Investment Operations Analyst
Quess IT Staffing (Formerly known as Magna Infotech)
Location
Bangalore | India
Job description
Job Title :Investment Operations Analyst Location :Bangalore
Experience : 2 to 5 years
Skills : Investment operations guidelines
Job Description 'Roles & responsibilities: - Holistic ownership and understanding of client accounts, trade life-cycle and act as a single point of contact for business for any guideline related issues.
- Types of accounts include separately managed accounts, mutual funds, sub-advised funds, pooled vehicles, hedge funds.
- Perform daily portfolio and trading surveillance to ensure that meets strict regulatory and fiduciary responsibilities across all types of financial instruments and portfolio management strategies
- Work with the Traders, Portfolio Management team, Compliance and other internal functional areas of in order to resolve client and regulatory investment guideline breaches.
- Conduct independent review of the rules created by the coding resources of the team
- Provide monthly, quarterly and annual certifications of investment guidelines compliance to clients
- Partner and liaise with client implementation team to qualify new business, implement account events, and ensure the adequacy of account surveillance.
- Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact.
- Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological solutions to build appropriate architecture.
- Develop and draft applicable policies and procedures.
Skills
BASIC QUALIFICATIONS - Bachelor's degree required
- Analyst or associate level with at least 2 years of professional experience in the financial services industry
- Knowledge of operational aspects of trade management or guideline monitoring systems
- Be highly collaborative, team-oriented and strong consensus builder
- Demonstrate ability to partner across product groups, regions and functional responsibilities.
- Possess strong communication and interpersonal skills both written and oral
PREFERRED QUALIFICATIONS - Understanding of Equity, Fixed Income, Currencies and Derivatives
- Comfortable escalating to Sales, Trading, Compliance, and Legal
- Strong Microsoft Excel skills
- Self-starter and motivated, committed to understanding new concepts and ever changing regulations
- Be a strategic thinker, possess strong facilitation and data gathering skills
- Effective problem solver, attention to detail and ability to work to tight deadlines under pressure
- Risk management focus
Education: Graduates or Postgraduates
Job tags
Salary
