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Trade Implementation-Associate

8.00 to 10.00 Years   Mumbai City   24 May, 2023
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    • Deliver critical and time sensitive processes with high level of accuracy within agreed timelines
    • Pre trade monitoring of risk and identifying accounts to be traded by the Portfolio Managers
    • Assist Wealth Management portfolio managers with account maintenance and account trading inquiries
    • Re-engineering processes, procedures, and business architecture u sing technology like Alteryx, Python, Tableau
    • Review, monitor and report performance of client accounts and portfolios. Example: Prepare Key Performance Indicator (KPI) packs
    • Implementing timely and accurate trades in the accounts based on the guidelines from the Chief Investment Office
    • Understanding orders and send trades to fulfill the following typical daily tasks:
      • New account initial investments
      • Monitoring cash and security activity in client accounts
      • Liquidating accounts
      • Tax harvesting requests
    Required qualifications, capabilities, and skills
    • Post Graduation in Finance with 8 to 10 years of work experience in the financial services industry.
    • Understanding of all relevant investment products (managed accounts, equities, fixed income, mutual funds, ETFs)
    • Demonstrated passion and understanding of financial markets
    • Ability to operate in a fast-moving, demanding, and team-oriented environment
    • Excellent communication, teamwork, and interpersonal skills
    • Ability to multitask and prioritize in a fast-paced environment
    • Demonstrates accountability and responsibility for his/her actions and results at all times
    Desired qualifications, capabilities, and skills
    • Exposure to portfolio monitoring/risk or related function preferred
    • Experience with scripting languages and/or data analysis tools like Alteryx, Python, Tableau and VBA preferred
    • Strong problem-solving, control, and project management skills
    ,

Keyskills :
fixed incomedata analysisproblem solvingclient accountswealth managementproject managementfinancial services

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