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8.0 - 10.0 years

0 Lacs

bengaluru, karnataka, india

On-site

Job Description Job Description- Officer, Claims Management - Band 400 Location - Bangalore Who We Are Looking For The team provides operational support to global clients across regions like APAC, EMEA and North America. Role comprises managing day to day operations, address queries/escalations, people management, stakeholder management, driving simplification and efficiency creation initiatives etc. The current team is across multiple locations, i.e., Bangalore, Hyderabad and Pune. In this role as an Officer - Claims Utility, you will work with State Street teams from around the globe to manage multiple large scale and demanding international clients. You will are expected to oversee and deliver all day-to-day responsibilities of your teams in a fast-paced, flexible and exciting environment. Act as an SME for the team & ideate automation opportunities. Working experience in projects, optional areas like AI, robotics and similar tools will be an added advantage. The role will need good communication and interpersonal relationships with operation, technology, counterparties and client relationship teams to ensure we maintain the high level of service that is currently being provided to these clients. You will be working closely with Clients, brokers, custodians, various internal teams and other third parties. Timely investigation and escalation of claims is critical. In addition, this involves close liaison with cross functional global teams including Corporate Actions, Trade Support and Custody, as well as the client Middle Office teams. The candidate will also be responsible for participation in all governance related activity in accordance with standard operating procedure to both ensure and then review the provision of timely and accurate KPI, OKRs and general MIS measured against established SLA criteria. Responsibilities will also include effective regular review meetings and statistical reporting to both internal senior management and externally to the client. What You Will Be Responsible For Review and validation of claims initiated and received. Adherence to market driven deadlines. Ensuring meeting or exceeding agreed SLAs Responsible to identify & review Key process risk indicators and deliverables. Result-oriented with an ownership and accountability mindset Time to time review of key SLA&aposs and service transitions in a regular set frequency Responsible to develop working relationships & interaction with Onshore management, Client Ops teams and the market participants (Counterparties & Custodians) Periodic audits, regulatory & risk reviews Understand the control environment & ensure adherence to controls Ability to manage process risk, we work in, and have a desire to meet our clients demands are key, as is a drive to develop an agile and diverse workforce Maintain & further strengthen the onshore & offshore relationship. Actively participate in key projects pertaining to automation, transition, process improvements, onboarding new technology, standardization etc. Working in US hours primarily, at the same time be flexible for APAC or EMEA related work preferred to have an overlap with all teams and key stakeholder to maintain a close connect with directs & the team Adherence to escalation procedures so that the business complies with internal policies and external regulations and can be managed effectively Support new business onboarding, change management and strategic business initiatives utilizing sound program and project management skills. Result-oriented with an ownership and accountability mindset Ensure that the highest level of the Code of Conduct is displayed in your own and staff behavior. Strong financial and business acumen to drive financial improvement across multiple functional disciplines. Assist with the development and maintenance of Business Operations (BAU) and project budgets. Drive Unit Cost Improvement through analysis and optimization. Act as an extension of our client service model ensuring seamless service delivery across Business Operations for our clients Identify opportunities for process improvement and process efficiency. Key participation in strategic projects and initiatives as representative of the team. Demonstrate excellent risk management awareness and ability to communicate effectively with management for risk events and exposures which may result / pose financial or reputational risk to State Street or our client base. Embed risk excellence culture across the teams Drive pay for performance and culture of performance differentiation What we value These skills will help you succeed in this role Hands on experience of operations for variety of financial products and custody, both knowledge of MO and BO processing will be an added advantage. Focus on client outcomes, problem solving, cooperating and communicating clearly and effectively Profile with experience in Trade lifecycle Management, Cash management/ compensation and reconciliation Working knowledge of claims (TMPG, CSDR, Overdrafts, Debit Interest etc) Client centric attitude in managing, prioritizing and delivering operations and services External market connects (Brokers & Custodians) to leverage relationship to accelerate TAT will be an added advantage Maintain the highest standards of conduct and integrity Support a culture of effective challenge to ensure appropriate governance, and one that supports the core values of State Street Education & Preferred Qualifications 8 years + experience in financial services Navigate a large, global organization. Build meaningful relationships and develop an effective network Work successfully in a matrixed environment. Effectively manage multiple stakeholders, determine highest priorities for the organization, identify and resolve contention between directives Experience with change management programs. Demonstrated ability to execute under challenging circumstances and deliver targeted outcomes Cross-cultural awareness and the ability to connect with colleagues globally in a collaborative, open work environment. To serve as a role model of acceptance and flexibility in dealing with colleagues with varying backgrounds About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we&aposre making our mark on the financial services industry. For more than two centuries, we&aposve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You&aposll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Show more Show less

