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Tier-1 brand plus metro location with moderately specialized operations skills leads to medium competition.
Requires asset-management reconciliation and custodian platform knowledge, limiting transferability across industries.
No explicit years but requires specialized reconciliation, custodian experience and automation skills, producing medium strictness.
Govern daily cash and position reconciliation activities, ensuring accuracy and timely resolution of breaks across investment portfolios.
Serve as the main escalation point for complex reconciliation issues, collaborating with custodians, sales, and portfolio management for resolution.
Lead process improvements and automation initiatives to enhance operational efficiency in reconciliation functions.
Bachelor's or Master's degree in Commerce, Finance, or related discipline.
Experience in business operations with strong analytical, financial, and technical skills.
Work Experience Required: Not explicitly mentioned in the JD.
Location Requirement: Based in Pune, India.
Experienced in managing complex reconciliation processes and strategic outsourcing relationships.
Demonstrated ability to collaborate across internal teams and external stakeholders including custodians and portfolio managers.
Familiarity with AI tools and automation techniques to drive operational efficiency improvements.