Middle office Operations Lead

Crisil; Pune District; Sur place; INR 1 800 000 - 3 000 000; Plein temps

Résumé du poste

Crilis seeks an experienced professional to lead the Middle Office team in Pune, overseeing trade life cycle activities, outsourced processes, and stakeholder communications. You will drive process improvements and ensure timely execution in a global context.

The role requires 8+ years in middle office, strong analytical and leadership skills, and experience with analytics tools like Bloomberg AIM, VBA, or RPA. Fluency in English is essential; German or French is a plus.

Qualifications

• 8+ years in Middle Office with multiple asset classes (Equity, Fixed Income, FX, derivatives).
• Experience in international environments and outsourced Middle Office models is a plus.
• Subject Matter Expert in projects/initiatives related to Trade Support Middle Office operations.
• Strong analytical, communication and leadership capabilities; ability to drive improvements.

Responsabilités

• Manage and lead the Middle Office team at Crisil.
• Act as main point of contact for internal/external stakeholders.
• Oversee, challenge, and escalate issues; ensure timely responses and delivery.
• Contribute to process automation and efficiency improvements.
• Produce regular progress updates to management.

Connaissances

Analytical thinking

Problem solving

Communication

Leadership

Team player

Self-motivated

Organized

Adaptable

Fluent English

German or French (plus)

Outils

Bloomberg AIM

VBA

RPA

Description du poste

Roles & Responsibilities –

Production/Oversight Controls:

• Work autonomously and collaborate closely within Middle Office Team managing global Trade Life Cycle Team.
• Ensure Middle Office activities as well as Oversight Control of outsourced activities on multiple instruments.
• Be the main point of contact for the middle office operations internally and manage internal and external requests from Key stakeholders (Investment Teams, Traders, external providers) on a timely manner.
• Manage and challenge middle office service provider where needed.
• Queries handling from internal and external clients across across the globe.
• Be particularly analyst and rigorous while performing tasks and meeting deadlines.
• Identify any structural issue, work on root cause detection and solution implementation.
• Escalate issues to management according to severity of the issue.
• Communicate proactively across the team.
• Write and/or update operational procedures.
• Cross training with other team members
• Lead the team of middle office professionals at Crisil.

Projects/Initiatives:

• Participate closely to various projects and especially initiatives related to Trade Support Middle office operations (Global, Regional & Local projects) as Subject Matter Expert and make sure proper processes goals are defined for the team.
• Provide clear input & be vocal in meetings impacting the Middle Office subjects operations.
• Drive and propose improvement to current processes such as automation ideas or process efficiency improvements.

Miscellaneous:

• Think out of the box & propose pragmatic solutions in case of blocking points with a can-do attitude.
• Build credible, trusted relationships with our key internal and external stakeholders across all levels of the organizations (Investment, Distribution, Service Provider, Projects team, other Operations teams )
• Work in a collaborative way with internal departments while pursuing client satisfaction.
• Manage and/or escalation conflicts, issues with respective stakeholders, being proactive.
• Provide regular progress updates on issues, projects and initiatives to the team and manager.
• Keep track on all status of topics currently being worked on, while meeting deadlines initially set.

Experience

• At least 8 years’ experience in the Middle Office area, with exposure to various financial instruments (Equity, Fixed Income, FX, Listed and OTC derivatives etc.).
• Very good knowledge of several of the asset classes, their workflows, settlements, reconciliations, collateral management etc. knowledge of regulatory requirements is a plus.
• Understanding of full trade life cycle including awareness of middle and back-office functions/processes and their touch points with the front office and downstream.
• Understanding Process Challenge / bottleneck connect with stakeholders for business requirement gathering and documentation.
• Strong experience in an international environment.
• Experience as Subject Matter Expert in projects / initiatives is a plus.
• Experience in the Asset Management industry.
• Experience in an Outsourced Middle Office model is a real plus.

Personality/Skills

• Excellent analytical & problem-solving skills as well as client & delivery focused.
• Excellent communication & influencing skills as well as ability to negotiate & resolve conflicts.
• Ability to take the lead on various topics / in meetings.
• Ability to work independently, provide regular feedback and elevate at the right time.
• Ability to work in a highly organized and structured manner.
• Drive for constant improvement, questioning and challenging status quo.
• Enthusiastic, self-motivated, and Flexible to change.
• Strong team player in a Global and Regional environment
• Languages: Fluent English; German or French is a plus
• Digitalization experience & automation skills (VBA or RPA) is a real plus.
• Good Knowledge of Bloomberg, and especially Bloomberg AIM is a plus.