Roles Responsibilities The Analyst will work on back-office and middle-office processes for financial institutions handling various stages of the client product lifecycle across KYC reference data management legal docs loans portfolio reconciliation document capture system reconciliation pre and post settlements brokerage functions drafting trade support corporate actions tax operations and more Responsibilities also include data capture cataloging data processing system inputs and updates reconciliations settlements and fund transfers The role involves preparing reports using MS Excel and may require external interaction with agents counterparties clients to resolve process-related queries and discrepancies via phone or email Key responsibilities include Identifying and escalating risks promptly reporting outstanding issues to clients Performing various trade support activities across the Trade Lifecycle such as Trade Confirmation matching Trade Pre-Settlements support Front office to back-office reconciliation of trade positions report generation and settlements of cash flows from trading events e g Interest or Premium Handling operations of Syndicated Loans and Corporate action setup and operations Managing other capital market operational tasks beyond Trade Lifecycle support including Reference Data support and Regulatory reporting Swaps Data Repository SDR Know Your Customer KYC various front-office and back-office reconciliations Learning and mastering various financial products including Equity Securities and Derivatives Interest Rates Swaps FX Spot Options Futures Credit Derivatives Swaps Commodities Derivatives and Fixed Income products e g Corporate and Treasury Bonds Qualification and Skills Bachelor s Degree B Com BBA BBM BCA Master s Degree M Com MBA PGDM 0 to 2 years of experience in investment banking operations involving projects people process and client management Basic knowledge of finance trade lifecycle investment banking and derivatives Strong logical and quantitative abilities to derive insights from data Excellent time management skills and ability to resolve issues promptly Proficiency in planning organizing and time management About Us eClerx is a global leader in productized services bringing together people technology and domain expertise to amplify business results Our mission is to set the benchmark for client service and success in our industry Our vision is to be the innovation partner of choice for technology data analytics and process management services Since our inception in 2000 we ve partnered with top companies across various industries including financial services telecommunications retail and high-tech Our cutting-edge solutions and domain expertise help businesses optimize operations improve efficiency and drive growth With over 18 000 employees worldwide eClerx is dedicated to delivering excellence through smart automation and data-driven insights At eClerx we believe in nurturing talent and providing hands-on experience eClerx Financial Markets offers consulting technological innovation and process management expertise to uniquely solve operational challenges for financial organizations worldwide With nearly two decades of industry experience complemented by smart automation and robotics our team of experts delivers holistic solutions across the trade lifecycle change management data analytics compliance cash securities operations document digitization and generation and outreach eClerx is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability or protected veteran status or any other legally protected basis per applicable law

📌 Analyst (Maharashtra)
🏢 eClerx
📍 Maharashtra