Senior Associate - Trade Operations Opteamix

5.0 - 7.0 years

0 Lacs

bengaluru, karnataka, india

On-site

Position: Senior Associate - Trade Operations Job Overview: The Senior Trade Operations Associate is a key member of the Trading & Operations team responsible for managing the full post-trade lifecycle across multiple asset classes and custodial relationships. This individual ensures accurate and timely trade capture, confirmation, and settlement, while maintaining strong operational controls and proactively identifying opportunities to enhance efficiency through process automation. The role requires deep knowledge of Charles River (CRIMS), custodial workflows, and prime brokerage settlement processes, along with a strong understanding of DTCC's confirmation/affirmation protocols. The positi...

Posted 1 month ago

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Financial Planning Paraplanner Marquis Management

3.0 - 5.0 years

0 Lacs

chennai, tamil nadu, india

On-site

Are you looking for a career path where you can grow, thrive, and truly make a difference Our client is seeking an experienced Paraplanner to join their team. The ideal candidate will be detail-oriented, conscientious, and dedicated, with strong client service skills. This role requires someone who can take direction yet also work independently, problem-solve, and take ownership of projects. The work environment is steady-paced, collaborative, and enjoyable. Job Duties & Responsibilities ?Prepare financial plans and recommendations for financial planning clients ?Participate in the investment research process and be part of the Investment Committee Team ?Prepare for client meetings and revie...

Posted 3 months ago

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