Principal Engagement Specialist

SS&C Eze is seeking a Post Trade Operations specialist to join its Operational Services team in Hyderabad. This role involves managing client onboarding, trade exceptions, confirmation/affirmation processes, and settlement notifications. The specialist will work with broker matching platforms like CTM, NYFIX matching, and other applications, ensuring timely resolution of exceptions and smooth implementation of vendor connectivity. The position requires strong financial services experience, particularly in middle office operations, and excellent client service skills to safeguard the firm's capital and reputation.

Must Have

• Ensure timely allocation, matching, affirmation/confirmation, and settlement of trades.
• Proactively manage risk and challenge existing business processes.
• Resolve mismatches through communication with 3rd parties.
• Manage trade exceptions to prevent settlement delays.
• Manage end-to-end implementation of vendor connectivity.
• Manage multiple implementation projects within deadlines.
• Strong understanding of trade lifecycle events.
• Product knowledge in Equities, Fixed Income, Derivatives.
• 3-10 years’ experience in financial or technology setting.
• Prior exposure in implementation capacity and onboarding clients.
• Willingness to work in night shifts.

Good to Have

• Order Management System (OMS) experience
• Exposure or working knowledge on SQL

SS&C Eze: Operational Services – Post Trade Operations Specialist

SS&C Eze (Eze) is seeking a Post Trade Operations specialist to join its Operational Services team in its Hyderabad office. We are looking for a candidate who has a proven track record in financial services discipline, with a stress on Middle office experience and can provide excellent service to our clients in the investment industry. Successful candidates will be highly driven and have an excellent understanding of the asset management business.

As a Post Trade Operations specialist, the candidate will be responsible for key functions in Client onboarding implementations, Trade exceptions management, Confirmation/Affirmation process, Settlement notification. It involves the understanding of trades flow in broker matching platform vendors like CTM, NYFIX matching, SSCNet along with other applications like TradeSuite, ALERT, Settlement Instruction Manager etc. It requires continuous communication with stakeholders - Clients/Broker Dealers/Custodians or any other interested 3rd parties and ensure all exceptions are managed within deadlines.

Your daily responsibilities will include (but are not limited to):

• Work in partnership with our clients to ensure that trades are allocated, matched, affirmed/confirmed, and settled in a timely manner to safeguard the firm's capital and reputation and to meet the client SLAs.
• Work closely with our clients to proactively manage risk, and challenge existing business processes on a day-to-day basis. This will include understanding and meeting the evolving expectations of key clients of the firm and driving and following through on any efficiency initiatives to implementation.
• Communicate with various 3rd parties to resolve mismatches.
• Handing of trade exceptions in a timely manner to avoid settlement delays.
• Manage end to end implementation of Vendor connectivity and ensure smooth Go Live experience to clients
• Manage multiple implementation projects without compromising on project deadlines

Attributes:

• Strong understanding of trade lifecycle events
• Product knowledge – Equities, Fixed Income, Derivatives
• Good to have Order Management System (OMS) experience
• Effectively handles difficult situations, build trust, long-term relationships with clients and manage client/business expectations as well as being able to view problems through the eyes of the client
• Excellent client service skills with experience gained within a fast-paced Client Service/ Operational role
• Ability to work in dynamic environment, proven history of being able to react to changing priorities
• Willingness to work in night shifts
• Analytical, verbal, and written communication skills
• Strong emphasis on quality, professionalism, and excellence
• Attention to detail

Qualifications and experience:

• 3-10 years’ experience in financial or technology setting
• Preferred exposure or working knowledge on SQL
• Good to have Order Management System (OMS) experience
• Prior exposure in implementation capacity and onboarding clients

About SS&C Eze:

SS&C Eze is a premier provider of global investment technology to support the front, middle and back office. The Eze Software Investment Suite addresses the core business needs of the asset management community, including Order Management, Trade Execution & Analytics, Portfolio Analytics & Modelling, Compliance & Regulatory Reporting, Commission Management, Data Management and Portfolio Accounting.

Eze Software partners with more than 2,000 buy-and sell-side institutions in 30 countries across North and South America, EMEA, and Asia Pacific. Clients include hedge funds, institutional asset managers, mutual funds, pension funds, endowments, family offices, wealth managers, and broker-dealers across a range of strategies, investment products, and asset classes. Based in Boston, Eze Software employs more than 1,000 associates in 12 offices worldwide.