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Asset Management - Client Platform - Analyst

5.00 to 10.00 Years   Mumbai City   09 Dec, 2021
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaStatistics / Analytics
EmploymentTypeFull-time

Job Description

Key responsibilities These will include but will not be limited to:

  • Performing various control activities that may include: pooled fund share class monitoring, executing periodic fiduciary reviews on client accounts, preparing certain client-facing regulatory reports and conducting non-standard and most favoured nation fee reviews.
  • Compiling and delivering effective MIS metrics and appropriate documentation to support the team s reporting deliverables.
  • Assisting with certain aspects of Risk and Controls Self Assessments, including testing.
  • Preparing relevant account lists and obtaining internal approvals for client communications
  • Dealing with ad-hoc queries relating to Client Platform/ MFN activities, systems, documentation and client information
  • Update and maintain all relevant records, logs and databases.
  • Ensuring all policies and procedures are up to date including the communication to any impacted populations.
  • Ensuring all tasks are executed in line with Client Platform procedures including maintenance of clear audit trails and performance of maker/checker.
  • Continuous process improvement and efficiencies.
Required qualifications
  • Experience in working in a fast paced, deadline driven environment and comfortable with ambiguity and dynamically shifting priorities, timelines, and demands.
  • Excellent judgment, analytical, and communication (written and oral) skills and ability to clearly articulate initiative goals, simplify complex business approaches, and effectively communicate key messages to stakeholders.
  • Positive and proactive collaborator demonstrating awareness of cultural sensitivities and being an ambassador for the team.
  • A pro-active individual who enjoys working within the framework of a supportive team but able to work independently.
  • Professional maturity, positive, can-do attitude, with strong management, organisational and administrative skills, and ability to prioritise and work to deadlines within a demanding, busy environment.
  • Flexibility in managing several deliverables simultaneously and ability to contribute at both an operational and strategic level.
  • A diligent approach to tasks and duties, attention to detail, and with a methodical control based mind-set.
  • Strong MS Office skills. Especially strong Excel (e.g. formulas, pivots, macros) and advanced skills in PowerPoint.
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Keyskills :
customer relationship managementms officefront officemiddle officeclient accountsprocess improvementproduct specialistsstatements of work sow

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