Consultant - Wealth Management
- Genpact India
- 3 to 6 Yrs
- Pune
- 4 years ago
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Job Description
With a startup spirit and 90,000+ curious and courageous minds, we have the expertise to go deep with the world s biggest brands and we have fun doing it. Now, we re calling all you rule-breakers and risk-takers who see the world differently and are bold enough to reinvent it.
Transformation happens here. Come, be a part of our exciting journeyAre you the one we are looking forInviting applications for the role of Consultant, Wealth Management
In this role, you will be to aid in the aggregation of Investment Portfolio Transaction & Position data for Investment Bank
Responsibilities
- Operation tasks involve daily Statement Feed data processing:
- Reconciling positions/transactions with the statement.
- Operating performance and other software systems.
- Aggregation- performance measurement and analysis.
- Custodian Statements and format analysis.
- Achieve daily targets of processing statements/accounts
- Mapping Transaction to the correct treatment, identifying Holding Asset Type.
- Validating Returns, QA checks and identify if there are any errors/data issues.
- Follow the standard rules built for Performance/Billing data processing.
- Validate Performance Calculations make appropriate fixes in the data
Qualifications we seek in you
Minimum qualifications
- Bachelor s in Commerce, BBA
Preferred qualifications
- Excellent communication skills Verbal & Written
- Good Excel/Presentation skills
- Should possess knowledge of Capital Markets, Wealth Management
- Ability to communicate issues clearly and succinctly to co-workers, Leads, Dev team and Client as needed.
- Knowledge of Excel is must
- Reconciliation
- Basic Accounting
Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation. For more information, visit www.genpact.com. Follow us on Twitter, Facebook, LinkedIn, and YouTube.
With a startup spirit and 90,000+ curious and courageous minds, we have the expertise to go deep with the world s biggest brands and we have fun doing it. Now, we re calling all you rule-breakers and risk-takers who see the world differently and are bold enough to reinvent it.
Transformation happens here. Come, be a part of our exciting journeyAre you the one we are looking forInviting applications for the role of Consultant, Wealth Management
In this role, you will be to aid in the aggregation of Investment Portfolio Transaction & Position data for Investment Bank
Responsibilities
- Operation tasks involve daily Statement Feed data processing:
- Reconciling positions/transactions with the statement.
- Operating performance and other software systems.
- Aggregation- performance measurement and analysis.
- Custodian Statements and format analysis.
- Achieve daily targets of processing statements/accounts
- Mapping Transaction to the correct treatment, identifying Holding Asset Type.
- Validating Returns, QA checks and identify if there are any errors/data issues.
- Follow the standard rules built for Performance/Billing data processing.
- Validate Performance Calculations make appropriate fixes in the data
Qualifications we seek in you
Minimum qualifications
- Bachelor s in Commerce, BBA
Preferred qualifications
- Excellent communication skills Verbal & Written
- Good Excel/Presentation skills
- Should possess knowledge of Capital Markets, Wealth Management
- Ability to communicate issues clearly and succinctly to co-workers, Leads, Dev team and Client as needed.
- Knowledge of Excel is must
- Reconciliation
- Basic Accounting
Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation. For more information, visit www.genpact.com. Follow us on Twitter, Facebook, LinkedIn, and YouTube.
,Employement Category:
Employement Type: Full timeIndustry: IT - SoftwareRole Category: IT Operations / EDP / MISFunctional Area: Not ApplicableRole/Responsibilies: Consultant - Wealth ManagementContact Details:
Company: Genpact IndiaLocation(s): Pune
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Genpact (NYSE: G) is a global professional services firm focused on delivering digital transformation for our clients, putting digital and data to work to create competitive advantage. We do this by integrating lean principles, design thinking, analytics and digital technologies with our domain and ...
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