Financial Market | Analyst

eClerx; Pune District; On-site; INR 250,000 - 450,000; Full time

Job summary

eClerx is seeking an Analyst in Pune to support back-office and middle-office operations for financial institutions. The role spans KYC, reference data, legal docs, loans, portfolio reconciliation, and more.

You will prepare reports in MS Excel and may engage with agents, counterparties, and clients to resolve process queries. The position involves learning diverse financial products, such as equities, derivatives, swaps, FX, and fixed income, while handling data capture, processing, and system

Qualifications

• 0 to 6 months of experience in investment banking operations involving projects, people, process, and client management.
• Bachelor's or Master’s degree in commerce, business, or related fields.
• Basic knowledge of finance, trade lifecycle, investment banking, and derivatives.
• Strong logical and quantitative abilities to derive insights from data.
• Proficiency in planning, organizing, and time management.

Responsibilities

• Identify and escalate risks, promptly report outstanding issues to clients.
• Perform trade support activities across the Trade Lifecycle, including trade confirmations, pre-settlements, reconciliations, and settlements of cash flows.
• Handle operations of Syndicated Loans and Corporate action setup and operations.
• Support Reference Data and Regulatory reporting (SDR, KYC-AML, reconciliations).
• Learn and master various financial products such as equities, derivatives, swaps, FX, and fixed income.

Skills

Quantitative skills

Data processing

Time management

Education

Bachelor's/Master's degree

Job description

Job Summary

Designation - Analyst. Location: Pune. Shift Timings: General/APAC/EMEA/NAM.

The Analyst will work on back-office and middle-office processes for financial institutions, handling various stages of the client/product lifecycle across KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more. Responsibilities also include data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. The role involves preparing reports using MS Excel and may require external interaction with agents/counterparties/clients to resolve process-related queries and discrepancies via phone or email.

Responsibilities

• Identifying and escalating risks, promptly reporting outstanding issues to clients.
• Performing various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium).
• Handling operations of Syndicated Loans and Corporate action setup and operations.
• Managing other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, KYC-AML, various front-office and back-office reconciliations).
• Learning and mastering various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.g., Corporate and Treasury Bonds).

Qualification and Skills

• 0 to 6 months of experience in investment banking operations involving projects, people, process, and client management.
• Bachelor s Degree (B.Com, BBA, BBM, BCA) / Master s Degree (M.Com, MBA, PGDM).
• Basic knowledge of finance, trade lifecycle, investment banking, and derivatives.
• Strong logical and quantitative abilities to derive insights from data.
• Proficiency in planning, organizing, and time management.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.