Roles &

Responsibilities –

Production/Oversight Controls:

- Work autonomously and collaborate closely within Middle Office Team managing global Trade Life Cycle Team.

- Ensure Middle Office activities as well as Oversight Control of outsourced activities on multiple instruments.

- Be the main point of contact for the middle office operations internally and manage internal and external requests from Key stakeholders (Investment Teams, Traders, external providers) on a timely manner.

- Manage and challenge middle office service provider where needed.

- Queries handling from internal and external clients across across the globe.

- Be particularly analyst and rigorous while performing tasks and meeting deadlines.

- Identify any structural issue, work on root cause detection and solution implementation.

- Escalate issues to management according to severity of the issue.

- Communicate proactively across the team.

- Write and/or update operational procedures.

- Cross training with other team members

- Lead the team of middle office professionals at Crisil.

Projects/Initiatives:

- Participate closely to various projects and especially initiatives related to Trade Support Middle office operations (Global, Regional & Local projects) as Subject Matter Expert and make sure proper processes goals are defined for the team.

- Provide clear input & be vocal in meetings impacting the Middle Office subjects operations.

- Drive and propose improvement to current processes such as automation ideas or process efficiency improvements.

Miscellaneous:

- Think out of the box & propose pragmatic solutions in case of blocking points with a can-do attitude.

- Build credible, trusted relationships with our key internal and external stakeholders across all levels of the organizations (Investment, Distribution, Service Provider, Projects team, other Operations teams )

- Work in a collaborative way with internal departments while pursuing client satisfaction.





- Manage and/or escalate conflicts, issues with respective stakeholders, being proactive.

- Provide regular progress updates on issues, projects and initiatives to the team and manager.

- Keep track on all status of topics currently being worked on, while meeting deadlines initially set.

Experience

- At least 8 years’ experience in the Middle Office area, with exposure to various financial instruments (Equity, Fixed Income, FX, Listed and OTC derivatives etc.).

- Very good knowledge of several of the asset classes, their workflows, settlements, reconciliations, collateral management etc. knowledge of regulatory requirements is a plus.

- Understanding of full trade life cycle including awareness of middle and back-office functions/processes and their touch points with the front office and downstream.

- Understanding Process Challenge / bottleneck connect with stakeholders for business requirement gathering and documentation.

- Strong experience in an international environment.

- Experience as Subject Matter Expert in projects / initiatives is a plus.

- Experience in the Asset Management industry.

- Experience in an Outsourced Middle Office model is a real plus.

Personality/Skills

- Excellent analytical & problem-solving skills as well as client & delivery focused.

- Excellent communication & influencing skills as well as ability to negotiate & resolve conflicts.

- Ability to take the lead on various topics / in meetings.

- Ability to work independently, provide regular feedback and escalate at the right time.

- Ability to work in a highly organized and structured manner.

- Drive for constant improvement, questioning and challenging status quo.

- Enthusiastic, self-motivated, and Flexible to change.

- Strong team player in a Global and Regional setting

- Languages: Fluent English; German or French is a plus

- Digitalization experience & automation skills (VBA or RPA) is a real plus.

- Good Knowledge of Bloomberg, and especially Bloomberg AIM is a plus.

📌 Middle office Operations Lead (Pune)
🏢 Crisil
📍 Pune