Institutional Equity Divsion - Senior Associate - Client Coverage (Mumbai)
Core
Senior Associate in Institutional Equity Division serving hedge fund clients as a primary account manager for prime brokerage services.
Role type
Senior Associate, Client Coverage (Prime Brokerage)
Builds
Prime brokerage solutions and client account management for hedge funds
Domain
Financial Services / Investment Banking / Prime Brokerage
Deliverable
client delivery
Required skills
Capital markets proficiency, Prime brokerage business understanding, Financial product knowledge, Root cause analysis, Regulatory compliance checks, Due diligence support, Project management, MS Office proficiency
Preferred skills
Chartered Accountant or MBA, Strong relationship management, Ability to handle pressure
Technologies
MS Office (Word, Excel, PowerPoint, Project), Automated exception-based processing systems
Responsibilities
Oversee client accounts and resolve issues including financing, margin, trade clearing, settlement, and cash management; Perform root cause analysis to increase STP; Analyze client balance trends and market share; Liaise between Fund Administrators and internal teams (swaps, derivatives, stock loan); Manage account opening/closing and fee schedules; Conduct regulatory checks on short sales and restricted currency holdings.
Seniority
Mid-Senior Level (4-6 years experience)