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 team-oriented 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.

Role: BFSI, Investments & Trading - Other, Industry Type: Analytics / KPO / Research, Department: BFSI, Investments & Trading, Employment Type: Full Time, Permanent Role Category: BFSI, Investments & Trading - Other Education UG: Graduation Not Required Key Skills Skills highlighted with ‘‘ are preferred keyskills proxy voting ReconciliationCorporate Actions

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