CareerPlan

Institutional Equity Divsion - Senior Associate - Client Coverage (Mumbai)

Mumbai, IndiaFull-time2026-10-28 → 2026-11-10

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 knowledge, Prime brokerage business understanding, Financial product proficiency, Root cause analysis, Regulatory compliance checks, Due diligence support, Project management, MS Office proficiency

Preferred skills

Chartered Accountant (CA) or MBA, Experience in Investment Bank or Custodian Bank

Responsibilities

Oversee client accounts and resolve issues (financing, margin, trade clearing, 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

Seniority

Senior, hands-on IC