Posted 6 days ago

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8.0 - 10.0 years

0 Lacs

bengaluru, karnataka, india

On-site

Job Description- Officer, Claims Management - Band 400 Location - Bangalore Who we are looking for The team provides operational support to global clients across regions like APAC, EMEA and North America. Role comprises managing day to day operations, address queries/escalations, people management, stakeholder management, driving simplification and efficiency creation initiatives etc. The current team is across multiple locations, i.e., Bangalore, Hyderabad and Pune. In this role as an Officer - Claims Utility, you will work with State Street teams from around the globe to manage multiple large scale and demanding international clients. You will are expected to oversee and deliver all day-to-day responsibilities of your teams in a fast-paced, flexible and exciting environment. Act as an SME for the team & ideate automation opportunities. Working experience in projects, optional areas like AI, robotics and similar tools will be an added advantage. The role will need good communication and interpersonal relationships with operation, technology, counterparties and client relationship teams to ensure we maintain the high level of service that is currently being provided to these clients. You will be working closely with Clients, brokers, custodians, various internal teams and other third parties. Timely investigation and escalation of claims is critical. In addition, this involves close liaison with cross functional global teams including Corporate Actions, Trade Support and Custody, as well as the client Middle Office teams. The candidate will also be responsible for participation in all governance related activity in accordance with standard operating procedure to both ensure and then review the provision of timely and accurate KPI, OKRs and general MIS measured against established SLA criteria. Responsibilities will also include effective regular review meetings and statistical reporting to both internal senior management and externally to the client. What you will be responsible for Review and validation of claims initiated and received. Adherence to market driven deadlines. Ensuring meeting or exceeding agreed SLAs Responsible to identify & review Key process risk indicators and deliverables. Result-oriented with an ownership and accountability mindset Time to time review of key SLA's and service transitions in a regular set frequency Responsible to develop working relationships & interaction with Onshore management, Client Ops teams and the market participants (Counterparties & Custodians) Periodic audits, regulatory & risk reviews Understand the control environment & ensure adherence to controls Ability to manage process risk, we work in, and have a desire to meet our clients demands are key, as is a drive to develop an agile and diverse workforce Maintain & further strengthen the onshore & offshore relationship. Actively participate in key projects pertaining to automation, transition, process improvements, onboarding new technology, standardization etc. Working in US hours primarily, at the same time be flexible for APAC or EMEA related work preferred to have an overlap with all teams and key stakeholder to maintain a close connect with directs & the team Adherence to escalation procedures so that the business complies with internal policies and external regulations and can be managed effectively Support new business onboarding, change management and strategic business initiatives utilizing sound program and project management skills. Result-oriented with an ownership and accountability mindset Ensure that the highest level of the Code of Conduct is displayed in your own and staff behavior. Strong financial and business acumen to drive financial improvement across multiple functional disciplines. Assist with the development and maintenance of Business Operations (BAU) and project budgets. Drive Unit Cost Improvement through analysis and optimization. Act as an extension of our client service model ensuring seamless service delivery across Business Operations for our clients Identify opportunities for process improvement and process efficiency. Key participation in strategic projects and initiatives as representative of the team. Demonstrate excellent risk management awareness and ability to communicate effectively with management for risk events and exposures which may result / pose financial or reputational risk to State Street or our client base. Embed risk excellence culture across the teams Drive pay for performance and culture of performance differentiation What we value These skills will help you succeed in this role Hands on experience of operations for variety of financial products and custody, both knowledge of MO and BO processing will be an added advantage. Focus on client outcomes, problem solving, cooperating and communicating clearly and effectively Profile with experience in Trade lifecycle Management, Cash management/ compensation and reconciliation Working knowledge of claims (TMPG, CSDR, Overdrafts, Debit Interest etc) Client centric attitude in managing, prioritizing and delivering operations and services External market connects (Brokers & Custodians) to leverage relationship to accelerate TAT will be an added advantage Maintain the highest standards of conduct and integrity Support a culture of effective challenge to ensure appropriate governance, and one that supports the core values of State Street Education & Preferred Qualifications 8 years + experience in financial services Navigate a large, global organization. Build meaningful relationships and develop an effective network Work successfully in a matrixed environment. Effectively manage multiple stakeholders, determine highest priorities for the organization, identify and resolve contention between directives Experience with change management programs. Demonstrated ability to execute under challenging circumstances and deliver targeted outcomes Cross-cultural awareness and the ability to connect with colleagues globally in a collaborative, open work environment. To serve as a role model of acceptance and flexibility in dealing with colleagues with varying backgrounds About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Posted 2 weeks ago

