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Mid-level, metro, common finance-operations title and known employer increases applicant competition.
Requires fund-administration platforms and corporate-action expertise, limiting transferability across industries.
Explicit 5–9 years plus mandatory fund-admin systems and corporate-action skills increases shortlisting strictness.
Process and verify daily and monthly trades across multiple asset classes, ensuring accuracy and timely exception handling.
Manage security setups including listed and OTC securities, corporate actions, and maintain reference data using multiple vendor platforms (Bloomberg, IDC, Refinitiv, Markit).
Lead process improvement and automation initiatives, document trade file mapping and collaborate with internal and external stakeholders to optimize workflows.
5-9 years of experience in trades processing, corporate action handling, and security setup.
Bachelor’s or Master’s degree in a financial domain.
Excellent communication skills and operational experience in a financial institution.
Flexible with shift timings and ability to work under time constraints and pressure.
Experienced in using vendor platforms like Bloomberg, IDC, Refinitiv, and Markit, with knowledge of API integration preferred.
Strong ownership mindset with ability to work independently and manage multiple tasks with little or no supervision.
Skilled in process documentation, workflow automation, and collaborating across global stakeholders in complex financial environments.