Job Description
Job Title:
Assistant Manager
Date:
Department:
Client Implementation
Location:
Chennai
Business Line / Function:
IFSO
Reports to:
Manager
Grade:
(if applicable)
Number of Direct Reports:
Directorship / Registration:
POSITION PURPOSE
The purpose of the role is to lead the Client implementation operational team in managing BAU activities in the space of various transition events such as Portfolio setup, Portfolio closure, Portfolio restructure, onboarding, off boarding of clients etc within Middle office.
Responsibilities
DIRECT RESPONSIBILITIES
Ø An SME in performing various client implementation activities such as Portfolio setup, Portfolio closure, Portfolio restructure, onboarding, off boarding to the underlying Asset Manager clients
Ø Ensure KPIs and KRIs of the team are met and in line to SLA standards
Ø Ensure all stock / cash movements are completed as per the agreed transition timelines
Ø Ensure to support the team as a validator / controller as required in BAU
Ø Ensure preliminary analysis is performed for the transition / project activities and to highlight any issues to managers / onshore transition managers
Ø Ensure eye to detail in managing various activities within the process
Ø Should participate in all the stakeholders meeting and ensure complete understanding of the project as per the client requirement
Ø Proactive in managing risk and Incident management
Ø Act as a SPOC for audit and other assignments for the team
Ø Contribute towards process enhancements to bring in operational efficiencies
Ø Develop a strong understanding of all upstream and downstream processes, systems and stakeholders involved
Ø Ensure effective communication to all the parties involved
Ø To follow escalation protocols to managers, senior stakeholders on all critical topics within the process
Ø Ensure the skill matrix and training plans are upto date for self and team (where applicable)
Ø Ensure periodic review of procedures, checklist etc are carried out and changes incorporated as required
Ø Ensure to be a backup for the managers of the team where required
Ø Willingness to take on other duties as assigned by the manager
TECHNICAL & BEHAVIORAL COMPETENCIES
Ø Overall understanding of Capital markets operations with familiarity towards Middle office trade processing, fund accounting, custody business etc.
Ø Hands on experience in New fund setups, fund closure, transition activities etc within similar domain
Ø In depth knowledge on transition related activities linked to Asset manager clients
Ø Zeal to learn new things
Ø Fair understanding of various investment products such as Equities, Fixed income, MM, FX, etc
Ø Must be prepared to work in flexible timings
Ø Excellent communication skills
Ø Willingness to act as subject matter expert on behalf of the business when needed
Ø Collaborative mindset and an excellent team player with a zeal to lead the team where required
Ø Ability to influence decision making throughout various organizational levels
Ø Problem solving and problem resolution skills at a functional level
Ø Communicates effectively with diverse groups and individuals across different locations including within the team, onshore partners, project team, managers etc
SPECIFIC QUALIFICATIONS (IF REQUIRED)
Ø Accounting/Finance/Economics or Financial Services Related Degree
Skills Referential
Behavioural Skills: (Please select up to 4 skills)
Ability to collaborate / Teamwork
Attention to detail / rigor
Client focused
Creativity & Innovation / Problem solving
Transversal Skills: (Please select up to 5 skills)
Analytical Ability
Ability to set up relevant performance indicators
Ability to develop and adapt a process
Ability to develop others & improve their skills
Ability to understand, explain and support change
Education Level:
Master Degree or equivalent
Experience Level
At least 5 years
Other/Specific Qualifications (if required)
PRIMARY LOCATION
IN-TN-Chennai
JOB TYPE
Standard / Permanent
JOB
OPERATION PROCESSING
EDUCATION LEVEL
Master Degree or equivalent (> 4 years)
EXPERIENCE LEVEL
At least 5 years
SCHEDULE
Full-time
REFERENCE
MO 0016+5
APPLY
(REF: MO 0016+5)
Assistant Manager
Date:
Department:
Client Implementation
Location:
Chennai
Business Line / Function:
IFSO
Reports to:
Manager
Grade:
(if applicable)
Number of Direct Reports:
Directorship / Registration:
POSITION PURPOSE
The purpose of the role is to lead the Client implementation operational team in managing BAU activities in the space of various transition events such as Portfolio setup, Portfolio closure, Portfolio restructure, onboarding, off boarding of clients etc within Middle office.
Responsibilities
DIRECT RESPONSIBILITIES
Ø An SME in performing various client implementation activities such as Portfolio setup, Portfolio closure, Portfolio restructure, onboarding, off boarding to the underlying Asset Manager clients
Ø Ensure KPIs and KRIs of the team are met and in line to SLA standards
Ø Ensure all stock / cash movements are completed as per the agreed transition timelines
Ø Ensure to support the team as a validator / controller as required in BAU
Ø Ensure preliminary analysis is performed for the transition / project activities and to highlight any issues to managers / onshore transition managers
Ø Ensure eye to detail in managing various activities within the process
Ø Should participate in all the stakeholders meeting and ensure complete understanding of the project as per the client requirement
Ø Proactive in managing risk and Incident management
Ø Act as a SPOC for audit and other assignments for the team
Ø Contribute towards process enhancements to bring in operational efficiencies
Ø Develop a strong understanding of all upstream and downstream processes, systems and stakeholders involved
Ø Ensure effective communication to all the parties involved
Ø To follow escalation protocols to managers, senior stakeholders on all critical topics within the process
Ø Ensure the skill matrix and training plans are upto date for self and team (where applicable)
Ø Ensure periodic review of procedures, checklist etc are carried out and changes incorporated as required
Ø Ensure to be a backup for the managers of the team where required
Ø Willingness to take on other duties as assigned by the manager
TECHNICAL & BEHAVIORAL COMPETENCIES
Ø Overall understanding of Capital markets operations with familiarity towards Middle office trade processing, fund accounting, custody business etc.
Ø Hands on experience in New fund setups, fund closure, transition activities etc within similar domain
Ø In depth knowledge on transition related activities linked to Asset manager clients
Ø Zeal to learn new things
Ø Fair understanding of various investment products such as Equities, Fixed income, MM, FX, etc
Ø Must be prepared to work in flexible timings
Ø Excellent communication skills
Ø Willingness to act as subject matter expert on behalf of the business when needed
Ø Collaborative mindset and an excellent team player with a zeal to lead the team where required
Ø Ability to influence decision making throughout various organizational levels
Ø Problem solving and problem resolution skills at a functional level
Ø Communicates effectively with diverse groups and individuals across different locations including within the team, onshore partners, project team, managers etc
SPECIFIC QUALIFICATIONS (IF REQUIRED)
Ø Accounting/Finance/Economics or Financial Services Related Degree
Skills Referential
Behavioural Skills: (Please select up to 4 skills)
Ability to collaborate / Teamwork
Attention to detail / rigor
Client focused
Creativity & Innovation / Problem solving
Transversal Skills: (Please select up to 5 skills)
Analytical Ability
Ability to set up relevant performance indicators
Ability to develop and adapt a process
Ability to develop others & improve their skills
Ability to understand, explain and support change
Education Level:
Master Degree or equivalent
Experience Level
At least 5 years
Other/Specific Qualifications (if required)
PRIMARY LOCATION
IN-TN-Chennai
JOB TYPE
Standard / Permanent
JOB
OPERATION PROCESSING
EDUCATION LEVEL
Master Degree or equivalent (> 4 years)
EXPERIENCE LEVEL
At least 5 years
SCHEDULE
Full-time
REFERENCE
MO 0016+5
APPLY
(REF: MO 0016+5)
💡 Quick Summary
Seeking a career-building opportunity? The Assistant Manager position is now open for candidates interested in the Bank Jobs sector. This role in Chennai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
