8 - 10 years of experience in Capital Markets with exposure to brokerage, clearing corporations, depositories, stock exchanges, mutual fund asset management companies, or similar.
5+ years of hands-on experience in custody firms across:
+ Transaction processing and settlement
+ Safekeeping
+ Account opening and onboarding
+ Corporate action processing
+ Proxy services
+ Income collection
+ Tax services
+ Cash management
+ Real-time reporting
+ Market infrastructure connectivity
Proficient communication, organizational, and analytical skills. Team oriented and working with cross locational presence
Good to Have Skills
Certifications such as CFA, GARP, PRM, PMI, IIBA, or ISTQB.
IT sector experience as a business or test analyst in custody domain-related projects.
Understanding of AI/ML applications in custody operations
Custody Services Specialization as Subject Matter Expert
Identify challenges within global and boutique custody firms and propose technology solutions/offerings for the Capital Markets industry.
Develop end-to-end workflow schematics for custody operations at client sites, identifying areas for process and technology improvement.
Collaborate with AI architects to identify and develop AI/ML and Generative AI use cases for custody operations and evolve solutions and MVPs for client demonstrations.
Publish thought leadership in the form of whitepapers focusing on industry transformation through modern technology.
Create and maintain sales collaterals and conduct solution demonstrations across various seniority levels in customer organizations.
Document current-state custody operations, assess technology use, and prepare a target-state operating model.
Facilitate training to enhance custody domain knowledge within the organization.
* Stay updated with trends in custody services to ensure solutions align with industry best practices.
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