Investment Operations Analyst – Trade Confirmations & Settlements.
This mandate is run by SYMPHONI HR, a Mumbai-based executive search firm, est. 2003. Applications are email-verified and reach the search team running the role — confidentially, always.
About the organisation.
Our client is a leading global financial services organisation with a significant presence in the banking and capital markets sector. They operate at scale across multiple asset classes and markets, serving institutional and corporate clients worldwide. The culture emphasises operational excellence, regulatory rigour and continuous improvement.
About the role.
The Analyst will be part of the investment operations team responsible for the end-to-end trade lifecycle on the buy side. The role focuses on trade confirmation, allocation and settlement monitoring across multiple asset classes, ensuring accuracy, timeliness and regulatory compliance. You will work with a range of market utilities, reconciliation platforms and internal stakeholders to resolve breaks and maintain high operational standards.
What you will do.
- Monitor trade confirmations, allocations and settlement instructions across multiple asset classes
- Track and manage settlement status, identifying and escalating failed or pending trades
- Perform reconciliations between internal records and counterparties or custodians
- Support the buy side trade lifecycle from execution through to settlement
- Work with market utilities and platforms for confirmation matching and trade processing
- Ensure adherence to regulatory requirements for OTC products and related operational processes
- Support collateral and cash operations activities as required
- Maintain accurate operational documentation and contribute to process improvements
What you bring.
- 1–2 years of experience in investment operations, trade confirmations or settlements
- Solid understanding of financial instruments and domestic and international capital markets
- Working knowledge of the buy side trade lifecycle and settlement processes
- Hands-on familiarity with trade processing and reconciliation platforms (e.g. DTCC, SWIFT, Bloomberg, Aladdin)
- Understanding of collateral management and regulatory requirements for OTC products
- Proficiency in Microsoft Excel, Word and MS Office
- Strong attention to detail, analytical thinking and a disciplined approach to controls
- Good communication skills and ability to work in a hybrid, collaborative team environment
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