Process Specialist

Process Specialist

Location

Experience :

Salary

Mode of Work

Shift Timing

Mode of Interview

Notice Period

Qualification

• Any Graduate

Relevant Experience

• 2 to 4 years of relevant experience in Investment Banking operations

Role Overview

The Process Specialist Investment Banking will be responsible for end-to-end trade processing

activities across various asset classes. The role involves ensuring timely, accurate, and compliant

processing of trades while coordinating with internal teams and external counterparties in a fast-paced,

global banking environment.

Roles and Responsibilities

• Perform end-to-end trade processing activities across the trade lifecycle, including confirmation,

settlement, and reconciliation

• Ensure timely and accurate processing of trades in line with defined SLAs
• Identify, investigate, and resolve trade breaks and discrepancies efficiently
• Coordinate with internal stakeholders such as front office, middle office, and operations teams
• Liaise with external counterparties, custodians, and clearing agents as required
• Maintain accurate process documentation and operational records
• Ensure adherence to operational controls, internal policies, and regulatory requirements
• Support continuous process improvement initiatives and reporting requirements

Must-Have Skills

2-5 Years exp. with 1-2 years of supervisory exp. in Middle and Back Office Capital Market

Ops( Securities Ops, Wealth and Asset Management Ops, Exposure to financial Instruments & Financial

markets). Activities like Settlements, Trade Delivery, Affirmation and Confirmation, Failed Trade

Tracking, Currency Balancing Monitoring, Depository and Custody Review.

• Hands-on experience in Trade Processing
• Strong knowledge of Investment Banking operations
• Clear understanding of the trade lifecycle (confirmation, settlement, reconciliation)
• Good communication and coordination skills
• High attention to detail with strong accuracy and analytical skills

Good-to-Have Skills

• Experience working in night shift or US shift operations
• Knowledge of financial instruments such as Equities, Fixed Income, and Derivatives
• Exposure to global banking and financial services processes
• Proficiency in MS Excel and reporting tools

Thanks & Regards,

Mythri

HR Analyst

Black and White Business Solutions Pvt Ltd

Bangalore, Karnataka, INDIA.

Call @08067432406 | Whatsapp @ 6363520117

mythri.a@blackwhite.in | www.blackwhite.in