Lead - Trade Automation, Fund Solutions (VP Level)
Location: Pune/Bangalore
Experience: 12+ years
Department: Fund Solutions Technology
Employment Type: Full-time
Role Overview
We are seeking a visionary and technically adept leader to head our trade automation initiatives. This VP-level role will be responsible for driving strategic automation projects across trade processing and reconciliation functions, integrating client trade data, and enhancing operational efficiency through cutting-edge technology solutions. The ideal candidate will possess deep domain expertise in fund administration, strong technical acumen, and a proven track record of leading cross-functional teams in a dynamic, global environment.
Key Responsibilities
- Lead the design, development, and deployment of trade automation solutions across fund services.
- Define and execute the automation roadmap aligned with business goals and regulatory requirements.
- Champion process optimization and digital transformation initiatives across trade workflows.
- Oversee integration of client trade files into internal systems, ensuring robust, scalable, and secure solutions.
- Collaborate with client service managers, product teams, and external vendors to gather requirements and deliver tailored automation strategies.
- Ensure high-quality delivery of ETL processes, data mapping, and exception handling.
- Ensure trade transactions are processed accurately and timely, adhering to SLAs and compliance standards.
- Monitor and troubleshoot automation workflows, proactively resolving issues and minimizing operational risk.
- Maintain comprehensive documentation for all automated processes to support audit readiness and transparency.
- Mentor and lead a team of analysts and specialists across trade automation and reconciliation domains.
- Foster a collaborative, high-performance culture focused on innovation and continuous improvement.
- Partner with global stakeholders to align technology initiatives with business priorities.
Essential Skills & Qualifications
- Advanced proficiency in SQL, VBA, MS Access, and Excel.
- Hands-on experience with ETL tools and data mapping.
- Familiarity with Advent Geneva, Paxus, and market data providers (Bloomberg, Refinitiv).
- Strong understanding of financial instruments including listed, unlisted, OTCs, derivatives, and private equity.
Domain Knowledge
- Deep expertise in Fund Administration, Trade Processing, and Capital Markets.
- Experience in managing large-scale automation projects and system migrations.
Leadership & Communication
- Proven ability to lead cross-functional teams and manage stakeholder relationships globally.
- Strong analytical, problem-solving, and presentation skills.
- Excellent verbal and written communication skills.