Jasjit Kaur Bal
Investment Banker| MBA, ACCA
- Role
- Associate at Apex Group Ltd
- Location
- Pune, IN
- LinkedIn followers
- 500 followers
About Jasjit Kaur Bal
Experienced Analyst with a demonstrated history of working in the outsourcing,offshoring…
Experience
Associate
Feb 2025 — Present · Pune, IN
Associate in the Trade Processing team that includes trade capture, Matching settlement ofSecurities, FX and Money market instruments. I closely work with clients of Europe, Singapore,Middle East, US region, Canada and Switzerland. Process Global Security transactions on Calypso platform within given deadlines Interact with both internal and external stake holders to resolve trade confirmation and settlementqueries Monitoring of transactions to confirm instructions from the client are processed in a timely and accuratemanner thus ensuring timely settlement and accounting Ensure that all trades are matched within market/client deadlinesEnsure client positions are correct and all transactions are processed Query resolution in accordance with time frames set out in Client SLA s Work with the Custodians and brokers for timely matching and settlement. Reporting of exceptions in line with internal control and external client requirements.Resolve failed trade queries proactively.Escalating exceptions and failed transaction to appropriate stake holders for early resolution. Ensure all errors/break down of procedure are documented as per company policyExtensive communication with Internal External parties.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.