Job Summary:

The role is responsible for creating, reviewing, standardizing, and maintaining training content and Standard Operating Procedures (SOPs) for various functions within the Financial Markets / Investment Banking domain. The position ensures that all learning material, process documents, and reference guides are accurate, compliant, audit-ready, and aligned with business requirements.

The candidate will work closely with Operations, Risk, Compliance, Training, and Transition teams to capture process knowledge, create training modules, and maintain high-quality KM documentation.

Key Responsibilities:

1. Training Content Development & Proofing

• Create end-to-end training modules, facilitator guides, learner guides, and quick reference materials.
• Review and proofread all training content for accuracy, clarity, and alignment with business processes.
• Update content based on process changes, audit findings, and regulatory updates.
• Ensure consistency in tone, structure, formatting standards, and quality guidelines.
• Conduct content gap analysis and collaborate with SMEs to fill knowledge gaps.

1. SOP / Process Documentation

• Create, update, and maintain Standard Operating Procedures (SOPs) for Financial Markets processes such as:
  • Confirmations
  • Settlements
  • Corporate Actions
  • Collateral & Margin
  • Client Onboarding
  • Derivatives (Equity, FX, Rates)
• Ensure SOPs meet audit requirements, ISO/document control standards, and internal governance guidelines.
• Conduct peer reviews and ensure error-free documentation.
• Align process steps, controls, and responsibilities clearly

1. Research & Knowledge Gathering

• Conduct research on market practices, regulatory changes, investment banking workflows, and product updates.
• Work closely with Transition/Operations teams to gather raw information, perform validation, and convert it into structured documents.
• Maintain knowledge repositories and periodically update libraries.

1. Stakeholder Management

• Work with SMEs, Ops Managers, Risk, Quality, and Training teams to understand business needs.
• Ensure timely updates to documents based on sign-offs from Transition/Ops/Client.
• Track KM deliverables such as audit requests, re-audits, SOP updates, and training content refresh.

1. Audit Compliance & Document Governance

• Ensure all KM deliverables are audit-ready.
• Implement version control, document lifecycle management, and repository hygiene.
• Support internal and external audits by providing correct KM artifacts.

Skills Required

1. Domain Skills (Investment Banking)

• Understanding of Investment Banking operations
• Familiarity with trade lifecycle (trade capture, booking, validation)
• Knowledge of Settlements, Confirmations, Reconciliation, Corporate Actions, Collateral/Margin, etc.
• Awareness of financial market products (Equities, Derivatives, FX, Fixed Income)
• Understanding of regulatory requirements, internal controls, risk controls
• Exposure to Capital Markets workflows and operational processes
• Ability to interpret process flows, controls, exceptions, and audit checkpoints

1. Technical Skills (Tools & Documentation)

• Strong proficiency in SOP writing, process documentation, and structured writing
• Hands-on experience in creating:
  • SOPs
  • Training modules
  • Job aids
  • Process maps
  • RACI charts
• Proficiency in:
  • MS Office (Word, PowerPoint, Excel)
  • Visiofor flowcharts and process mapping
  • Document governance tools (SharePoint, Confluence, repositories)
• Ability tostandardize formats, templates, and document styles
• Knowledge ofversion control, document lifecycle management, and audit documentation practices

1. Communication Skills

• Excellent written communication with strong grammar and attention to detail
• Ability to convert complex IB processes into simple, easy-to-understand content
• Strong proofreading, editing, and structuring skills
• Ability to engage with SMEs and stakeholders to gather information
• Clear verbal communication for:
  • Reviewing content
  • Clarifying process steps
  • Facilitating knowledge discussions

1. Research Skills

• Strong analytical and research skills
• Ability to gather and validate process information from:
  • SMEs
  • Ops teams
  • Transition teams
  • Existing documents
• Research capability in:
  • Market practices
  • Regulatory updates (BFSI/IB operations)
  • Product-level updates (Equities, Derivatives, FX, etc.)
• Conducting content gap analysis
• Converting raw data into structured content
• Analytical capability to compare processes, identify risks, and validate accuracy

1. Behavioral & Cognitive Skills

• High attention to detail
• Time management and ability to manage multiple tasks and deadlines
• Stakeholder management and collaboration
• Process-oriented mindset with quality focus
• Ability to work independently and with minimal supervision
• Problem-solving and documentation-driven thinking
• Continuous learning approach for fast-changing IB domain

Role-wise Responsibilities:

Associate Process Manager KM

• Lead the KM function for assigned business vertical(s)
• Oversee and review content created by Senior Analysts/Analysts
• Drive content governance, audit readiness, and KM strategy
• Plan content refresh cycles and track delivery metrics
• Liaise with senior stakeholders (AVP/VP) in Ops, Risk, and Transitions
• Ensure KM alignment with client expectations and regulatory changes