Investment Operations & Accounting Lead Job in Pune at Barclays

Barclays is hiring for the role of Investment Operations & Accounting Lead!

Responsibilities of the Candidate:

• Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
• Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
• Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
• Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
• Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.
• Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.
• Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.
• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Requires in-depth technical knowledge and experience in their assigned area of expertise
• Thorough understanding of the underlying principles and concepts within the area of expertise
• They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.

Requirements:

• Oversee day-to-day accounting of investment portfolios, including debt, equity, mutual funds, and alternative investments.
• Ensure accurate and timely recording of all investment transactions as per relevant Indian accounting standards and regulatory frameworks (e.g., IRDAI, SEBI, RBI).
• Monitor compliance with investment limits and guidelines.
• Manage the end-to-end process of tax computation, filing, and compliance for investment-related activities.
• Stay updated with changes in Indian tax laws and their impact on the business.
• Lead and coordinate statutory, internal, and tax audits related to investments.
• Prepare and review audit schedules, support documentation, and responses to audit queries.
• Ensure adherence to financial controls, internal policies, and statutory requirements.
• Lead, mentor, and manage a team of finance professionals.
• Foster a culture of accountability, transparency, and continuous improvement.
• Ability to lead team of chartered accountants/semi chartered accountants