Analyst - AV Services

2 - 5 years

4 - 7 Lacs

Posted:-1 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Responsibilities
Assisting the US and Indian clients with on-boarding data across investment vehicles and Accounting (Initial and on-going)

Learning and exploring different type of data feed on bankable assets (equities, mutual)

funds, bonds, hedge funds, etc.), identify the sources and cleanse the data to match the platform s requirement.

Learning and understanding investments management and accounting

Learning different types of investment structures in the US (custodians, banks, etc.) and the type of transactional feed coming from these. Identify how the platform can be improved to match the feeds.

Coordinating periodic reviews with clients to ensure sanity of database

Working with clients (wealth owners, accountants, and CA s) on usage of the system.

Understanding issues / bugs on the system and ensuring these are filed and tracked for resolution

On the feet problem identification and resolving w.r.t internal and external issues in the system

Identifying possible feature upgrades and optimizations based on client interactions and personal hands-on experience while working with client teams and soliciting feedback

Techinical Skills
  • Clear concise written and oral communication.
  • Strong Excel and presentation skills.
  • Process implementation management.
  • Highly proactive in approach.
Personality Interpersonal Skills
  • Strong communication and relationship-building skills. Ability to understand and explain complex product features and processes.
  • Strong problem-solving skills with the ability to identify issues and implement effective solutions.
  • Ability to streamline functions and passion to learn and grow.
Experience
  • 2-5 years of relevant experience.
Qualifications
  • Any Graduate/Postgraduate, MCom or Any specialization
  • Familiar with investment accounting and performance management
Location
  • Nariman Point, Mumbai

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