1 Cash Disbursements Jobs

Setup a job Alert
JobPe aggregates results for easy application access, but you actually apply on the job portal directly.

Hexaware Technologies logo
Hiring For Investment Review - Sr. Analyst / SME Hexaware Technologies

3.0 - 6.0 years

4 - 9 Lacs

mumbai suburban, navi mumbai, mumbai (all areas)

Work from Office

Title: Investment Review Associate Job Description: As an integral part, the Investment Review Associate works closely with the analyst team to provide comprehensive client investment review reports. Responsibilities: Prepares comprehensive annual reviews. Provide trade history from the last review. Report dates of portfolio rebalancing with allocation before and after completion of the rebalancing. Provide a breakdown of investment accounts with respect to Account #, Total value, as well as the breakdown of assets. List cash receipts by clients including amount and date. List of cash disbursements made to clients including amount and date. Provide booked gain/loss information for tax planni...

Posted 19 hours ago

AI Match Score
Apply
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play App Store

Featured Companies

View All Companies