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**Job Description - Asst. Manager, Operations**

Job Title:
Asst. Manager

Date:
Immediate

Department:
Client Implementation

**Location**:
Chennai

Business Line / Function:
IFSO

Reports to:
Manager

Grade:
(if applicable)

Number of Direct Reports:
Directorship / Registration:
**Position Purpose**:
The purpose of the role is to lead the Client implementation operational team in managing BAU activities in the space of various transition events such as Portfolio setup, Portfolio closure, Portfolio restructure, onboarding, off boarding of clients etc within Middle office.

**Responsibilities**

**Direct Responsibilities**:

- An SME in performing various client implementation activities such as Portfolio setup, Portfolio closure, Portfolio restructure, onboarding, off boarding to the underlying Asset Manager clients
- Ensure KPIs and KRIs of the team are met and in line to SLA standards
- Ensure all stock / cash movements are completed as per the agreed transition timelines
- Ensure to support the team as a validator / controller as required in BAU
- Ensure preliminary analysis is performed for the transition / project activities and to highlight any issues to managers / onshore transition managers
- Ensure eye to detail in managing various activities within the process
- Should participate in all the stakeholders meeting and ensure complete understanding of the project as per the client requirement
- Proactive in managing risk and Incident management
- Act as a SPOC for audit and other assignments for the team
- Contribute towards process enhancements to bring in operational efficiencies
- Develop a strong understanding of all upstream and downstream processes, systems and stakeholders involved
- Ensure effective communication to all the parties involved
- To follow escalation protocols to managers, senior stakeholders on all critical topics within the process
- Ensure the skill matrix and training plans are upto date for self and team (where applicable)
- Ensure periodic review of procedures, checklist etc are carried out and changes incorporated as required
- Ensure to be a backup for the managers of the team where required
- Willingness to take on other duties as assigned by the manager

**Technical & Behavioral Competencies**:

- Overall understanding of Capital markets operations with familiarity towards Middle office trade processing, fund accounting, custody business etc.
- Hands on experience in New fund setups, fund closure, transition activities etc within similar domain
- In depth knowledge on transition related activities linked to Asset manager clients
- Zeal to learn new things
- Fair understanding of various investment products such as Equities, Fixed income, MM, FX, etc
- Must be prepared to work in flexible timings
- Excellent communication skills
- Collaborative mindset and an excellent team player with a zeal to lead the team where required
- Ability to influence decision making throughout various organizational levels
- Problem solving and problem resolution skills at a functional level
- Communicates effectively with diverse groups and individuals across different locations including within the team, onshore partners, project team, managers etc

**Specific Qualifications (if required)**:

- Accounting/Finance/Economics or Financial Services Related Degree

**Skills Referential**

Behavioural Skills: (Please select up to 4 skills)

Ability to collaborate / Teamwork

Attention to detail / rigor

Client focused

Creativity & Innovation / Problem solving

Transversal Skills: (Please select up to 5 skills)

Analytical Ability

Ability to set up relevant performance indicators

Ability to develop and adapt a process

Ability to develop others & improve their skills

Ability to understand, explain and support change

Education Level:
Master Degree or equivalent

Experience Level

At least 5 years

**Other/Specific Qualifications **(if required)