Middle office OR Client Onboarding

Analyst/ Senior Analyst, Middle OfficeWhat youll do: • Strong understanding of the intricacies of transaction management and security master capture across different asset classes, reference data management and asset servicing. • Onboarding clients on to the platform Scoping, integrating with client's OMS and establishing workflows. • New and existing...

locationsBangalore - Northposted onPosted 3 Days Ago time left to applyEnd DateMay 31, hours left to apply) job requisition idJR Job Overview: Important Note to Candidates:This role is not suitable for pure operations/BAU profiles. It requires strong Calypso functional knowledge, business analysis skills, and the ability to configure, support, and...

locationsBangalore - Northposted onPosted 3 Days Ago time left to applyEnd DateMay 31, hours left to apply) job requisition idJR Job Overview: Important Note to Candidates:This role is not suitable for pure operations/BAU profiles. It requires strong Calypso functional knowledge, business analysis skills, and the ability to configure, support, and...

This role focuses on investment guideline monitoring, trade review, and client onboarding, and involves working closely with portfolio managers and global compliance teams.Key responsibilities include:Reviewing client investment guidelines and onboarding new accountsMonitoring daily trades to ensure regulatory and internal complianceCoding and reconciling...

Description Associate - Middle Office PUNE, BANGALORE Reporting The position reports to AVP - Middle Office Key duties and responsibilities - Planning, scheduling and managing the daily workflows of all client deliverables within the team. - Responsible to review/prepare the Middle Office Reconciliations on a daily/Monthly basis. - Prepare...

Customer Service & Operations, Customer Middle Office Associate - Gurugram, India- Permanent- Full Time#R-00243040 Join our digital revolution in NatWest Digital X In everything we do, we work to one aim. To make digital experiences which are effortless and secure. - So we organise ourselves around three principles: engineer, protect, and operate. We...

Client Onboarding Specialist Intern Who are WE? At Spyne , our mission is to revolutionize automotive retailing. Every year, 52 million cars are sold in the US, for a combined worth of $1700 billion, and, valuing the used-car market at $1000 billion. Our new-age, Generative AI -powered solutions are designed to transform the car visuals into premium studio...

Associate - Human Resources Associates (CA) is Indias first and largest Multi Family Office Firm founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as...

Job DescriptionWhat Youll Do:- Candidate should be able to do daily transaction management, creation, and management of security master across different asset classes, reference data management and asset servicing.- Help the project POc's to onboard clients on accounting platform from middle office perspective: define the scope,integrate with client's OMS...

This role focuses on investment guideline monitoring, trade review, and client onboarding , and involves working closely with portfolio managers and global compliance teams.Key responsibilities include:Reviewing client investment guidelines and onboarding new accountsMonitoring daily trades to ensure regulatory and internal complianceCoding and reconciling...