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Smartstream

Post-trade processing software for finance

Analyst

Operations & LogisticsUpdated on Nov 14
Full-timeMumbai, Maharashtra, India₹670.8kIn-person

About the Job

Requirements

  • Two to three years of experience in investment banking operations, brokerage, fees and expense management, reconciliations, or related financial services functions.
  • Strong understanding of over-the-counter and listed derivatives products and trade lifecycle concepts.
  • Experience managing client and vendor relationships.
  • Strong analytical, investigative, and problem-solving skills.
  • Advanced Excel and data analysis capabilities.
  • Excellent communication and stakeholder management skills.
  • Ability to independently manage complex operational tasks and drive initiatives to completion.
  • Strong interest in artificial intelligence, automation, and emerging technologies, with the ability to identify practical business applications.

Responsibilities

  • Reconcile fees related to over-the-counter and listed derivatives products, including credit default swaps, interest rate swaps, foreign exchange, equities, bonds, futures, and options.
  • Analyze brokerage, clearing, exchange, and regulatory fee calculations in detail.
  • Independently manage complex exceptions and disputes through to resolution.
  • Review, validate, and process invoices while maintaining accuracy and control.
  • Ensure client service-level agreements are met and proactively escalate critical issues where required.
  • Identify opportunities to improve operational efficiency, reduce manual processes, and strengthen controls.
  • Perform root cause analysis on recurring exceptions and implement sustainable solutions.
  • Contribute to enhancing operational procedures, policies, and standard operating procedures.
  • Support audit, compliance, and control-related activities through accurate documentation and evidence management.
  • Explore artificial intelligence, automation, and productivity tools that can improve operational processes.
  • Identify opportunities to use generative artificial intelligence, data analytics, workflow automation, and intelligent process optimization.
  • Work with Business Analysts, Development, Quality Assurance, and Project teams to define and implement process improvements.
  • Participate in innovation initiatives, proof-of-concepts, and automation projects.
  • Promote continuous improvement and technology adoption within the team.
  • Share product, process, and client knowledge across the team.
  • Serve as a subject matter expert for assigned products, processes, or client portfolios.
  • Take ownership of deliverables and contribute to overall team objectives.

Desired Qualifications

  • Exposure to Tableau, Power BI, SQL, Python, Power Automate, or similar technologies.
  • Experience using artificial intelligence tools such as Claude, Microsoft Copilot, or comparable platforms.
  • Demonstrated track record of implementing automation, efficiency, or process improvement initiatives.

About the Company

Smartstream

Post-trade processing software for finance

SmartStream provides financial post-trade processing solutions for banks, capital markets, buy-side firms, and corporations. Its offerings automate and streamline middle- and back-office operations, helping clients improve operational control, cut costs, mitigate risk, and maintain regulatory compliance as they execute digital strategies. The company delivers technology solutions and related services that transform post-trade workflows, enabling leaner processes and better data quality across the trade lifecycle. What sets SmartStream apart is its four-decade track record and deep specialization in post-trade operations, delivering reliable, tailored solutions and ongoing support to financial institutions. The goal is to help clients realize their digital strategies, create more efficient post-trade processes, and open up new revenue opportunities while reducing risk and compliance challenges.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
London, United Kingdom
Founded
2000

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