Operations Specialist - Analyst

Job Summary

Join the Bangalore-based Client Implementation (CI) team and play a vital role in onboarding new clients ensuring a seamless and compliant experience. As a Client Onboarding (COB) team member, you will be responsible for managing key client relationships within the Global Markets Division, collaborating with Sales, Compliance, Credit, Risk, Legal, and Operations teams to facilitate efficient client onboarding while adhering to trading regulations and new account opening requirements.

Responsibilities

• The CI team is the central point of contact for managing key client relationships within the Global Markets Division, ensuring a seamless front-to-back coordination and setup of trading relationships.
• We are business and client-aligned, proactively engaging with internal stakeholders to understand and respond to evolving commercial demands.
• Our in-depth understanding of the regulatory environment enables us to effectively identify, assess, and escalate risks with precision.
• We are committed to providing a "white glove" onboarding experience, setting the tone for strong client relationships and ensuring onboarding process is best-in-class.
• We help other stakeholders engage with client to obtain necessary documentation to meet compliance and regulatory obligations for establishing Global Markets relationships across Fixed Income (including Derivatives, FX, and Commodities), Equities, and Prime Services.
• The CI team is responsible for approving all new client trading accounts and coordinating additional trading features and account types for existing clients, including client maintenance and data quality management.
• A working knowledge of the operational flow of a wide variety of products is highly valuable.
• We also collaborate closely with Technology to design system enhancements that improve efficiency and with Compliance to define and implement firm policies and controls.

Qualifications and Experience

• Bachelors degree required with 6 months - 1 year experience

Key Skills and Qualifications

• Client Relationship Management Communication: Ability to build global relationships and communicate complex issues effectively to clients with varying levels of product experience.
• Strong communication (both written and verbal), organizational, and interpersonal skills, with the confidence to engage professionally and persuasively with clients and senior stakeholders.
• Analytical Problem-Solving Skills: Strong analytical skills and problem-solving abilities, with meticulous attention to detail.
• Ability to analyse data and configure operational metrics using self-service tooling. Experience with Alteryx, Tableau, SQL, Data Warehousing, Defensive Design Methods, and RPA robotics is a plus.
• Ability to think critically and apply thought leadership to improve processes.
• Technical Proficiency: Expertise in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint) is required.
• Proficiency in working with web-based applications.
• Operational Acumen: Onboarding, operational, and/or reconciliation experience is a plus.
• Experience driving regulatory implementation, orchestration, and workflow improvements.
• Personal Attributes: Self-motivated and proactive team player who takes ownership of projects and is accountable for results.
• Deadline-driven with the ability to multi-task and work effectively in a fast-paced environment.
• Thrives in a teamwork-oriented environment and works well under pressure.
• Results-oriented with the ability to manage time-sensitive projects while focusing on quality.
• Professional maturity and the ability to manage confidential information with excellent judgment.
• Ability to manage client expectations and follow through with professionalism.

Location and Work Modality

• Mode: 5 days from office (Transportation will be provided)
• This is a permanent, full-time position located in Bangalore with hybrid working.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.