Analyst, share plans Dealing & Settlement
ConfidentialMumbai30+ days ago
Job descriptionProcess and validate dealing instructions from participants, ensuring alignment with plan rules and client expectations. Execute equity trades via internal or broker platforms and monitor confirmations. Coordinate settlement instructions, monitor status, and liaise with internal teams and brokers to ensure timely settlement. Maintain trade and settlement records with a high degree of accuracy and compliance. Manage exceptions including unmatched trades or settlement delays, ensuring quick resolution and proper documentation. Collaborate effectively with peers and support the wider team in meeting collective goals. Provide process insights and on-the-job support to new joiners or junior staff as needed. Take initiative in cross-training and knowledge sharing to increase process coverage and flexibility. Demonstrate ownership, accountability, and continuous learning to lead by example. Ensure full adherence to operational controls, regulatory requirements, and internal policies. Escalate trade or settlement risks promptly and clearly, with supporting analysis. Support internal / external audit and control testing by preparing necessary documentation and explanations. Contribute to error log management, root cause analysis, and control improvement initiatives. Strong understanding of the end-to-end equity trade lifecycle, especially focused on execution and settlement. Familiarity with employee share plan types and their operational nuances. Sound knowledge of settlement markets, platforms (CREST, Euroclear, DTC), and trade messaging protocols. Excellent attention to detail with the ability to manage high volumes under time pressure. Strong communication and stakeholder management skills across global teams. Analytical thinking and problem-solving skills to resolve trade exceptions or operational bottlenecks. Working knowledge of trade order management systems and settlement systems. Bachelor's degree in Finance, Accounting, Economics, or a related field. 3-5 years of experience in investment banking operations, specifically in equity dealing and / or settlements. Experience with Shareplans or employee stock ownership schemes (preferred but not mandatory). Proficient in Excel and familiarity with workflow tools or dashboards (e.g., Power BI).
Key Accountabilities and Main Responsibilities :
Strategic Focus :
- Contribute to delivering a high-quality service experience for employee share plan clients.
- Support automation and straight-through processing goals by identifying manual pain points and suggesting improvements.
- Assist in process standardization and documentation to enable operational scalability and resilience.
- Stay updated on equity market practices and share plan regulatory trends to support informed operations.
Operational Management :
People Leadership :
Governance & Risk :
Experience & Personal Attributes :
Qualifications & Experience :
Skills Required
Trade Execution, Automation, Power Bi
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Analyst • Mumbai
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