Walk-in || Sr Associate

Incedo is hiring!!

Position Title: Sr.Associate

Experience: 2.6 years - 6 years

Business Function: Operations Transformation

Department: Reconciliations teams responsible for reconciling Cash, Trade and Positions between Internal data, (Accounting) and External data (Custodian/Banks) across all asset classes offered by the Bank, primarily Equities, Bonds, Mutual Funds and Derivatives.

Responsibilities:

• Ensure quality and time-efficient production of reconciliations across all asset classes.
• Ensure all process tasks are completed accurately and within defined timelines.
• Respond to data queries and provide timely support to stakeholders.
• Ensure self and team escalate critical issues to the Department Head/Lead, thereby ensuring seamless process flow.
• Provide ideas to remove complexity and increase productivity through process improvement and Lean methodologies.
• Contribute actively to documenting procedures and work instructions.
• Engage positively with stakeholders and maintain a high level of service.
• Ensure data integrity and strict adherence to SLAs.
• Own, coordinate, and delegate work as required.
• Work across functions to identify root causes of breaks and contribute to effective resolutions.
• Adopt an AI-First problem-solving mindset, leveraging automation, AI-enabled tools, and data-driven solutions to enhance process efficiency, productivity, accuracy, and decision-making.
• Identify opportunities for process optimization, automation, and digital transformation within wealth management and financial services operations.
• Use AI and productivity tools such as Microsoft Copilot, ChatGPT, and other AI-enabled analytical platforms to improve operational efficiency and support informed decision-making.

Must Have

• Experience in Investment Banking.
• Knowledge of various market asset classes.
• Knowledge of the end-to-end reconciliation process.
• Knowledge of using Excel, Word, and PowerPoint.

Good to Have

• Intellimatch system experience.

Key Skills & Competencies

• Certification or training in Artificial Intelligence (AI), Generative AI, Data Analytics, or related technologies will be an added advantage.
• Strong communication skills, with the ability to interact effectively with internal stakeholders, clients, and cross-functional teams.
• Transformative and growth-oriented mindset, with a passion for innovation, continuous improvement, and driving operational excellence.

We Offer

• Chance to join a truly growth-embracing culture, which will commit to helping you grow personally and professionally.
• An opportunity to work as part of a dynamic, ambitious and international team in an informal and pleasant working environment.

Thanks,

Incedo HR Team