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
Experience
0-2 years
How this role is positioned
Role classification
Job domains
Industries
Employment
Full Time
Contract duration
Permanent
Hiring type
Direct
Global hiring
Location specific
Offer details
Compensation and benefits
Compensation
₹3L - ₹5L per year
Location, schedule, and role shape
Work setup
Work conditions
Bandwidth profile
Context on the employer
Company snapshot
Company
Eclerx
Team size
Growing team
Location
Navi Mumbai, Maharashtra, India
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Financial Analyst
Navi Mumbai, Maharashtra, India • Full Time