Experience –
8 to 12 years
Location –
Pune, Chennai
Notice Period–
Immediate to 15 days
Key Skills & Qualities Required
Domain Expertise – Strong knowledge of
asset custody, corporate actions , securities servicing, and regulations
Custody settlement - FO (Trade Booking, Trade Execution), BO (Trade settlement & clearing)
Technical Knowledge – Understanding of custody systems, APIs, and integrations,
Basic SQL
Communication Skills – Ability to convey complex concepts to both technical and business stakeholders.
Analytical Thinking – Ability to analyze trends, customer feedback, and system performance for data-driven decisions.
Swift messages (Preferrable) - Settlement Instruction (MT540 -MT543), Settlement confirmation (MT544-MT547), Statement holdings (MT535-MT537)
Roles and Responsibilities
1. Understanding Business Needs & Requirements
Collaborate with
business stakeholders
(Product, Risk, Operations) to gather custody service requirements.
Stay updated on
custody industry trends, regulations, and emerging technologies
(e.g., blockchain, digital assets).
2. Defining Product Vision & Roadmap
Develop and maintain
product vision & strategy
to enhance efficiency, security, and scalability.
Prioritize features based on
business value, risk mitigation, and regulatory requirements .
Align
short-term and long-term roadmap
with strategic business goals.
3. Ensuring Regulatory Compliance
Ensure adherence to
SEC, MiFID II, FATCA, AML , and other industry regulations.
Work with risk teams to
identify and mitigate operational risks
in custody services.
4. Managing Backlog & Requirements
Maintain and
prioritize product backlog
with key features and technical improvements.
Write
clear user stories, functional requirements, and acceptance criteria .
5. Cross-functional Collaboration
Work with
development teams
to ensure alignment with product goals and compliance needs.
Partner with
UX / UI teams
to enhance the user experience in custody processes.
Support
operations & support teams
with documentation, training, and troubleshooting.
6. Client & Stakeholder Communication
Present
product updates, new features, and roadmaps
to internal and external stakeholders.
7. Driving Innovation & Technology Advancements
Explore
emerging technologies
like blockchain and AI for custody solutions.
Lead initiatives to
automate workflows and improve operational efficiency .
Investment Analyst • India