5 Equity Products Jobs

Step into a pivotal role within the Cash Pre-matching/Client Services team, ensuring seamless trade settlements across global markets. Collaborate with diverse teams and maintain stringent controls in daily trade matching activities while embracing the opportunity to innovate and drive process improvements in a dynamic environment. As a Trade Analyst within the Cash Pre-matching/Client Services team, you will manage trade booking, allocation, and confirmation for EMEA client executions. Your responsibilities will include ensuring accuracy and compliance in trade settlements across various markets. Collaborate with internal and external counterparts to maintain stringent controls and promote process improvements. Execute trade booking, allocation, and confirmation for EMEA clients. Perform reconciliations between middle and back office systems. Update SSI across various systems. Ensure transactions are correctly matched for settlement. Maintain client accounts for SSI reference data. Ensure compliance with local jurisdiction rules. Participate in projects for system implementation and improvements. Conduct root cause analyses on issues or control gaps. Escalate urgent issues for assistance. Produce daily reports with commentary and action plans. Provide business control metrics to management daily. Required qualifications, capabilities, and skills: - Demonstrate a strong control mindset and business ethics. - Possess in-depth experience with equity products and global markets. - Communicate excellently with diverse stakeholders. - Adapt to complex systems architecture easily. - Drive global initiatives and affect change in large organizations. - Deliver results through a "hands-on" approach. - Thrive in high-pressure environments with time-critical deliveries. Preferred qualifications, capabilities, and skills: - Respond effectively to changing environments. - Innovate and suggest system improvement capabilities. - Multi-task efficiently, ensuring accurate trade bookings. - Maintain a positive "Can Do" attitude. - Contribute to a collaborative and responsible environment. - Engage in continuous learning and adaptation. - Foster strong relationships with global teams and clients.,

You should have 5-8 years of experience in credit risk, demonstrating a strong domain understanding of wholesale credit risk. As part of your job duties, you will support the Risk team of global banks in the credit risk review program. This role requires a deep credit domain and sector expertise, as well as an understanding of banks" policies and procedures. You will be responsible for developing and obtaining approval for monthly/quarterly review plans in accordance with the bank's risk review program standards. This includes ensuring sufficient coverage of key credit assessment processes and governance activities for portfolios. Your responsibilities will also involve developing review templates/test scripts across various sectors such as Corporates (including leveraged lending portfolio, Hedge Funds, Private Equity, Real Estate, SPVs / Special Assets, etc.). You will execute reviews and perform credit quality checks, including planning, execution, and reporting reviews with recommendations. Your review procedures will assess the accuracy of input data, completeness of all steps, information, and processes required for credit risk assessment, as well as adherence to applicable bank policies and critical procedures for credit reviews. Furthermore, you will ensure the completion of reviews as per the approved monthly/quarterly review plan and prepare a quarterly summary outlining observations from the review exercise. You will produce actionable insights or corrective actions for improving the risk review program based on the monthly/quarterly summary. Additionally, you will update review templates/test scripts to align with evolving credit risk policies, processes, and the regulatory environment. As for qualifications, a CA (preferred) or MBA in Finance is required. You should have 5-8 years of work experience, with 3-4 years preferably in quality control/quality assurance/Audit, including exposure in wholesale banking credit operations, internal audit, credit risk, loan review, or quality assurance review function at an investment or large commercial bank. You must have an understanding of key counterparty credit risk themes such as Stress testing, Early warning indicators, Wrong way risk, exposure modeling including PFE, collateral (full understanding of ISDA/CSA protocols and complexities), and margining processes, including key regulations. Moreover, you should have an understanding of risk management and controls frameworks related to counterparty credit risk management or another financial risk discipline. Exposure to Market Risk and Credit Risk products such as Interest Rate, Equity, Collective Investment, Foreign Exchange (FX), Securities Financing Transaction, Derivatives position (Standard approach and Internal Model), Loans, and Off-balance sheet items would be an added advantage. Your ability to understand and track the implementation of organizational policies and regulatory requirements, as well as your knowledge and experience in designing and implementing a robust Quality Assurance/control framework, will be crucial for this role. In summary, you should possess a high level of attention to detail and accuracy, diligence, and hard work to excel in this role.,

As a Business Manager in the Institutional Equity Division at Morgan Stanley, you will play a crucial role in overseeing the daily operations of the division in India. Reporting directly to the India IED Head of Sales & Trading, you will be responsible for ensuring the efficient and effective execution of business strategies in a risk-focused and controlled manner. Your strategic leadership, financial stewardship, operational excellence, and team management skills will be instrumental in furthering the division's market-leading position. Your responsibilities will include collaborating with senior management to set performance goals, partnering with internal stakeholders to streamline business processes, implementing best practices in operational management, and adapting business strategies in response to market trends and regulatory changes. You will also be responsible for leveraging technology to improve operational processes, ensuring alignment with corporate social responsibility goals, and actively identifying and remediating operational risks in business lifecycle and processes. The ideal candidate for this role will have a minimum of 6 years of working experience in banks or financial institutions, strong interpersonal and project management skills, and the ability to balance commerciality with prudent risk management. You should also possess technical IED product knowledge, institutional securities experience in control/risk functions, and front-to-back knowledge of key sales and trading process flows. Additionally, experience in operational risk, internal audit, regulatory background, and project management will be beneficial. At Morgan Stanley, we are committed to providing a supportive and inclusive environment where all individuals can maximize their full potential. Our diverse workforce reflects a variety of backgrounds, talents, perspectives, and experiences, and we are dedicated to recruiting, developing, and advancing individuals based on their skills and talents. By joining Morgan Stanley, you can expect to work in a culture that values diverse perspectives, individual intellect, and cross-collaboration, ensuring that you have trusted colleagues, committed mentors, and opportunities for personal and professional growth.,

