Education/ Experience and Skill Requirement

• MBA | Post graduate with 3 to 8 years of work experience
• CFA pursuant would have a distinct advantage
• Investment accounting knowledge, and or, regulatory experience would be an advantage
• Understanding of the Asset Management business, various asset classes, and, investment products is desirable
• Financial market awareness and understanding of basic financial concepts
• Microsoft Excel, PowerPoint, Word, and, Outlook skills (intermediate / advanced)
• VBA could be an added advantage
• Excellent communication skills: both verbal and written
• Outstanding numeracy / quantitative skills

Responsibilities

• Knowledge and interest in Asset and Wealth Management Industry, and, basic familiarity with Capital Market concepts
• Ability to communicate in a clear, concise and efficient manner with multiple teams and stakeholders
• Assisting the team in maintaining existing reporting procedures, tools and workflows necessary to facilitate the process
• Liaise with client’s reporting / data team and other internal teams to source information related to various funds / strategies managed by the client on a timely basis
• Transform source data as per consultant’s requirement with the help of automations
• Outstanding accuracy and attention to detail
• Maintaining a high level of competency when reviewing data and reports, and, quickly identifying both data and format issues
• Strong work ethic and positive attitude
• Sensitivity towards different cultures and working styles
• Familiarity with fund prospectus, annual reports and offering documents
• Background in Capital Markets / Mutual Funds / ETFs etc. will be preferred
• Respond to client queries in timely fashion by partnering with respective stakeholders wherever required
• Maintain group mailbox, trackers and assist with MIS reporting
• Assisting other team members with various tasks, including reviews of the tasks completed
• Maintain standard operating procedures (SOPs) for all activities
• Maintain control over access across different tools, shared drives and other material including user tools
• Develop domain expertise across all functions within the team by continuous up-skilling through “in person”,and, online trainings
• Support all aspects in improvement of the reporting process including opportunities to build efficiency, and, enhanced control measures.