Incedo is hiring

Position Title: Sr.Associate

Experience: 2.6 years - 6 years

Business Function: Operations Transformation

Department: Reconciliations teams responsible for reconciling Cash, Trade and Positions between Internal data, (Accounting) and External data (Custodian/Banks) across all asset classes offered by the Bank, primarily Equities, Bonds, Mutual Funds and Derivatives.

Responsibilities:
Ensure quality and time-productive production of reconciliations across all asset classes.
Ensure all process tasks are completed accurately and within defined timelines.
Respond to data queries and provide timely support to stakeholders.
Ensure self and team escalate critical issues to the Department Head/Lead, thereby ensuring seamless process flow.
Provide ideas to remove complexity and increase productivity through process improvement and Lean methodologies.
Contribute actively to documenting procedures and work instructions.
Engage positively with stakeholders and maintain a high level of service.
Ensure data integrity and strict adherence to SLAs.
Own,



coordinate, and delegate work as required.
Work across functions to identify root causes of breaks and contribute to effective resolutions.
Adopt an AI-First problem-solving mindset, leveraging automation, AI-enabled tools, and data-driven solutions to enhance process efficiency, productivity, accuracy, and decision-making.
Identify prospects for process optimization, automation, and digital transformation within wealth management and financial services operations.
Use AI and productivity tools such as Microsoft Copilot, ChatGPT, and other AI-enabled analytical platforms to improve operational efficiency and support informed decision-making.

Must Have
Experience in Investment Banking.
Knowledge of various market asset classes.
Knowledge of the end-to-end reconciliation process.
Knowledge of using Excel, Word, and PowerPoint.

Valuable to Have
Intellimatch system experience.

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