Institutional Middle Office Operations Specialist / Manager

Role Overview & Key Details

Position Title: Institutional Middle Office Operations Specialist / Manager

Company: InCred Capital Wealth Portfolio Managers Private Limited

Department: Investment / Capital Markets Operations

Employment Type: Full-time

Location: Mumbai

Role Summary: Acts as the vital link between Client, front-office trading/sales teams and back-office settlement/accounting function

Key Responsibilities

• Institutional Client Onboarding: Direct the onboarding process for domestic institutions and FPIs, ensuring complete documentation, KYC/account setup, and operational readiness.
• Trade Support & Matching: Facilitate accurate trade confirmations for institutional and FPI transactions in coordination with client operations and internal trade desks.
• Settlement & Exception Handling: Coordinate with Client and settlement teams to resolve trade breaks, discrepancies, and operational exceptions within exchange-stipulated deadlines.
• Global Team Alignment: Serve as the day-to-day operational contact for InCred Group's overseas offices on cross-border transactions and operational queries.
• Risk, Controls & Compliance: Ensure full adherence to market regulatory standards, internal SOPs, and operational risk controls.
• Process Optimization: Identify processing bottlenecks and manual touchpoints to implement automated, error-free workflows.

Qualifications, Skills & Working Conditions

• Education: B.Com or Master's degree in Finance
• Experience: 8–10+ years of dedicated middle-office operations experience handling institutional (Domestic and FPI) equity clients.
• Core Competencies: Strong Client onboarding knowledge and exceptional handling, proactive problem-solving, and professional written/verbal communication.
• Working Conditions: Proven resilience in high-pressure, time-sensitive market conditions, with the flexibility to support overlapping hours across international time zones and overseas partners.