Interfaces - Onboarding Client Integration Specialist

3 weeks ago

Mumbai, India Enfusion Full time
Enfusion is a pioneer in developing innovative, native cloud investment management software, analytics, and managed services for asset managers and hedge funds around the globe. We underpin the investment operations of fund managers from our global offices spanning four continents. Our unique, seamless, SaaS-based platform is reshaping the global investment operations landscape by removing traditional information boundaries and uniting the front-, middle- and back-office into one system, with one unified data set.    Passionate about client service, we complement our software solutions with expert middle- and back-office managed services. In fact, we've been recognized as Best Managed Services Provider  at the HFM EU Services Awards.  We help fund managers around the world streamline their operations, mitigate risk, and improve transparency and reporting so they can confidently focus on what they do best – invest.

As a company, we’re absolutely committed to the growth, development, and well-being of our people. Enfusion is where you can pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career.  If you're looking for a culture that is inclusive, collaborative, entrepreneurial, values diversity, fosters and rewards creative exploration, and strives to continually exceed client expectations then we're looking forward to hearing from you.     Learn more about Enfusion by visiting  and apply today

Interfaces Testing

The Team:

    The Interface Testing team is responsible for taking ownership of setting up client environments, testing with vendors and onboarding the client on to the Enfusion Platform. The team will collaborate with the Business groups/Product team on new development and enhancements for clients.

The Role:

We are looking for candidate to join our Interfaces Testing team. In this role, you will primarily work on the setups to facilitate seamless flow of data to and from between Enfusion and Vendor/Client via FTP/Email. Engage with different types of vendors such as PBs/Admins/Custodians/Trade Matching and Affirmation/External OMS service providers etc. Work on different types of datasets is Trade/Position/Security EOD Export, Trade/Position/Cash T+1 Imports, Stock Borrows & Short Locates, Trade matching & affirmations with NYFIX, Omgeo etc.

What You’ll Do:

  • Interact with clients/technology providers and project managers via email or telephone to understand and set up connectivity relationships between Enfusion and client’s Prime brokers / Fund Admins.
  • Perform various types of tests on sample trade files of Equity Trades, Equity Swaps, Repos, FX, Stock Loans, and Listed Derivatives transactions. Ensure testing of Interfaces is complete and exhaustive across the entire product scope accounting for any corner case scenarios.
  • Communicate results and issues on a timely basis via email or telephonic conversation to the Prime Brokers.
  • Understand the test trade files and refine testing processes. Follow up with the internal team to fix the issues identified during trade testing.
  • Develop and understand the Enfusion application to identify, isolate and quickly communicate the source of issues.
  • Ensure all jobs, existing and new, are running correctly and any failures are being promptly addressed in a tactical and strategic manner.

What You’ll Need:

  • Bachelor’s Degree in Finance, Economics, Accounting, or Computer Science
  • 2-5 Years of experience working in a middle office operations role at a fund administrator, financial technology company, or complex asset manager
  • Has experience in Trade Capture, trade booking functionality
  • Good to have experience with Client onboarding or Client integration processes.
  • Familiarity with various asset classes in a middle office operations capacity 
  • Proven ability to create and improve processes and best practices
  • Proven ability to effectively communicate with all levels of staff and management
  • Highly organized, self-driven, and able to work in a fast-paced environment
  • Experience with ticketing tools such as Jira or Zendesk is a plus
Enfusion offers a competitive compensation and benefits package, retirement and pension plans, and generous Paid Time Off policy; and paid parental leave. Other perks include commuter benefits, and an employee assistance program.  All benefits and programs are subject to applicable eligibility requirements.  

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