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Tier-1 brand, metro location, and generalist operations role increase qualified applicant density.
Role's finance-specific reference data, settlement processes, and compliance focus limits transferability across industries.
Explicit 8+ years, mandatory financial services experience, and required SQL/Access/Excel skills make shortlisting highly stringent.
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Manage, update, and maintain client static data, settlement instructions, and related operational processes ensuring accuracy and timeliness.
Independently handle BAU activities, resolve escalated settlement issues, and support portfolio and treasury application setups and issue resolution.
Drive continuous process improvements, conduct training for new joiners, and assist with UAT testing for tech projects related to reference data management.
Graduate degree required; preferably in Finance, Commerce, or related fields such as B.Com, BBM/BBA, MBA (Finance), or M.Com.
8+ years of experience in the financial services industry with knowledge of financial markets, portfolio solutions, and treasury systems preferred.
Proficiency in MS Excel, MS Access, SQL, and Macros mandatory.
Work location: India.
Experienced in managing client static data and settlement instructions within trading and treasury operations, with strong end-to-end systems and process knowledge.
Demonstrated ability to work independently with ownership of BAU processes in a financial services environment and engage cross-functionally for issue resolution.
Skilled at analyzing client instructions, improving operational workflows, and training team members, indicating a detail-oriented and process-driven approach.