Institutional Middle Office Operations Specialist / Manager

InCred Capital; Mumbai; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

InCred Capital is seeking an Institutional Middle Office Operations Specialist/Manager to act as the vital link between clients, front-office trading teams and back-office settlement and accounting functions.

You will oversee onboarding for domestic institutions and FPIs, support trade confirmations, coordinate settlements, ensure regulatory compliance, and drive process improvements across global teams and cross-border transactions.

Qualifications

• B.Com or Master’s in Finance is required.
• 8–10+ years of dedicated middle-office operations experience handling institutional clients.
• Strong client onboarding knowledge; proactive problem-solving; and professional written/verbal communication.

Responsibilities

• Direct onboarding for domestic institutions and FPIs with complete documentation, KYC setup and readiness.
• Facilitate accurate trade confirmations for institutional and FPI transactions with client operations and trade desks.
• Coordinate settlements and resolve trade breaks within exchange deadlines.
• Serve as day-to-day operational contact for overseas offices on cross-border transactions and queries.
• Ensure adherence to market regulation standards, SOPs and risk controls.
• Identify bottlenecks and implement automated, error-free workflows.

Skills

Client onboarding

Problem solving

Communication

Education

B.Com or Finance Master’s

Job description

Position Title: Institutional Middle Office Operations Specialist / Manager

Department: Investment / Capital Markets Operations

Employment Type: Full-time

Role Summary: Acts as the vital link between Client, front-office trading/sales teams and back-office settlement/accounting function

Key Responsibilities

• Institutional Client Onboarding: Direct the onboarding process for domestic institutions and FPIs, ensuring complete documentation, KYC/account setup, and operational readiness.
• Trade Support & Matching: Facilitate accurate trade confirmations for institutional and FPI transactions in coordination with client operations and internal trade desks.
• Settlement & Exception Handling: Coordinate with Client and settlement teams to resolve trade breaks, discrepancies, and operational exceptions within exchange-stipulated deadlines.
• Global Team Alignment: Serve as the day-to-day operational contact for InCred Group's overseas offices on cross-border transactions and operational queries.
• Risk, Controls & Compliance: Ensure full adherence to market regulatory standards, internal SOPs, and operational risk controls.
• Process Optimization: Identify processing bottlenecks and manual touchpoints to implement automated, error-free workflows.

Qualifications, Skills & Working Conditions

• Education: B.Com or Master’s degree in Finance
• Experience: 8–10+ years of dedicated middle-office operations experience handling institutional (Domestic and FPI) equity clients.
• Core Competencies: Strong Client onboarding knowledge and exceptional handling, proactive problem-solving, and professional written/verbal communication.
• Working Conditions: Proven resilience in high-pressure, time-sensitive market conditions, with the flexibility to support overlapping hours across international time zones and overseas partners.