Senior Associate, Performance

1 day ago

Bangalore, India Opteamix Full time

Position: Senior Associate - Trade Operations Job Overview: The Senior Trade Operations Associate is a key member of the Trading & Operations team responsible for managing the full post-trade lifecycle across multiple asset classes and custodial relationships. Manage daily trade operations across equities, fixed income, and options—from trade capture to final settlement. Identify areas where automation can streamline workflows or reduce manual touchpoints. Reconciliation & Risk Control Mentor junior team members and help strengthen overall operational knowledge across the team. Minimum of 5 - 7 years in trade operations within an RIA, asset manager, hedge fund, or broker-dealer. Hands-on experience with Charles River (CRIMS) and custodian platforms (Pershing, Fidelity, Schwab, Goldman Sachs). Deep understanding of trade settlement, clearing, and custody operations, including DTCC and Omgeo workflows. Comfortable working with data and systems—advanced Excel skills and familiarity with automation tools are a plus. Experience leading or supporting T+1 settlement readiness or other industry initiatives. Prior experience managing vendor relationships or system integrations. Performance Metrics Successful implementation of process improvements and automation. Quality of internal documentation and SOPs.

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