Industry Consultant - Capital Markets

Role overview

Industry Consultant - Capital Markets at Lumiq

Recommending new strategies for improving customer service or increasing revenue from existing products or services

Responsibilities

• Fair level of understanding across following business domains: o Investment Banking & Brokerage – Front Office, Middle Office, Back Office, Exchange and Trade Operations and Compliance o Asset and Wealth Management - Front Office, Middle Office and Back Office with understanding of the business of Indian AMCs, RTA o Securities Services – Asset Servicing(Clearing and Settlement, Custody Services, Corporate Actions and Securities Lending), Fund Services, Alternative Investments and Institutional Services
• Training new employees in capital markets systems, procedures and policies to ensure that they are familiar with their new jobs.
• Developing proposals for enhancing client’s data and analytics maturity and assisting with implementation
• Providing consulting services to Investment Managers, Asset Management Company, Brokerage Firms, Custodians regarding technology or operations issues
• Evaluating clients performance to help management identify problems that may require intervention
• Reviewing financial statements to assess the health of a company’s finances.
• Provide expert industry insights and advice to both internal teams and external clients.
• Conduct thorough research and analysis to stay ahead of industry trends and developments.
• Lead and participate in client meetings, offering high-level strategic guidance and knowledge.
• Develop and present tailored presentations to clients, showcasing our understanding and capabilities in the Capital
• Markets industry.
• Serve as a thought leader in the industry, participating in panel discussions, conferences, and writing white papers or articles.
• Mentor and guide junior team members, sharing knowledge and best practices.

Required qualifications

• Experience & Skills
• Min 7 years of relevant experience across firms working in Capital Markets/Investment Banking Domain
• The candidate should understand evolving business and technology landscape of processes, data and technologies
• used.
• Knowledge and understanding of Custody applications from both functional and technical perspectives is essential.
• experience interfacing with IT teams with limited exposure to the business.
• This is primarily an IT role.
• Excellent communication, negotiation, networking and influencing skills; excellent consumer relationship
• management skill with service-oriented mindset.
• Ability to work in fast paced environment; possess excellent written verbal communication skills.
• Advanced knowledge in MS Office products
• Educational Qualification –
• ​ Post Graduate, preferably premier B-school
• Areas – Specialized in any across Front, Middle and Back Office.
• Broad understanding of Trade Lifecycle and Asset
• Classes
• Special Call out – Experience in data projects would carry preference above usual ADM project

Employment details

• Location: Noida [Uttar Pradesh] [India]

About the employer

• LUMIQ is seeking a proactive and customer-centric Account Manager to join our dynamic team.

Benefits

• GroupMedicalpolices-INR5,00,000withPrivateroom.
• Term Insurance and Accidental Insurance.

Additional role details

• The Account Manager will play a pivotal role in managing and nurturing existing client accounts and facilitating a smooth transition of accounts from Business Development to Account Management, according to LUMIQ’s defined processes.
• The successful candidate will be responsible for maintaining strong relationships with clients, understanding their needs, and ensuring the delivery of high-quality solutions that align with their business objectives.
• Maternity Leave
• SkillDevelopment
• 100% Sponsorship for certification
• Work Life balance
• Flexible work hour
• ZeroLeavetracking