Asset & Wealth Management Operations - Retail SMA Oversight - Associate - Bengaluru

Asset & Wealth Management Operations - Retail SMA Oversight - Associate - Bengaluru: This role requires a professional with client service and analytical skills to partner with our diversified client base and global business counterparts to provide best-in-class client experience.

Requirements

• Previous experience in Operations and/or Financial Services Industry, preferably in Asset management
• Extensive understanding of the product lifecycle and user experience for the distribution of Fixed Income, Equity, and other similar financial products on a digital platform
• Practical and technical knowledge of fund accounting
• Understanding of accounting impact across different types of lifecycle events
• Advanced skills in Microsoft Excel and proficient in PowerPoint, Word, and other MS Office Suites
• Ability to partner across product groups, regions, and functional responsibilities
• Ability to effectively communicate across all levels, both written and oral
• High attention to detail with a sense of urgency a must
• Bachelor’s degree required
• Experienced in partnering and managing teams during high growth phases
• Strategic and creative thinker, with strong facilitation and data gathering skills, able to recommend tactical and long-term solutions
• Ability to drive projects & daily BAU through execution with minimal oversight
• Understanding of Taxlot accounting and hands on experience on accounting systems like Invest1, APL and Geneva
• Technically adept in working with Business Intelligence and low code tools such as Alteryx, Tableau and Robotics Processing Automation (RPA)