Post Trade Senior Analyst

1 Month ago • 2-3 Years

Job Summary

Job Description

The Post Trade Senior Analyst role involves working in a dynamic environment, focusing on trade settlement within an investment banking firm. The team is responsible for portfolio transfers and trade settlements, dealing with products like equity, fixed income, and derivatives. Responsibilities include monitoring client portfolio transfer requests, establishing best practices, resolving trade management exceptions, pre-matching, and managing failures to ensure timely trade settlements. The role also involves investigating and resolving discrepancies, developing stakeholder relationships, and ensuring adherence to strict deadlines. The candidate should demonstrate strong organizational skills and a client-focused approach.
Must have:
  • 2-3 years of experience in Stock Transfer/Settlement
  • Strong knowledge of Trade life cycle
  • Exceptional client service and relationship building
  • Ability to meet strict deadlines with zero tolerance
  • Prompt escalation and clear communication is paramount

Job Details

Location - Gurugram (On site)

Are you passionate about pursuing your career in trade settlement filed in one of the best investment banking firm across the industry? In that case, we might have the right opportunity for you!

In SAXO, the team focuses on portfolio transfers of our clients along with the life cycle of trade settlements from the middle office to back office. The team is responsible for the processing of trade settlements and deals with products like equity, fixed income and derivatives. The role may require for you to have expertise around trade validation, pre-matching, trade execution and post-trade settlements.

You will work as part of a team accountable for providing world class client service to a diverse client base. You will be responsible for supporting the clients request to transfer the portfolios. As a processor, your tasks will be related to monitoring the portfolio transfers raised by the client and making sure smooth settlement of the trades.

Responsibilities

  • Monitor client’s request to transfer the portfolio

  • Establish best practices around the transfer process

  • Monitoring and resolving trade management exceptions by interacting with clients, brokers & other Ops teams

  • Effective pre-matching & fails management tasks to ensure timely settlement of trades with counterparties.

  • Delivering transactions in agreed timeframes, as per SLA’s whilst improving quality of processing, reducing errors and inculcating the zero-error culture

  • Investigating and resolving discrepancies of positions (cash and securities) in the firm’s books and records.

  • Developing and maintaining strong relationships with all stakeholders

Your profile

We are looking for an enthusiastic and committed individual who is looking to operate in a dynamic working environment where communication and teamwork skills are essential. Exceptional client service and relationship building are required to interact with our clients and the team. The candidate should have a control focus and be achievement orientated to produce results to ensure that all risk is mitigated.

  • Strong organizational skills required.

  • 2-3 Years of experience in Stock Transfer/Settlement.

  • Strong knowledge of Trade life cycle.

  • Exceptional client service and relationship building are required to interact with our clients and the team.

  • Deadlines within this role are very strict with “zero tolerance.”

  • Prompt escalation and clear communication is paramount.

  • Be flexible to work in different shifts according to the organizational requirement

We get curious people invested in the world
 

When you work at Saxo, you become a Saxonian and part of a purpose-driven organisation, where good ideas are always taken seriously, and where you can make a true impact. We are invested in your development, and you can expect a robust career from day one when you join Saxo – no matter which role you take on.
 

You will join 2,500 other ambitious colleagues across 15 countries and become part of an international organisation. Working in Saxo, you will get to meet colleagues from many different cultures and backgrounds, and you should know that we value diversity and inclusion and see it as a genuine source of strength to drive growth, foster innovation and position us for long-term success. 
 
We encourage an open feedback culture and supportive team environments enabling employees to grow and fulfil their career aspirations.  

When you bring passion, curiosity, drive and team spirit, your learning journey will be dynamic and your career opportunities in Saxo will be immense.

At Saxo we don’t just offer a job – we offer an opportunity to invest in your future!  


How to apply :

Click here to create an account and upload your resume and a short motivation. We look forward to getting to know you better!

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About The Company

We believe access to global capital markets is not only for the privileged few. Our vision is to enable people to fulfill their financial aspirations to make an impact. That’s why we use the power of technology to deliver clients what they need, when they need it in a user-friendly and personalised experience. We aim to deliver the world’s most user-friendly and personalized trading and investment platform experience, which gives our clients exactly what they need to make more informed investment decisions.

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