Post Trade Analyst

Saxo Bank; Gurugram District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Saxo Bank is hiring for a Securities Operations migration-focused role based in Gurugram, onsite. You will coordinate stock and asset transfers, validate details, and manage transfers through market-specific mechanisms.

The role requires 3+ years in securities operations, with a strong focus on custody, settlement lifecycle, and migration projects. You will liaise with clients, relationship managers, custodians, brokers, and operations teams, providing timely updates and ensuring compliance with

Qualifications

• Minimum experience required – 3+ years.
• 3+ years of experience in securities operations, custody, stock transfers, client onboarding, or migration projects.
• Solid understanding of settlement lifecycle, stock transfer processes, and custody operations.
• Experience with portfolio migrations and account transfers is preferred.
• Knowledge of financial instruments including equities, bonds, ETFs, and mutual funds.

Responsibilities

• Coordinate stock and asset transfers for new client onboarding and migration projects.
• Validate transfer instructions, account details, custodian information, and client documentation.
• Manage inbound and outbound asset transfers through market-specific transfer mechanisms.
• Ensure accurate booking and reconciliation of securities during migration activities.
• Identify and resolve transfer breaks, settlement issues, and unmatched positions.
• Support bulk migration events and portfolio transfer initiatives.
• Monitor migration progress and provide regular status updates to stakeholders.
• Coordinate project activities across multiple departments.
• Investigate and resolve discrepancies of positions in the firm’s books and records.
• Develop and maintain strong relationships with all stakeholders.
• Liaise with clients, relationship managers, custodians, brokers, operations teams, and external counterparties.
• Provide timely updates on transfer status, risks, and escalations.
• Participate in migration planning meetings and project governance forums.
• Ensure adherence to market regulations, custody requirements, and internal policies.
• Identify operational risks and recommend process improvements. Track project progress and ensure delivery against agreed timelines.

Skills

Client service

Relationship building

Communication skills

Teamwork

Organizational skills

Job description

Job Description:

Location - Gurugram (Onsite)

Responsibilities

• Coordinate stock and asset transfers for new client onboarding and migration projects.
• Validate transfer instructions, account details, custodian information, and client documentation.
• Manage inbound and outbound asset transfers through market-specific transfer mechanisms.
• Ensure accurate booking and reconciliation of securities during migration activities.
• Identify and resolve transfer breaks, settlement issues, and unmatched positions.
• Support bulk migration events and portfolio transfer initiatives.
• Monitor migration progress and provide regular status updates to stakeholders
• Coordinate project activities across multiple departments
• Investigating and resolving discrepancies of positions (cash and securities) in the firm’s books and records.
• Developing and maintaining strong relationships with all stakeholders
• Liaise with clients, relationship managers, custodians, brokers, operations teams, and external counterparties.
• Provide timely updates on transfer status, risks, and escalations.
• Participate in migration planning meetings and project governance forums.
• Ensure adherence to market regulations, custody requirements, and internal policies.
• Identify operational risks and recommend process improvements. Track project progress and ensure delivery against agreed timelines.

Your profile

We are looking for an enthusiastic and committed individual who is looking to operate in a dynamic working environment where communication and teamwork skills are essential. Exceptional client service and relationship building are required to interact with our clients and the team.

The candidate should have a control focus and be achievement orientated to produce results to ensure that all risk is mitigated.

• Strong organizational skills required.
• Minimum experience required - 3+ Years.
• 3+ years of experience in securities operations, custody, stock transfers, client onboarding, or migration projects.
• Sound understanding of settlement lifecycle, stock transfer processes, and custody operations.
• Experience with portfolio migrations and account transfers is preferred.
• Knowledge of financial instruments including equities, bonds, ETFs, and mutual funds.

We get curious people invested in the world

When you work at Saxo, you become a Saxonian and part of a purpose-driven organisation, where good ideas are always taken seriously, and where you can make a true impact. We are invested in your development, and you can expect a robust career from day one when you join Saxo - no matter which role you take on.

You will join 2,500 other ambitious colleagues across 11 countries and become part of an international organisation. Working in Saxo, you will get to meet colleagues from many different cultures and backgrounds, and you should know that we value diversity and inclusion and see it as a genuine source of strength to drive growth, foster innovation and position us for long-term success.

We encourage an open feedback culture and supportive team environments enabling employees to grow and fulfil their career aspirations.

When you bring passion, curiosity, drive and team spirit, your learning journey will be dynamic and your career opportunities in Saxo will be immense.

At Saxo we don't just offer a job - we offer an opportunity to invest in your future!