AVP - Investment Banking Operations

eClerx LLC; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

eClerx LLC in Mumbai seeks an experienced Associate Program Manager for IB Operations to lead back-office finance processes and drive improvements across global client teams. You will manage delivery, governance, and escalation handling while building strong stakeholder relationships.

The role requires deep domain knowledge of investment banking operations, the ability to manage large teams, and a focus on SLAs, KPIs, and continuity. Leadership and cross-functional collaboration are essential.

Qualifications

• Graduation (BCom, BBA, BBM, BCA, BTech, BE) / Post Graduation (M.Com, MBA, PGDM).
• 14 to 17 years of experience in handling Investment Banking Operations.
• Conceptualize, design and deliver high-quality solutions and insightful analysis.
• Knowledge of / prior experience with offshoring processes and methodologies.
• Proven track record of managing complex Operations.
• Ability to meet client expectations with respect to SLAs, KPI and KRIs.
• Delivery of productivity gains and identify and implement process improvements.
• Possess strategic perspective, business acumen, action orientation and drive for results.
• Ability to present and lead client meetings with senior internal and external stakeholders.
• Well-organized with ability to prioritize effectively and multi-task.

Responsibilities

• Take leadership role independently managing back office operations
• Client Management – establish self as a valued partner and work closely to achieve goals defined
• Independently handle all client escalations and lead mitigation steps to prevent future escalations
• Manage team of 50 plus people – training, onboarding, resource allocation, delivery management, performance appraisals, mentoring
• Help knowledge management endeavour by sharing process knowledge and best practices within the teams
• Lead various quality initiatives across processes managed
• Responsible for Business continuity, transformation and various audits

Skills

Leadership

Team management

Client management

Problem solving

Data analysis

Multitasking

Education

Graduation / Post Graduation

Tools

PowerPoint

MS Word

MS Excel

Job description

Job Description– Finance- IB Operations- Associate Program Manager

As part of our IB Operations team, you will be working with our client partners to improve processes and controls that build capacity and scale. Support us to execute and manage various BFSI processes for our clients from various global functional teams across our clients.

The leader must demonstrate an ability to anticipate, understand, and act on evolving customer needs, both stated and unstated. Through this, he/she must create a customer-centric organization and use innovative thinking frameworks to foster value-added relations. With the right balance of bold initiatives, continuous improvement and governance, the leader must adhere to the delivery standards set by the client and eClerx by leveraging the knowledge of market drivers and competition to effectively anticipate trends and opportunities. In addition, the leader must demonstrate a capacity to transform, align, and energize organisation resources, and take appropriate risks to lead the organization in a new direction. As a leader, the candidate must build engaged and high-impact direct, virtual and cross-functional teams, and take the lead towards raising the performance bar, build capability and bring out the best in their teams. By collaborating and forging partnerships both within and outside the functional area, the leader must work towards a shared vision and achieve positive business outcomes.

The ideal candidate should possess strong business understanding of finance industry with special focus on capital market and derivatives. Candidate should have Domain knowledge in one or more of the following areas: KYC and Client Onboarding, Derivative Operations (Cash Settlements, Confirmations, FOBO Reconciliation, Drafting), Securities Operations (Confirmations, Settlements, Exchange Recs, Asset Servicing), Risk and Financial Reporting, Reference Data Management. Candidate should be good with numbers and ability to derive information from data with excellent multi-tasking and creative problem solving. Candidate should have strong capabilities in PowerPoint, MS Word and MS Excel and should be able to build domain expertise and lead from the front with the ability to work under pressure, handle multiple priorities and work as part of the team.

IB Operations- Associate Program Manager- Responsibilities

• Take leadership role independently managing back office operations
• Client Management – establish self as a valued partner and work closely to achieve goals defined
• Independently handle all client escalations and lead mitigation steps to prevent future escalations
• Manage team of 50 plus people – training, onboarding, resource allocation, delivery management, performance appraisals, mentoring etc.
• Help knowledge management endeavour by sharing process knowledge and best practices within the teams
• Lead various quality initiatives across processes managed
• Responsible for Business continuity, transformation and various audits

Minimum Qualifications-

• Graduation (BCom, BBA, BBM, BCA, BTech, BE) / Post Graduation (M.Com, MBA, PGDM).
• 14 to 17 years of experience in handling Investment Banking Operations.
• Conceptualize, design and deliver high-quality solutions and insightful analysis on a variety of projects ranging in both complexity and scope.
• Knowledge of / prior experience with offshoring processes and methodologies highly preferred.
• Proven track record of managing complex Operations.
• Ability to meet client expectations with respect to SLAs, KPI and KRIs.
• Delivery of productivity gains and identify and implement process improvements.
• Possess strategic perspective, business acumen, action orientation and drive for results.
• Ability to present and lead client meetings with senior internal and external stakeholders.
• Ability to understand and analyze complex problems, methodically devise and present a solution, and apply sound judgment independently.
• Well-organized with ability to prioritize effectively and multi-task, while working independently. Track record of coping with pressured timelines and deliverables.
• Should be good with logical and quantitative abilities.

Preferred Qualifications-

• Ability to manage and complete specific tasks with minimal direction
• Should be able to act fast and decisively when dealing with critical situations – ability to read situations and act in minutes
• Willingness to continuously learn, upgrade skills and stay relevant to business demands
• Excellent interpersonal skills – ability to network and earn confidence of diverse Client personnel plus interaction with and management of eClerx India based operations team.