Trading Lifecycle Manager - Associate

Join a leading global financial services firm with over 200 years of history. Be part of a dynamic team that provides essential strategic advice and executes critical financial transactions. Work in a collaborative environment that values innovation and excellence.

Job Summary

As the Trade Lifecycle Manager within the Proxy India Operations team, you will monitor meeting queues and manage account activities. You will collaborate with investment stewardship and portfolio managers to ensure accurate voting on upcoming meetings. Your role will also involve managing reporting requirements and assisting in audits.

Job Responsibilities:

• Monitor meeting queues via Vendor Portal for upcoming meetings.
• Reach out to Investment Stewardship and Portfolio managers to seek votes.
• Apply votes accordingly for upcoming meetings.
• Manage account opening, closing, and reconciliations activities.
• Monitor the Power of Attorney (POA) tracking and filing process.
• Manage reporting requirements for internal and external stakeholders.
• Perform ballot reconciliation process and provide rationale for rejected ballots.
• Assist in external and internal audits.
• Manage mailbox and daily KPI and metrics reporting.
• Work flexibly in US/EMEA hours.
• Build good working relationships with cross-functional teams.

Required qualifications, capabilities, and skills

• Work independently and proactively seek guidance.
• Demonstrate strong team player skills.
• Accept responsibilities and challenges.
• Focus on client needs and risk awareness.
• Organize tasks and meet tight deadlines.
• Pay excellent attention to detail.
• Communicate fluently in English (verbal and written).

Preferred qualifications, capabilities, and skills

• Possess knowledge of investment products.
• Exhibit professionalism and initiative.
• Understand the securities market and financial products.
• Demonstrate excellent MS skills, ideally to macro level
• Build partnerships with peers and managers.
• Maintain a positive outlook and desire for success.