Client Service Analyst / Associate

Role & Responsibilities:

The primary responsibilitiesfor the roles within the Prime Client Services / On-Boarding Team would include:

• Responsible for the day-to-day activities of Mumbai Prime Brokerage hub supporting

  US Hours

  . This role requires strong analytical skills and a thorough understanding of financial markets and ability to manage multiple tasks under pressure.
• Serve as primary/ secondary point of contact for Hedge fund clients, understand their needs and provide tailored solutions.
• Monitor and support client trade flows, investigate and trouble shoot issues related to Margin & Collateral, Corporate actions etc. and escalate when necessary.
• Facilitate smooth On-boarding process for clients on the platform by coordinating with various teams.
• Work closely with trading desk, operations and other internal teams to resolve any issues during and after the On-boarding process.
• Product and Process Improvement focused. Should develop process orientation and capacity enhancement methodologies, regularly monitor productivity and efficiency.

Mind Set:

Mandatory Desired Domain

• Post Graduate Degree/MBA, CFA or equivalent finance major or similar
• Strong knowledge of Equities, Equity Derivatives, Convertible Bonds, Fixed Income, Repo, and Futures and Options.
• Excellent interpersonal and communication skills.
• Good general knowledge & understanding of current macro-economic trends.
• Strong logical, analytical and problem solving skills are necessary.
• Strong team player, a quick learner and willing to put extra effort to build client / stakeholder relations and garner business knowledge.
• Proficiency in MS Excel at intermediate / expert level.
• Self-starter and ability to multi-task and meet various deadlines.
• Previous experience in Global Markets (Prime Brokerage, Equity Financing, Treasury or Risk management) preferred
• Knowledge of Prime Brokerage and/or financing businesses, and client motivations.
• Cross products (Cash / Synthetics PB, Sec-lending, Liquidity management etc.) knowledge a plus.
• Experience of BI tools such as Power BI or Tableau is a plus.