Reconciliation and Corporate Actions Associate

Crisil; Pune District; On-site; INR 1,400,000 - 2,000,000; Full time

Job summary

Crisil in Pune, India, seeks an experienced Operations professional to oversee Corporate Actions and reconciliations with an external Middle Office. You will coordinate proxy voting efforts, maintain strong relationships with investment teams and external providers, and ensure high-quality service delivery.

The role emphasizes governance of third-party processes, incident escalation, and continuous improvement within a global team. Prior experience with outsourced models is advantageous.

Qualifications

• Significant experience in Corporate Actions operations.
• Significant experience in cash and securities reconciliations.
• Experience in Proxy Voting operations is an advantage.
• Investment Accounting knowledge or experience is desirable.
• Experience within an operational role in the financial services industry, preferably within an investment management environment.
• Experience working with external Middle Office providers and outsourced operating models is beneficial.

Responsibilities

• Perform end-to-end oversight of the Corporate Actions activity managed by the external Middle Office provider.
• Oversee reconciliations and coordinate investigations of discrepancies with the outsourced service provider.
• Contribute to the daily Proxy Voting process including query management, reporting and account setup activities.
• Act as a key contact for Investment Professionals, External Providers and Internal Operations stakeholders to coordinate operational activities.
• Manage the relationship with the external Middle Office provider and ensure a sustainable and high-quality level of service.
• Act as a gatekeeper for requests received from Client Account Managers and Portfolio Managers, ensuring timely coordination and execution.
• Identify and escal incidents caused by third parties and coordinate remedial actions and claims processes where required.
• Manage and escal conflicts, issues and operational risks with relevant stakeholders in a proactive manner.
• Build collaborative working relationships with internal teams, external clients and service providers.
• Participate in cross-training activities with team members located across the globe.
• Review, maintain and enhance operational procedures and process documentation.
• Participate in major operational projects and initiatives impacting the Corporate Actions & reconciliations function.
• Support enhancements to operating models and contribute to process improvement initiatives.
• Continuously identify opportunities to improve efficiency, controls and service quality.
• Proactively propose new ideas and solutions to enhance existing processes.
• Work closely with outsourced service providers and internal stakeholders to implement process improvements.
• Support departmental initiatives and broader Operations transformation projects.

Skills

Analytical skills

Problem-solving

Client service orientation

Stakeholder management

Teamwork (global)

Adaptability

Prioritization

Continuous improvement

Attention to detail

Tools

Excel

Bloomberg AIM

VBA

Automation

Job description

Key Responsibilities

• Perform end-to-end oversight of the Corporate Actions activity managed by the external Middle Office provider.
• Oversee reconciliations and coordinate investigations of discrepancies with the outsourced service provider.
• Contribute to the daily Proxy Voting process including query management, reporting and account setup activities.
• Act as a key contact for Investment Professionals, External Providers and Internal Operations stakeholders to coordinate operational activities.
• Manage the relationship with the external Middle Office provider and ensure a sustainable and high-quality level of service.
• Act as a gatekeeper for requests received from Client Account Managers and Portfolio Managers, ensuring timely coordination and execution.
• Identify and escal incidents caused by third parties and coordinate remedial actions and claims processes where required.
• Manage and escal conflicts, issues and operational risks with relevant stakeholders in a proactive manner.
• Build collaborative working relationships with internal teams, external clients and service providers.
• Participate in cross-training activities with team members located across the globe.
• Review, maintain and enhance operational procedures and process documentation.

Projects & Process Improvement

• Participate in major operational projects and initiatives impacting the Corporate Actions & reconciliations function.
• Support enhancements to operating models and contribute to process improvement initiatives.
• Continuously identify opportunities to improve efficiency, controls and service quality.
• Proactively propose new ideas and solutions to enhance existing processes.
• Work closely with outsourced service providers and internal stakeholders to implement process improvements.
• Support departmental initiatives and broader Operations transformation projects.

Experience & Qualifications

• Significant experience in Corporate Actions operations.
• Significant experience in cash and securities reconciliations.
• Experience in Proxy Voting operations is an advantage.
• Investment Accounting knowledge or experience is desirable.
• Experience within an operational role in the financial services industry, preferably within an investment management environment.
• Experience working with external Middle Office providers and outsourced operating models is beneficial.

Skills & Competencies

• Strong analytical and problem-solving skills with the ability to resolve complex operational issues.
• Delivery-focused and highly organized approach to work.
• Strong client service orientation and attention to detail.
• Excellent communication, interpersonal and stakeholder management skills.
• Ability to work independently and collaboratively within a global team environment.
• Self-motivated and adaptable with the ability to operate in a demanding environment.
• Strong organizational skills and ability to manage multiple priorities.
• Proactive mindset with a focus on continuous improvement.
• Advanced Microsoft Office skills, particularly Excel.
• Bloomberg AIM knowledge is an advantage.
• VBA and automation experience are beneficial.