Investment Banking Operations
At a glance
Mid-level Investment & Corporate Development role at Capco. Bengaluru.
Pay not stated Investment & Corporate Development salary
financeroles summary, based on the employer's posting.
What you'll do
- Acknowledge broker invoices and enter them into the system within a day of arrival
- Match invoices against records, pursue current and overdue broker payments, and work through discrepancies
- Send client managers regular updates on invoice flow, payments, outstanding amounts, reasons, and expected resolution dates
- Keep the invoice tracker, daily checks, inbox, escalations, and reporting in order
- Follow up with brokers by phone and email so pending invoices are received and cleared
What you bring
- You have five to eight years of investment banking operations experience
- You bring reconciliation experience plus work in derivatives, payables or receivables, trade settlement, or collateral management
Who this fits
This mid-level role suits someone with investment banking operations experience who can manage invoice processing and broker follow-up. The role is based in Bangalore.
From the employer
Job Title: Investment Banking Operations
About Us
“Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount. With our presence across 32 cities across globe, we support 100+ clients across banking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery.
WHY JOIN CAPCO?
You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial services industry.
MAKE AN IMPACT
Innovative thinking, delivery excellence and thought leadership to help our clients transform their business. Together with our clients and industry partners, we deliver disruptive work that is changing energy and financial services.
#BEYOURSELFATWORK
Capco has a tolerant, open culture that values diversity, inclusivity, and creativity.
CAREER ADVANCEMENT
With no forced hierarchy at Capco, everyone has the opportunity to grow as we grow, taking their career into their own hands.
DIVERSITY & INCLUSION
We believe that diversity of people and perspective gives us a competitive advantage.
Location - Bangalore
Years of Experience - 5-8 Years
Skill Required :
- Acknowledge invoices received from the brokers of the Bank.
- Login invoices received within 24 hours of receiving the invoices.
- Reconcile the invoices and push for the broker payments in two folds – Front month and backlogs of assigned brokers.
- Raise issues and discrepancies with brokers and work towards effective resolution of the same.
- Proactively provide periodic reports to client manages on work status – invoices received or assigned > payments made > unpaid invoices > reasons for unpaid invoices > ETA to closure of unpaid invoices.
- Manage expectations with broker on invoice clearance and handle broker escalations.
- Investment Banking Ops experience with Reconciliations, Derivatives, Payables / Receivables, Trade Settlement, Collateral management experience.
- Maintain invoice tracker and other hygiene items – daily checklists, inbox management, escalation resolution and reporting, share updates periodically with brokers over voice and email conversations.
- Periodic check with brokers on pending invoices and ensuring no invoice is left "unattended / not received by Bank" status.
- Ensure high standards of discipline and conduct while engaging in interactions with teammates or colleagues or client managers
If you are keen to join us, you will be part of an organization that values your contributions, recognizes your potential, and provides ample opportunities for growth. For more information, visit www.capco.com. Follow us on Twitter, Facebook, LinkedIn, and YouTube.
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