Solve organizational information problems and needs through identification and analysis of requirements, creation of project and process specifications, design and development of an optimized or automated solution. Solve complex system and system-related problems, providing timely and accurate documentation and communication.
Key Responsibilities Associate would be responsible for delivering their clients, custodian and/or their consultants a comprehensive financial activity statement package that includes portfolio & benchmark performance, holdings, portfolio valuation & transactions, portfolio earnings & ROA. Additional reports includes Investment Review Reports for TESE accounts, FAS157 reports, ERISA disclosure reports, meeting books, client presentations etc. Required to consistently work towards anticipating, meeting and exceeding customers requirements whilst ensuring effective teamwork at all times.
Project meetings with team in US to gain understanding of projects assigned/awarded and kind of output expected along with discussion of issues if any, solution and project progress.
Attend team meetings, leader regular meetings, trainings and contribution to innovation / process improvements in the function
Required Qualifications Basic MS - Word / Excel, Outlook knowledge
Good communication skills (written / oral), interpersonal skills & be an effective team player
Sound analytical skills
Basic understanding of Capital Markets (esp. Securities, Funds, and Forex Markets)
Preferred Qualifications PowerPoint working knowledge
Experience on accounting & reporting tools - GIM E3, SSRS, Portstat, MoneyMate & VRS
Ability to work independently as well as collaborate with cross - functional teams
Ability to manage multiple tasks
