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Mid-level operations role in a metro at a recognizable financial firm, broad skillset increases competition.
Requires mutual funds and transfer-agency expertise, making the role industry-specific and less transferable.
Explicit 4+ years, domain-specific reconciliation and transfer-agency skills, and tool requirements make filtering strict.
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Process and reconcile pooled and single AXA Separate Account contract level transactions and corresponding money movements daily.
Perform quality control, research inquiries, and support additional Transfer Agency functions meeting SLA and quality standards.
Maintain and update department processes documentation to ensure compliance and operational efficiency.
Bachelor’s degree or equivalent in Finance, Economics, Accounting, or a related discipline.
Minimum 4 years of experience in trade processing, reconciliation, settlement, or related operations.
Working knowledge of MS Excel and MS Access is required.
Location requirement: Based in Pune, India.
Experienced in daily financial operations with strong problem-solving and analytical skills focused on trade and transaction accuracy.
Capable of working effectively within global teams under time-sensitive deadlines and can communicate well with internal and external stakeholders.
Familiar with capital markets, mutual funds, banking, securities, and reconciliation processes in a financial or business operations setting.