ERM Analyst

Company Description:

As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner.

With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to clients, we’re looking for unique voices to help lead us forward. If you’re ready to challenge your limits and build your future, join us.

Describe the role:

Job Title: ERM Analyst

Job Summary:

We are seeking a highly motivated and skilled candidate will report to ERM Team Manager and provide support to the Account Transitions team globally. The ERM team acts as Operational generalists and as a liaison between Account Transitions, Portfolio Management and Operations. The candidate will play an integral role in the day-to-day servicing of Institutional accounts. In addition, team will be responsible for all new and existing markets requested by portfolio managers.

Location – Pune, India

Key Responsibilities:

• Achieve the KPIs (TAT and Accuracy) targets in all the activities carried out.

• Responsible for setting up, updating, and closing of all institutional accounts requested by Account Transitions Team.

• Working on and responsible for all new and existing markets requested by portfolio managers.

• Need to work on getting market open and ready for trading at different custodians.

• Working with internal teams on standing instructions required as per different markets.

• Working with custodians & brokers for updating market specific trading details on internal systems.

• Working on resolving account discrepancies on internal systems.

• Ensure end-to-end process flows and other documentation of procedure guides are in place.

• Process training for new joiners and existing team members to create a knowledge bank.

• Proactively anticipate and resolve queries issues arising from processes/ new joiners and resolve them or escalate them in a timely manner.

• To assist in driving key initiatives like identifying process improvements to improve efficiency.

• Assist AOs in monitoring queues and allocation of work.

Qualifications:

• MBA/bachelor’s degree, or equivalent combination of education & experience is required.

• Experience in reference data management is added advantage.

• Knowledge of capital market, market workflow is required.

Pune, India