

Main Responsibilities:

  • Handle various stages of the client/product lifecycle across KYC, reference data management, legal documents, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more.
  • Perform various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium).
  • Manage operations of Syndicated Loans and Corporate action setup and operations.
  • Manage other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, Know Your Customer (KYC), various front-office and back-office reconciliations).
  • Learn and master various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.g., Corporate and Treasury Bonds).

Qualifications and Skills:

  • Bachelor's Degree (BBA, BBM, BCA) / Master's Degree (MBA, PGDM)
  • 0 to 2 years of experience in investment banking operations involving projects, people, process, and client management
  • Basic knowledge of finance, trade lifecycle, investment banking, and derivatives
  • Strong logical and quantitative abilities to derive insights from data
  • Excellent time management skills and ability to resolve issues promptly
  • Proficiency in planning, organizing, and time management


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