Regional hiringpublishedExternal employer
EEclerx
EclerxFinancial Services

Financial Analyst

Location

Navi Mumbai, Maharashtra, India

Work type

Onsite

Employment

Full Time

Experience

0-2 years

Compensation

₹3L - ₹5L per year

Posted

1w ago

Summary and responsibilities

Role overview

Summary

The Analyst will handle back-office and middle-office processes for financial institutions, covering various stages of the client/product lifecycle including KYC, data management, and settlements. Responsibilities involve data capture, processing, system updates, reconciliations, and report preparation using MS Excel, with potential external interaction to resolve queries.

The Analyst will work on back-office and middle-office processes for financial institutions, handling various stages of the client/product lifecycle across KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more. Responsibilities also include data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. The role involves preparing reports using MS Excel and may require external interaction with agents/counterparties/clients to resolve process-related queries and discrepancies via phone or email.


Key responsibilities include:

  • Identifying and escalating risks, promptly reporting outstanding issues to clients.

  • Performing various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium).

  • Handling operations of Syndicated Loans and Corporate action setup and operations.

  • Managing other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, Know Your Customer (KYC), various front-office and back-office reconciliations).

  • Learning and mastering various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.g., Corporate and Treasury Bonds).


Qualification and Skills:

  • Bachelors Degree (B.Com, BBA, BBM) / Masters Degree (M.Com, MBA, PGDM).

  • 0 to 2 years of experience in investment banking operations involving projects, people, process, and client management.

  • Basic knowledge of finance, trade lifecycle, investment banking, and derivatives.

  • Strong logical and quantitative abilities to derive insights from data.

  • Excellent time management skills and ability to resolve issues promptly.

  • Proficiency in planning, organizing, and time management.

Updated 1w ago

Candidate fit

Skills and qualifications

Additional skills

MS Excel • 1+ yrs
Finance • 1+ yrs
Trade Lifecycle • 1+ yrs
Investment Banking • 1+ yrs
Derivatives • 1+ yrs
Logical Abilities • 1+ yrs
Quantitative Abilities • 1+ yrs
Time Management • 1+ yrs

Experience

0-2 years

How this role is positioned

Role classification

Job domains

Operations
Data Science & Analytics

Industries

Finance & Banking

Employment

Full Time

Contract duration

Permanent

Hiring type

Direct

Global hiring

Location specific

Offer details

Compensation and benefits

Compensation

₹3L - ₹5L per year

VisibilityShared on listing
CurrencyINR
PeriodYearly

Location, schedule, and role shape

Work setup

Work conditions

Primary locationNavi Mumbai, Maharashtra, India
Work typeOnsite
Global hiringNo

Bandwidth profile

peopleMedium6/10
physicalLow2/10
cognitiveHigh8/10
executionHigh8/10
creativityLow3/10
uncertaintyMedium5/10
communicationMedium7/10

Context on the employer

Company snapshot

Company

Eclerx

Team size

Growing team

Location

Navi Mumbai, Maharashtra, India

Financial Analyst

Navi Mumbai, Maharashtra, IndiaFull Time