Financial Analyst

About Apexon:

Apexon is a digital-first technology services firm specializing in accelerating business transformation and delivering human-centric digital experiences. We have been meeting customers wherever they are in the digital lifecycle and helping them outperform their competition through speed and innovation.

Apexon brings together distinct core competencies in AI, analytics, app development, cloud, commerce, CX, data, DevOps, IoT, mobile, quality engineering and UX, and our deep expertise in BFSI, healthcare, and life sciences to help businesses capitalize on the unlimited opportunities digital offers. Our reputation is built on a comprehensive suite of engineering services, a dedication to solving clients toughest technology problems, and a commitment to continuous improvement.

Backed by Goldman Sachs Asset Management and Everstone Capital, Apexon now has a global presence of 15 offices (and 10 delivery centers) across four continents.

We enable #HumanFirstDIGITAL

• Asset Servicing is a Global Markets Division business unit responsible for the management of Income and Corporate Actions events across the globe for both equity and fixed income products.
• Areas of focus include event creation, reconciliation, instruction, entitlement distribution, and dedicated client service. Asset Servicing has a proven track record of developing its team members in a wide variety of functions and skill sets.
• A successful candidate would focus on day-to-day processing within a regional team, collaborating with other groups across the globe, with the opportunity to work cross-function.
• There is a wealth of knowledge to be gained from the diversity of the markets, events and products covered by Asset Servicing daily, along with a unique opportunity to interact heavily with various businesses and operational units across the firm.

• Demonstrate interpersonal skills and an ability to develop relationships with stakeholders.
• Contribute at team meetings, ask questions, and actively listen to grasp information
• Understand when to post and share information appropriately to managers.

• Exhibit ability to multi-task and prioritize to deliver accurate and timely work in a time pressured environment
• Possess superior organization skills with regards to project and day-to-day work
• Experience processing Corporate Actions such as Tender & Exchange offers and Rights Exercises, experience directly with post pay date reconciliations a plus.

• Navigate systems to perform day-to-day tasks and build technical expertise to resolve issues
• Clearly articulate business issues and propose practical solutions
• Contribute to the execution of the team and organization s strategy
• Proven track record of taking initiative and implementing innovative solutions
• Develop good working knowledge of available technology capabilities and how and where to deploy them
• Identify & develop requirements for enhancements improving process design or risk mitigation.

• Identify client needs and appropriately manage client expectations in a timely manner
• Work to understand the foundations of great client experience and leverage available internal tools
• Establish, cultivate, and leverage relationships to identify and execute process enhancements.

• Pay strong attention to detail and develop awareness of reputational risk and accountability
• Articulate operational and risk impacts related to a specific task or procedure
• Apply root cause analysis to identify opportunities for process improvements.

• Respond to and action ongoing feedback on a timely basis
• Take accountability for actions as part of the function
• Maintain awareness of and act in accordance with team goals and firm policies.

• Bachelor s degree at minimum
• Prior experience with Asset Servicing in a global market or another securities-related function
• Understands the broker dealer environment and the key associated market risks
• Experience with Securities Lending & Settlements is desired
• Works towards challenging goals and persists in the face of obstacles
• Strong team player who is flexible and seeks to help other team members
• Logical and proactive thinker with a reputation of great judgment
• Ability to work within a high-risk environment and meet challenging deadlines and targets
• Desire to understand the front-to-back of the function and how the role impacts the bigger picture.

Don t worry if you don t check all the boxes; we d still love to hear from you.

Our Commitment to Diversity & Inclusion:

Did you know that Apexon has been Certified by Great Place To Work , the global authority on workplace culture, in each of the three regions in which it operates: USA (for the fourth time in 2023), India (seven consecutive certifications as of 2023), and the UK.

Apexon is committed to being an equal opportunity employer and promoting diversity in the workplace. We take affirmative action to ensure equal employment opportunity for all qualified individuals. Apexon strictly prohibits discrimination and harassment of any kind and provides equal employment opportunities to employees and applicants without regard to gender, race, color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law.

You can read about our Job Applicant Privacy policy here

Our Perks and Benefits:

Our benefits and rewards program has been thoughtfully designed to recognize your skills and contributions, elevate your learning/upskilling experience and provide care and support for you and your loved ones.

As an Apexer, you get continuous skill-based development, opportunities for career advancement, and access to comprehensive health and well-being benefits and assistance.

We also offer:

1. Health Insurance with Dental & Vision
2. 401K Plan
3. Life Insurance, STD & LTD
4. Paid Vacations & Holidays
5. Paid Parental Leave
6. FSA Dependent & Limited Purpose care
7. Learning & Development