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8.0 - 10.0 years

0 Lacs

bengaluru, karnataka, india

On-site

Job Description- Officer, Claims Management - Band 400 Location - Bangalore Who we are looking for The team provides operational support to global clients across regions like APAC, EMEA and North America. Role comprises managing day to day operations, address queries/escalations, people management, stakeholder management, driving simplification and efficiency creation initiatives etc. The current team is across multiple locations, i.e., Bangalore, Hyderabad and Pune. In this role as an Officer - Claims Utility, you will work with State Street teams from around the globe to manage multiple large scale and demanding international clients. You will are expected to oversee and deliver all day-to-day responsibilities of your teams in a fast-paced, flexible and exciting environment. Act as an SME for the team & ideate automation opportunities. Working experience in projects, optional areas like AI, robotics and similar tools will be an added advantage. The role will need good communication and interpersonal relationships with operation, technology, counterparties and client relationship teams to ensure we maintain the high level of service that is currently being provided to these clients. You will be working closely with Clients, brokers, custodians, various internal teams and other third parties. Timely investigation and escalation of claims is critical. In addition, this involves close liaison with cross functional global teams including Corporate Actions, Trade Support and Custody, as well as the client Middle Office teams. The candidate will also be responsible for participation in all governance related activity in accordance with standard operating procedure to both ensure and then review the provision of timely and accurate KPI, OKRs and general MIS measured against established SLA criteria. Responsibilities will also include effective regular review meetings and statistical reporting to both internal senior management and externally to the client. What you will be responsible for Review and validation of claims initiated and received. Adherence to market driven deadlines. Ensuring meeting or exceeding agreed SLAs Responsible to identify & review Key process risk indicators and deliverables. Result-oriented with an ownership and accountability mindset Time to time review of key SLA's and service transitions in a regular set frequency Responsible to develop working relationships & interaction with Onshore management, Client Ops teams and the market participants (Counterparties & Custodians) Periodic audits, regulatory & risk reviews Understand the control environment & ensure adherence to controls Ability to manage process risk, we work in, and have a desire to meet our clients demands are key, as is a drive to develop an agile and diverse workforce Maintain & further strengthen the onshore & offshore relationship. Actively participate in key projects pertaining to automation, transition, process improvements, onboarding new technology, standardization etc. Working in US hours primarily, at the same time be flexible for APAC or EMEA related work preferred to have an overlap with all teams and key stakeholder to maintain a close connect with directs & the team Adherence to escalation procedures so that the business complies with internal policies and external regulations and can be managed effectively Support new business onboarding, change management and strategic business initiatives utilizing sound program and project management skills. Result-oriented with an ownership and accountability mindset Ensure that the highest level of the Code of Conduct is displayed in your own and staff behavior. Strong financial and business acumen to drive financial improvement across multiple functional disciplines. Assist with the development and maintenance of Business Operations (BAU) and project budgets. Drive Unit Cost Improvement through analysis and optimization. Act as an extension of our client service model ensuring seamless service delivery across Business Operations for our clients Identify opportunities for process improvement and process efficiency. Key participation in strategic projects and initiatives as representative of the team. Demonstrate excellent risk management awareness and ability to communicate effectively with management for risk events and exposures which may result / pose financial or reputational risk to State Street or our client base. Embed risk excellence culture across the teams Drive pay for performance and culture of performance differentiation What we value These skills will help you succeed in this role Hands on experience of operations for variety of financial products and custody, both knowledge of MO and BO processing will be an added advantage. Focus on client outcomes, problem solving, cooperating and communicating clearly and effectively Profile with experience in Trade lifecycle Management, Cash management/ compensation and reconciliation Working knowledge of claims (TMPG, CSDR, Overdrafts, Debit Interest etc) Client centric attitude in managing, prioritizing and delivering operations and services External market connects (Brokers & Custodians) to leverage relationship to accelerate TAT will be an added advantage Maintain the highest standards of conduct and integrity Support a culture of effective challenge to ensure appropriate governance, and one that supports the core values of State Street Education & Preferred Qualifications 8 years + experience in financial services Navigate a large, global organization. Build meaningful relationships and develop an effective network Work successfully in a matrixed environment. Effectively manage multiple stakeholders, determine highest priorities for the organization, identify and resolve contention between directives Experience with change management programs. Demonstrated ability to execute under challenging circumstances and deliver targeted outcomes Cross-cultural awareness and the ability to connect with colleagues globally in a collaborative, open work environment. To serve as a role model of acceptance and flexibility in dealing with colleagues with varying backgrounds About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Posted 2 weeks ago

