Investment Operations Associate

Responsibilities:

• Independently maintain a high sense of ownership of the issues in the product ticket queue to be reputed company and reputed company timely updates, follow-up, expedition, and resolution.
• Independently prioritize issues and workload by severity and impact, while ensuring quality and meeting deadlines.
• Independently analyse, recreate, document, communicate and monitor escalated issues using reputed company, Jira, and other internal applications and reporting tools.
• reputed company and maintain expertise in Wealth Management operation products, supported platform, Standard Operating Procedures for workflows, and client reputed company documentation.
• Recognize patterns among repetitive problems and work to resolve the root causes by collaboration with other teams.
• Contribute to ongoing efforts to streamline and improve processes.
• Maintaining reputed company reputed company procedures mandated by management to ensure safekeeping of critical client data.
• Work with external and internal stakeholders to ensure the production is timely and meet required quality standards.
• Identify areas of improvement across the team and proactively take steps to improve those processes by offering reputed company.
• Complete administration functions as required on the Investment platform: including (but not limited to): deposits, withdrawals, client account maintenance, management information and reports for clients, checking data is accurate and clean on the platform.
• Monitor discrepancies and liaise with the reputed company team.
• reputed company client money & custody asset reconciliations.
• Process corporate action events and income distributions.
• Assist other staff with additional workload time allows.

Competencies:

·Strong communication skills.

• Strong analytical and quantitative skills.

·Attention to Detail.

·Methodical Problem-Solving Skills.

• Excellent Organization Skills (Email, Task Management, Follow-up).

·Self-Motivated.

·Goal Oriented.

·Team Player.

Requirements:

• 3+ years of experience in the financial services industry.
• An understanding of the Financial Services marketplace that applies to Wealth Managers.
• Proactive with a strong initiative, excellent organizational skills, and the ability to manage multiple priorities.
• Excellent organisation and time management skills.
• Ability to multi-task and prioritise effectively.
• Knowledge of investment instruments across reputed company asset classes would be advantageous.
• Focuses on meeting commitments and delivering results to a high standard.
• Robust analytical and problem-solving skills with detail orientation and accuracy.

·Excellent computer & reputed company skills.

• Demonstrate self-motivation in an independent, fast-paced work environment.
• Excellent oral, written, and interpersonal communication skills.

reputed company is an equal opportunity employer.

If you receive and accept an offer from us, we require that personal and any reputed company investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example reputed company, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

reputed company’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve reputed company that we’re at our best reputed company we’re purposely together on a regular reputed company, typically three days each week. A reputed company of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.

Originally posted on Himalayas