Milliman Financial Risk Management LLC (Milliman FRM) is a global market leader in risk management and hedging support services, passionate about transforming the way the world manages portfolio risk and plans for retirement. With a practice established in 1998, Milliman FRM consists of over 100 professionals operating from three trading platforms in Chicago, London, and Sydney, monitoring hedge portfolios exceeding US$600 billion in underlying account value. As a part of the Trade Operations Group at Milliman FRM, you will play a crucial role in providing end-to-end post-trade operational support for a group of assigned clients. Your responsibilities will include handling trade settlement, collateral, and client reporting for trading desks, portfolio managers, and clients. You will be the main point of contact for all day-to-day post-trade operations for your assigned clients. Your role will focus on improving the efficiency and reliability of the Middle and Back Office operations through automation and systemization. You will contribute to designing and building scalable solutions for trade lifecycle processes, assist with data management strategy, and provide support for the day-to-day trading operations for clients. Key Responsibilities: - Conduct root cause analysis on current infrastructure design weaknesses and provide feedback on future state design. - Collaborate with multiple stakeholders to design and deploy a data operating model across front, middle, and back offices. - Identify, analyze, and resolve trade and settlement breaks. - Manage high level account balances and margin requirements, executing transfers to meet margin requirements. - Liaise with counterparties, custodians, banks, and other parties to ensure timely resolution and reconciliation of client-related actions. - Produce and distribute reporting to clients and third-party service providers. - Collaborate with various support areas including Governance & Risk Management, Portfolio Management, Capital Markets and Trading, Actuarial, Trading Technology, and Legal/Compliance. - Develop procedures and document process flows. - Undertake additional responsibilities as the group expands in business and complexity. Job Knowledge Required: - 4-7 years of experience in treasury, trade, or investment operations. - Strong VBA knowledge desired. - Prior experience in data management, including data design, governance, operations, or architecture. Experience with SQL, Python, and other programming languages is a plus. - Basic to Intermediate knowledge of various financial products such as Futures, Listed Options, Cleared OTC Derivatives, Equities, and Bilateral Non-Cleared OTC Derivatives. - Basic to Intermediate understanding of cash and collateral management in areas like FCM Margin (Futures, Cleared OTC), PB / Portfolio Margining, Reg T, OTC Collateral including US/EU/APAC Reg IM and FX. - Experience managing different aspects of the post-trade life cycle for Derivatives, Fixed Income, or Equity products in domestic and international markets. - Bachelor's degree in finance, economics, or related fields. Experience And Soft Skills Required: - Experience with Acadia, TriResolve, or TriOptima platforms is a plus. - Ability to thrive in a fast-paced environment with a client-centric focus. - Proven track record of reliability and dedication to delivering high-quality work. - Strong critical thinking skills, sound judgment, and decision-making ability. - Excellent written and verbal communication skills. - Ability to work both independently and collaboratively. Additional Knowledge And Skills To Develop: - Demonstrated aptitude for quantitative and critical thought. - Experience with financial markets, mutual funds, portfolio management, and derivatives. - Proficiency in coding complex projects in VBA. - Familiarity with working with databases (SQL, Access). - Experience coding in C#, Python, or R. In conclusion, at Milliman FRM, we are committed to serving our clients, upholding our core values, and fostering a culture of diversity, equity, and inclusion. We encourage all colleagues to demonstrate the performance competencies outlined and to contribute towards a positive and innovative work environment. Additionally, all colleagues are expected to prioritize client service, mitigate risks, exceed job expectations for career growth, and fulfill administrative responsibilities diligently.,

At Citi, we are dedicated to building the future of banking through technology innovation. Our diverse teams are at the forefront of creating global solutions and changing the way business is conducted worldwide. As one of the leading global banks, we are committed to evolving and growing through technology advancement. Shape your career with Citi by joining us as an Officer, Automation Test Engineer in Pune, India. In this role, you will have the opportunity to work on testing new features and enhancements, prioritize automated testing, and ensure system responsiveness under varying loads. You will also be involved in defect tracking, regression testing, and the development of test plans. As part of our team, we provide resources for your physical and mental well-being, empower you to make sound financial decisions, and offer learning and development opportunities to enhance your skills as your career progresses. We value your input in defining and implementing automated QA processes and testing best practices to improve overall quality. The ideal candidate for this position should have 4-8 years of experience as an Automation Test Engineer, with a preference for migration from manual to automation test projects/roles. Strong communication skills, familiarity with equity trading systems, experience in Jira for test management, and certifications in ISTQB Foundation and Agile extension are desired. Knowledge of automated testing tools such as Cucumber and Selenium, as well as programming/scripting languages and version control systems like Git, will be beneficial. Working at Citi is more than just a job - it's a chance to be part of a global family of over 230,000 dedicated individuals. Join us at Citi to grow your career, contribute to your community, and make a meaningful impact on the world of banking. If you are ready to take the next step in your career, apply for this exciting opportunity at Citi today.,