Client Support and Operations Analyst

Serve as the first point of contact for client inquiries across multiple asset classes (equities, fixed income, FX, derivatives). Provide timely responses to questions from portfolio managers, traders, and operations teams on trading data, positions, P&L views, pricing checks, corporate actions, and standard reports. Assist with routine trade lifecycle tasks such as basic trade capture validation, settlement status checks, and reconciliations. Help identify and resolve common NAV-related discrepancies, including position or cash breaks, under guidance from L2 teams. Address standard corporate actions queries (e.g., dividends, splits, mergers) by verifying event details and updating systems or reports accordingly. Conduct initial triage of client issues replicate and verify reported problems, gather supporting details, and determine resolution or escalation path. Escalate complex or technical issues to L2 product, data, or engineering teams, providing comprehensive context to facilitate resolution. Manage core Global Delivery tasks, including user and account setup, commissions processing, borrow and financing agreement support, routine reporting, and adherence to compliance requirements. Answers incoming phone calls quickly and communicates clearly to make sure clients get timely help. Required Skills: Basic understanding of investment operations, capital markets, and accounting principles, including familiarity with common financial instruments. Awareness of trade lifecycle stages (trade capture, settlement, reconciliation). Demonstrates strong crossfunctional collaboration skills and works effectively with diverse teams. Comfort working with equities, fixed income, FX, and derivatives data at a functional level. Strong problem-solving skills and attention to detail. Good judgment in knowing which issues can be handled and which should be escalated. Clear and professional verbal and written communication skills. Ability to work effectively in a fast-paced, client-facing environment. Education and Experience Degree or diploma in Finance, Accounting, Economics, Business, or related field (or equivalent work experience). 2+ years in financial services operations, fund accounting, trade support, or client service. Experience in a client-facing role, preferably supporting investment managers or institutional clients. Proficiency in MS Excel; familiarity with portfolio management or trade support platforms is a plus. Experience Level Entry LevelIt is a Full Time Accountant job for candidates with 2 - 6+ years Experience.More about this Client Support and Operations Analyst jobPlease go through the FAQs to get all answers related to the given Client Support and Operations Analyst jobWho is eligible to apply for this Client Support and Operations Analyst job at Clearwater Analytics India Private Limited Ans : Candidates should have All Education levels for this Client Support and Operations Analyst job offered by Clearwater Analytics India Private Limited. How much can you earn in this position Ans : Salary details will be shared during the hiring process. What shift and timings does this job follow Ans : This Client Support and Operations Analyst job follows a Day shift. Do you need to visit the office for this job Ans : Yes, candidates need to visit the office and work from the location in Makali, Bangalore. How many vacancies are there for this Client Support and Operations Analyst job Ans : There is 1 vacancy for this Client Support and Operations Analyst role. Is this job open for all genders Ans : Yes, this Client Support and Operations Analyst job is open for both male and female candidates. What is the job location for this position Ans : The job location for this Client Support and Operations Analyst position is Makali, Bangalore. What makes this Client Support and Operations Analyst job a good opportunity Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening. .