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5.0 - 6.0 years

5 - 6 Lacs

Mumbai Suburban, Goregaon, Mumbai (All Areas)

Work from Office

As a Senior Investment Operations Analyst, you will provide operational support and services representing Global Operations supporting successful outcomes for both internal and external clients. The operations team supports product operations, account opening, trade lifecycle management, reconciliation, systematic rebalancing and reporting across equity, fixed income, ETD, OTC derivatives and foreign exchange products globally. This position will primarily focus on supporting the trade lifecycle including Onboarding, Settlements, and Reconciliation. The role will collaborate closely with internal teams at Russell Investments, including portfolio managers, analysts, and traders, as well as external partners such as custodians, counterparties, and brokers, to provide accurate and scalable operational support. Years of Experience A minimum of 5 years of previous experience in the financial services industry, preferably in a trading operations or reconciliation capacity within an asset management firm or financial institution. Qualifications Bachelor's degree in finance, economics, or business administration. CFA or progress towards is preferred (not required). 2-3 years of experience in asset management operations, banking operations, finance, or a related function is preferred. Familiarity with custodian, broker, and money manager operations Organized, analytical, detail-oriented, and precise with numbers, possessing a solid understanding of the securities/fund industry, as well as investment concepts and strategies. Strong individual contributor and team player in a fast-paced environment, with the ability to prioritize and complete multiple assignments under short deadlines. Ability to identify potential issues, promote efficient resolution, set and pursue goals, and demonstrate a commitment to organizational success. Excellent communication skills, understanding how to tailor communication style to the situation at hand. Ability to thrive in dynamic and fast-paced environments, handling ambiguity and change effectively. Responsibilities Work closely with internal teams (portfolio managers, analysts, traders) and external partners (custodians, counterparties & brokers) to ensure seamless communication and resolution of operational issues. Support the end-to-end trade lifecycle for a wide range of products, including equity, fixed income, ETD, OTC derivatives, and foreign exchange, ensuring accurate and timely processing of trade settlements, confirmations, and settlements. Oversee the reconciliation of equity, fixed income, and FX transactions, ensuring accuracy across systems such as Bloomberg AIM, custody and accounting provider. Perform detailed position reconciliations, including cash reconciliation, dividend tax postings, margin movements, and corporate actions. Ensure Day-to-day operational responsibilities are managed, coordinated, and delivered to the core business clients. Effectively and collaboratively identify, escalate, mitigate, and resolve operational risk Evaluate and improve existing operational processes and maintaining up-to-date procedures to reduce risk, increase efficiency, and support regulatory requirements and business initiatives Display exemplary conduct and live by our organizations Code of Conduct Candidate Requirements Strong computer skills, including advanced proficiency with Excel Prior experience with Bloomberg AIM, custodian portals, and other financial systems. Prior experience in middle office operations. Ability to manage multiple priorities and meet deadlines in a high-pressure environment. Strong interpersonal, written, and verbal communication skills, with the ability to work collaboratively across teams. Core Values Strong interpersonal, oral, and written communication and collaboration skills with all levels of management Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines, Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability. Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency. Exemplifies our customer-focused, action-oriented, results-driven culture. Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions. Ability to act with discretion and maintain complete confidentiality. Dedicated to the firms values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.

