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Primetrace Technologies
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Fund Distributor Oversight, Tech & Ops, Analyst

Fund Distributor Oversight, Tech & Ops, Analyst

Primetrace Technologies

3 - 8 years

3 - 7 Lacs

mumbai

Posted:1 week ago| Platform:

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Skills Required

due diligence automation analytical healthcare risk management ms office operations monitoring data entry investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Working with internal & external partners to obtain the required documentation f rom each of our FDPs

Undertake an initial analysis and risk rating of FDPs a s part of the onboarding process

Ensure ongoing review of FDPs is undertaken in a timely manner in line with the clients risk profile and monitoring of Key Performance Indicators in line with frameworks

Take ownership of your own workload and drive through to completion in line with agreed timelines

Report on progress to the manager, escalating any obstacles that may prevent you delivering on your agreed workload

Look for any opportunities to improve business processes and technology tools, with a lens on risk management and mitigation

Engage and maintain relationships with key partners across the firm to effectively navigate the global organization

Develop content knowledge and the ability to absorb and synthesize data/information

About you

Bachelor s degree is preferred

1 to 3 years experience of investment industry , within a cross border management company, outsourced fund service provider, investment consultant or professional services firm , with knowledge of the wider distribution landscape for regulated investment products

Strong commitment to service excellence with the analytical ability to synthesize information and summarize issues

Attention to detail and ability to prioritize critical business issues

The ability to meet deadlines, multitask and be proactive within a high pressure environment

Data entry skills and familiarity with spreadsheets and online forms

Excellent written and verbal communication skills

Strong collaboration skills and experience of working cross-functionally

Intellectual curiosity and the desire to take initiative and deliver results

Excellent attention to detail and a strong work ethic

Strong MS Office skills PowerPoint, Excel and Word

P revious experience working in the areas of Distribution or Onboarding would be beneficial

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