Full-Time

Officer – Middle Office

Setclear

Posted on 5/9/2026

CITIC CLSA

CITIC CLSA

1,001-5,000 employees

No salary listed

Pune, Maharashtra, India

In Person

Category
Finance & Banking (1)
Requirements
  • Bachelor’s or Masters in Commerce and Finance/Banking.
  • Graduate with minimum of 4 -8 years of experience in the securities or related industry.
  • Should have direct experience in Asian markets or who have Middle office experience will be given special consideration.
  • Coordinate with front office and other support teams, locally and globally, to address trade related enquiries and issues.
  • Knowledge of trade processing / contracting processes and procedures, reference data.
  • Reconcile and validate trade capture activity in timely and accurate manner.
  • Assist in resolving trade discrepancies caused from trade failures, breaks, etc.
  • Develop standard processes to route customer queries to correct department for timely resolution.
  • Monitor internal and inter-branch dealing to identify/escalate unusual trading activity.
  • Provide excellent and outstanding customer service.
  • Scrutinizing processes to identify issues within the flows and then working with senior management to drive through change and process enhancements.
  • Should be familiar with Microsoft Office and preferably have experience in the usage of operations systems/applications commonly used in securities related industry including ALERT, OASYS, etc.
  • Ability to work within a team environment.
  • Strong communication and interpersonal skills to interact with various levels of management.
  • Excellent time management, problem solving and analytical skills.
  • Ability to work accurately and with attention to detail.
  • Ability to work to deadline and deal sufficiently with time pressure
  • Excellent communication skills (verbal and written) are a must-have
Responsibilities
  • Trade bookings and processing.
  • Trade confirmations and Contract note.
  • Static and Reference Data maintenance
  • FX Processing (non-execution)
  • Update and Documentation of procedures, process maps.
  • Active management of day to day issues and queries from internal/external parties with Escalations as necessary.
  • Co-ordination with regional trade support groups, traders and customers to resolve queries / issues.
  • Active participation in UAT testing and related aspects of change management.
  • Reconciliation issues
  • Act as an authorizer and releaser for various systems
  • You must be able to supervise and have control over the daily BAU and Projects
  • Play a supporting role in projects, process & system improvements, cost & efficiency savings etc.
  • You must be able to multi-task and deliver work on time
  • You must be able to train new staff and junior staff on new tasks or work development or process changes

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

$834.9M

Headquarters

Central and Western District, Hong Kong

Founded

1986

Simplify Jobs

Simplify's Take

What believers are saying

  • Global staff of 3,000 across 21 cities enhances Asia-to-West investment execution.
  • #1 Underwriter for Offshore China Bonds FY2023 with USD 1.2 billion volume.
  • #3 Global Co-ordinator in HK ECM FY2023 with USD 847 million underwriting.

What critics are saying

  • US sanctions block Western markets access within 12-24 months via Executive Order expansion.
  • HK IPO volumes drop to USD 5B in 2025, slashing fees 40% YoY from capital controls.
  • HFCAA delisting forces Americas arm shutdown in 24-36 months, losing USD 500M revenue.

What makes CITIC CLSA unique

  • CITIC CLSA ranked #1 ECM Bookrunner in Asia ex-Japan FY2023 with USD 42.2 billion.
  • Manages US$5 billion AUM across private equity, credit, and real estate via nine offices.
  • Operates full-service agency broker in Americas with execution services in seven cities.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Remote Work Options

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Mental Health Support

Conference Attendance Budget

Professional Development Budget

Stock Options

Company Equity

Phone/Internet Stipend

Home Office Stipend

Family Planning Benefits

Fertility Treatment Support

Adoption Assistance

Parental Leave

Paid Holidays

Paid Sick Leave

Childcare Support

Relocation Assistance

Training Programs

Tuition Reimbursement

Professional Certification Support

Mentorship Program

Gym Membership

Commuter Benefits

Meal Benefits

Employee Discounts

Legal Services

Employee Referral Bonus

Performance Bonus

Company News

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CITIC CLSA to host its Asean Forum in Bangkok from 10-12 March 2026. Bangkok, Thailand - 9 Feb 2026: CITIC CLSA is excited to announce its 22nd Asean Forum, set to take place from 10-12 March at the Grand Hyatt Erawan Bangkok. This premier event will bring together leading corporates, institutional investors, policymakers and experts to discuss the growth opportunities, demographic shifts and policy trends shaping Southeast Asia's key markets. The Forum will go beyond the headlines to uncover the region's most promising opportunities. Topics will include Singapore's advancements in AI, datacenters and advanced manufacturing; Malaysia's expanding role in chip packaging, testing and electronics; and Vietnam's wide-ranging government, institutional and capital market reforms. Indonesia's push toward downstream industrialisation through large-scale FDI will also feature prominently, alongside insights into Thailand's dynamic manufacturing base and thriving tourism sector. Additionally, discussions will spotlight the Philippines' growth story, driven by domestic demand, a young urban population, strong remittances and a growing middle class. Delegates will benefit from diverse perspectives through thought-provoking speaker presentations and panel discussions covering key regional themes and sector-specific opportunities. For a hands-on experience, attendees can join bespoke tours across the six major Asean markets and gain firsthand exposure to critical sectors such as AI, semiconductors, autos, sustainability, consumer and property. Edward Park, Deputy Chief Executive Officer at CSI, said: "Asean is solidifying its position as a global economic powerhouse. With policy momentum building and investment accelerating across key markets, it is entering a new era of expansion and opportunity. The Asean Forum is designed to help investors and corporates better understand investment opportunities and connect directly with the region's next phase of growth." Samir Kogar, Thailand Country Head at CLSA, added: "Thailand is rapidly emerging as one of Southeast Asia's most dynamic economies, with strong growth in technology, manufacturing and sustainable industries. As a regional hub for trade, tourism and innovation, it offers an ideal environment for meaningful cross-border collaboration. Hosting the Forum in vibrant Bangkok allows us to bring together leaders and innovators in a city that blends modern infrastructure with deep cultural connectivity. We are known as the Land of Smiles for a reason; come experience it for yourself." Matthew Overy, Chief Operating Officer and Deputy Head of Research at CLSA, said: "At a time of heightened global uncertainty and rapidly shifting capital flows, having direct access to regional insights and corporate leaders matters more than ever. Our Asean Forum is a timely platform for investors and corporates to engage face to face, compare perspectives and identify where the next opportunities are emerging across the region." About CITIC CLSA CITIC CLSA is a wholly owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia's leading capital markets and investment group, dedicated to supporting the growth strategies of global institutional investors, corporations, governments, and high-net-worth individuals. CITIC CLSA's award-winning research, deep local knowledge, strong ties to China, and highly experienced financial professionals distinguish it from both global investment banks and regional competitors. Over four decades, CITIC CLSA has built a comprehensive network across Asia while expanding operations to 13 countries worldwide, including locations in Asia, Australia, Europe, and the Americas. For more information, please visit clsa.com. MEDIA CONTACTS | Peter Joblin Director of Communications, CITIC Securities International T: +852 2600 8046 E: [email protected] | / | Angel Lai Communications Specialist, CITIC Securities International T: +852 2600 7584 E: [email protected] |

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