Operations & Reconciliations
• Reconcile fees related to OTC and Listed Derivatives products including CDS, IRS, FX, Equities, Bonds, Futures, Options, and other market products
• Perform detailed analysis and validation of brokerage, clearing, exchange, regulatory, and market data fee calculations
• Investigate and resolve complex exceptions, breaks, disputes, and reconciliation variances
• Review, validate, and process client, broker, exchange, and vendor invoices while maintaining a high level of accuracy and control
• Ensure all client service levels and internal controls are met consistently
• Perform root cause analysis on operational issues and drive sustainable resolutions
• Proactively identify risks and escalate critical issues where appropriate Client & Stakeholder Management
• Serve as a key point of contact for external and internal stakeholders
• Manage investigations and queries relating to invoices, reconciliations, fee calculations, billing discrepancies, and operational processes
• Participate in client operational discussions
• Build and maintain effective working relationships with both internal and external stakeholders
• Communicate complex issues clearly and provide meaningful analysis and recommendations Process Improvement & Operational Excellence
• Identify opportunities to improve operational efficiency, scalability, productivity, and controls
• Evaluate and streamline existing processes to reduce manual effort and operational risk
• Contribute towards the enhancement of procedures, controls, SOPs, and governance frameworks
• Support audit, compliance, regulatory, and control initiatives through accurate documentation and evidence management
• Promote a culture of continuous improvement and operational excellence Technology, Automation & AI Innovation
• Actively identify opportunities to leverage Artificial Intelligence, Generative AI, automation,



and data analytics to enhance operational performance
• Lead the development and implementation of automation and efficiency initiatives across operational workflows
• Design and develop analytical solutions, dashboards, automation utilities, proofs of concept, and reporting tools
• Utilize AI platforms and automation technologies to optimize processes, strengthen controls, improve data quality, and reduce manual effort
• Translate business challenges into technology-driven solutions with measurable outcomes
• Collaborate with Business Analysts, Product Teams, Development, QA, and Project stakeholders to deliver strategic improvements
• Remain current with emerging AI, automation, and analytics technologies and proactively identify opportunities for adoption
• Act as a technology and innovation champion within the team Leadership & Knowledge Sharing
• Support, coach, and mentor junior team members
• Act as a subject matter expert across assigned products, clients, or operational processes
• Share knowledge and best practices across the department
• Demonstrate ownership and accountability for deliverables and broader team objectives
• Contribute towards departmental strategy, innovation, and capability development initiatives Essential Skills & Experience
• 4-6 years of experience within Investment Banking Operations, Brokerage, Fees & Expense Management, Reconciliations, Market Data, or related Financial Services functions
• Solid knowledge of OTC Derivatives products and end-to-end trade lifecycle concepts




• Sound understanding of Investment Banking products, market infrastructure services, fee models, and operational workflows
• Proven experience managing client, broker, exchange, vendor, and stakeholder relationships
• Strong analytical, investigative, and problem-solving capabilities
• Ability to deep dive into complex operational issues, identify root causes, and recommend practical solutions
• Advanced Excel and data analysis skills
• Experience working with large datasets and generating meaningful business insights
• Outstanding attention to detail and accuracy
• Excellent communication and stakeholder management skills
• Demonstrated ability to independently manage priorities and deliver results with minimal supervision
• Proven hands-on experience utilizing AI, Generative AI, automation, and productivity tools within a business environment
• Demonstrated track record of delivering efficiency improvements, automation initiatives, process optimization, or operational transformation projects
• Self-starter mindset with a high degree of ownership, accountability, curiosity, and initiative
• Ability to challenge existing processes and identify opportunities to improve efficiency, controls, scalability, and client outcomes Preferred / Desirable Skills
• Experience with SQL, Python, Power BI, Tableau, Power Automate, VBA, or similar analytical and automation technologies
• Hands-on experience using AI tools such as Microsoft Copilot, Claude, or comparable enterprise AI platforms
• Experience building dashboards, automation workflows, analytical models, reporting solutions, or AI-assisted business processes
• Knowledge of data visualization, business intelligence, and advanced analytics concepts
• Experience working across Operations, Technology, Product, and Change functions

📌 Senior Analyst (Bengaluru)
🏢 SmartStream
📍 Bengaluru