Job Title: Team Leader – Pre Trade
Location: Chennai
Experience: 6+ Years

Job Summary

As the Team Leader – Pre Trade Transaction Services, you will lead a team responsible for critical pre-trade cash processing functions. These include timely processing of cash flows, fees, expenses, trade-related FX transactions, and instruction of cash movements across custody platforms. You will also support security transactions such as STIF and collateral movements, monitor overdrafts, and provide timely responses to Investment team queries. The role demands a strong understanding of operational risks, excellent communication, and team leadership capabilities to drive performance and ensure compliance.

Key Responsibilities Team Leadership & Supervision

Oversee daily operations, ensuring high-quality outputs and adherence to deadlines.

Support the manager with planning, prioritization, and effective resource allocation.

Provide coaching, training, and guidance to team members to meet performance targets and development goals.

Cash & FX Processing

Process and validate custodian-dealt FX transactions, ensuring accurate allocation to portfolios.

Monitor, investigate, and resolve FX-related breaks in coordination with reconciliation teams and custodians.

Manage cash flows and associated activities in internal systems, including STIF and ad hoc FX, fees, and collateral movements.

Oversee reconciliation and processing of synthetic FX transactions.

Monitor overdrafts, investigate root causes, and provide reporting, especially for sensitive clients.

Operational & Risk Management

Ensure all tasks align with internal controls and risk procedures.

Contribute to procedural improvements and risk mitigation strategies.

Assist in updates to the Business Continuity Plan (BCP) and Risk and Control Assessments (RCA).

Proactively identify and escalate issues before they evolve into significant risks.

Stakeholder Communication & Reporting

Generate and distribute MI reports (daily, weekly, monthly) to stakeholders.

Address and resolve cash-related queries from Investment teams with speed and accuracy.

Support the manager in evaluations, policy adherence, and performance feedback.

Step in for the manager when required to ensure continuity in leadership.

Compliance & Disclosure

Maintain the highest level of transparency and integrity in disclosing operational issues.

Ensure full and timely documentation and communication of all identified issues.

Uphold internal and regulatory compliance standards at all times.

Mandatory Skills

6+ years of experience in cash and FX payment processing, with a background in Asset Management.

Strong understanding of operational risk frameworks and internal control structures.

Proven leadership in managing teams and driving performance in high-pressure environments.

Excellent communication and stakeholder management skills.

Advanced time management and multitasking capabilities.

Analytical and numerical skills, with the ability to perform root cause analysis and produce quality MIS.

Good-to-Have Skills

Professional qualifications such as IOC (Investment Operations Certificate) or IMC (Investment Management Certificate).

Project management or business change experience/certification.

Experience with the asset lifecycle and global custody systems.

Familiarity with continuous improvement methodologies and change management.

Keywords:
Leadership Development, Trade Lifecycle, Trade Management