Key Responsibilities

- Perform end-to-end oversight of the Corporate Actions activity managed by the external Middle Office provider.

- Oversee reconciliations and coordinate investigations of discrepancies with the outsourced service provider.

- Contribute to the daily Proxy Voting process including query management, reporting and account setup activities.

- Act as a key contact for Investment Professionals, External Providers and Internal Operations stakeholders to coordinate operational activities.

- Manage the relationship with the external Middle Office provider and ensure a sustainable and high-quality level of service.

- Act as a gatekeeper for requests received from Client Account Managers and Portfolio Managers, ensuring timely coordination and execution.

- Identify and escalate incidents caused by third parties and coordinate remedial actions and claims processes where required.

- Manage and escalate conflicts, issues and operational risks with relevant stakeholders in a proactive manner.

- Build collaborative working relationships with internal teams, external clients and service providers.

- Participate in cross-training activities with team members located across the globe.

- Review, maintain and enhance operational procedures and process documentation.

Projects & Process Improvement

- Participate in major operational projects and initiatives impacting the Corporate Actions & reconciliations function.

- Support enhancements to operating models and contribute to process improvement initiatives.

- Continuously identify opportunities to improve efficiency, controls and service quality.





- Proactively propose new ideas and solutions to enhance existing processes.

- Work closely with outsourced service providers and internal stakeholders to implement process improvements.

- Support departmental initiatives and broader Operations transformation projects.

Experience & Qualifications

- Significant experience in Corporate Actions operations.

- Significant experience in cash and securities reconciliations.

- Experience in Proxy Voting operations is an advantage.

- Investment Accounting knowledge or experience is desirable.

- Experience within an operational role in the financial services industry, preferably within an investment management environment.

- Experience working with external Middle Office providers and outsourced operating models is beneficial.

Skills & Competencies

- Strong analytical and problem-solving skills with the ability to resolve complex operational issues.

- Delivery-focused and highly organized approach to work.

- Strong client service orientation and attention to detail.

- Excellent communication, interpersonal and stakeholder management skills.

- Ability to work independently and collaboratively within a global team environment.

- Self-motivated and adaptable with the ability to operate in a demanding setting.

- Strong organizational skills and ability to manage multiple priorities.

- Proactive mindset with a focus on continuous improvement.

- Advanced Microsoft Office skills, particularly Excel.

- Bloomberg AIM knowledge is an advantage.

- VBA and automation experience are beneficial.

📌 Reconciliation and Corporate Actions Associate (Pune)
🏢 Crisil
📍 Pune