Position Description: Key responsibilities include preparation of mutual fund regulatory filings. Additionally, provide support to the manager and the team in completing projects on time and in knowledge transfer and training. Attend client calls, interact with clients on a regular basis to ensure smooth operations. Carry out quality checks and ensure the deliverables meet client expectations. Prepare work instruction manuals and training modules for the teams.
Essential Qualifications: B.COM / M.COM / MBA Finance or any other degree in related field
Technical Qualifications / Experience: Technical know-how in MS Office Suite, XML Coding know-how and experience in FundSuite SX.
Experience: 5 to 6 years of experience in the financial services industry. Exposure to preparation of regulatory filings will be preferred
Organization Structure: Report to Team Manager
Work Schedule / Shift: Should be flexible to work in shifts and extend shifts per business requirement
Current Shift Timings: Afternoon (2:30 PM to 11:30 PM)
Process & People Related:
Primary point of contact for the clients for day to day activities
Participate in client calls and provide training to the team members
Preparing the annual and semi-annual reports assigned and carrying out quality checks of other team members and new associates.
Update error log with appropriate comments for errors identified by the client
Create and maintain quality culture. Maintain high level of quality (99% and above) and take necessary steps to improve quality
Have good working relationship with the team and drive for productivity, quality and TAT
Self Development:
Work with team members to improve existing process
Be focused on continually improving technical as well as soft skills
Participate in team activities
Process & People Related:
Should have a good knowledge on basic accounting principles
Strong analytical skills
Superior written and verbal communication skills, attention to detail, sense of urgency for deadlines.
Should be able to work on web based applications
Ability to plan work ahead and prioritize workload
People management
Self Development:
Desire for knowledge / aptitude to Learn
Initiative
Team work
Flexibility and adaptability
