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Senior Financial Associate - 20248
Chennai , India 0-10 years 30-Sep-2022
Job Description

    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 frequently and communicate feedback. Carry out quality checks and ensure the deliverables meet client expectations

    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, Arc Reporting will be an added advantage

    Experience: 2 to 4 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 Related:


    Primary point of contact for the clients for day to day activities

    Participate in client calls

    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


    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 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



    Self Development:


    Desire for knowledge / aptitude to Learn


    Team work

    Flexibility and adaptability