Posted 1 month ago

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5.0 - 9.0 years

0 Lacs

karnataka

On-site

As an Associate at DWS- TPG Securities in Bangalore, India, you will play a crucial role in providing operational support for investments made by DWS on behalf of clients investing in global markets. You will lead the day-to-day operations to ensure timely and accurate confirmation and settlement of trades, supporting clients, portfolio managers, and trading desks. Your responsibilities will include supervising and overseeing the TPG Securities team in Bangalore and Pune, managing the end-to-end workflow of the TPG Securities process, and coordinating with various stakeholders such as brokers, custodians, and market agents. To excel in this role, you should have a strong understanding of the security trade lifecycle and market specifications for equities and fixed income products. Knowledge of other products such as derivatives, OTC, ABS, MBS, and CSDR will be advantageous. You will be expected to provide expert opinions on security trade settlements, manage a team of 8-10 members, and lead efficiency projects. Effective communication, people management skills, and the ability to work with multiple stakeholders are essential for success in this position. You will enjoy benefits such as a best-in-class leave policy, gender-neutral parental leaves, flexible working arrangements, sponsorship for industry-relevant certifications, and comprehensive insurance coverage for you and your dependents. Continuous training and development opportunities, coaching from experts, and a culture of continuous learning will be provided to support your career progression. If you have in-depth knowledge of the securities trade lifecycle, project management skills, and experience in people management and performance review appraisals, along with excellent communication skills and the ability to work with various security types and markets, you are encouraged to apply for this role. Deutsche Bank Group fosters a positive, fair, and inclusive work environment where employees are empowered to excel together every day. Visit our company website for more information and join us in celebrating the successes of our people as part of the Deutsche Bank Group.,

Posted 1 month ago

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8.0 - 12.0 years

25 - 37 Lacs

Chennai

Work from Office

Position Purpose The AVP Individual Contributor - Security Lending operations will be responsible to handles securities and cash transactions for various products (Repo, Securities lending, triparty, etc.) for BNP SA's own account at Securities Services or as an agent; the treasury department is in charge of managing the cash of Securities services linked to the security, cash or/and custody and the OTC activity is an outsourcing of services for external clients. Responsibilities Direct Responsibilities As part of an MFS Control and certification team, he/she will be in charge for the FCS and Agency lending, Operational Treasury, Forex and TPA, carrying out controls and certification of activities. The tasks will consist of: Carry out reconciliations on balance sheet and off-balance sheet accounts, guarantees (monthly and daily), justifications (with Finance teams) and accounting corrections using group reconciliation/justification tools (Ambre, Onyx, Concorde), develop activity KPIs. Monitor and control the accounting systems (of which he/she will be guarantor of the control for the securities and cash aspect through the group's accounting tools), and the resolution of discrepancies, and management (Calypso, Alena, HFT, etc.), as well as the processes (he/she will in particular be guarantor of the risk linked to the monitoring of operational processes, monitoring of prices, rates, etc.). He/she will also carry out certification tasks (Beacon, Just certificates), support management (Reporting, invoicing of agents, organization and animation of meetings to follow up on outstanding issues, monitoring of incidents, procedures, response to the operations manager, Birdie, etc.) and will monitor cross-functional projects between departments (Audit, Combo tool support, CSDR, new products, etc.). He/she will have to understand the back office systems linked to his activity, as well as the accounting systems, but also know the lending, treasury, TPA and FX. He/she will contribute to the good flow of information by being versatile and ensuring follow-up of detected anomalies, by ensuring effective back-up and by sharing his/her knowledge and know-how, by training new arrivals, by informing/reporting for resolution all problems inherent to processing which may create a risk for the bank, setting up activity reporting (KPI, Orus, checklist), and responding fluidly to requests. He/she will contribute to improving the service (by being a source of proposals for system developments, by participating in strengthening links between teams, by adapting to changes, by updating and creating operational procedures/modes of operation relating to the activity, by undertaking with full knowledge of the risks, by being autonomous and efficient.) Technical & Behavioral Competencies Good knowledge of Finance, Financial accounting, financial analysis and Reconciliation Good on working Microsoft Excel and Microsoft PowerPoint. Demonstrate SME and leadership skills through role model behaviors and professionalism. Ability to work independently, as well as in a team environment, prioritizes multiple tasks, and meets strict deadlines Ability to develop and cultivate relationships across all staff levels. Demonstrate integrity with data, colleagues and Stakeholders Ability to organize, prioritize tasks and work in a deadline-oriented environment. Ability to work under pressure and communicate well, being accurate and concise, ability to deliver to tight and demanding deadlines Generate creative solutions to problems, Ability to plan work ahead and to prioritize workload in an organized manner. Must be able to demonstrate a strong Risk and Control mindset Key Requirements Graduation from a recognized University, preferably a Masters degree in Commerce or MBA (Finance) Candidate should have minimum of 8 years of overall experience in capital market operations preferably 6 8 yrs in Securities Lending experience or reconciliation, accounting and Technical understanding of the application flow.

Posted 3 months ago

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