Fund Distributor Oversight, Tech & Ops, Analyst
- Primetrace
- 3 - 8 years
- Mumbai
- 4 months ago
- Email to a friend
- Report this job
Job Description
- Working with internal & external partners to obtain the required documentation f rom each of our FDPs
- Undertake an initial analysis and risk rating of FDPs a s part of the onboarding process
- Ensure ongoing review of FDPs is undertaken in a timely manner in line with the clients risk profile and monitoring of Key Performance Indicators in line with frameworks
- Take ownership of your own workload and drive through to completion in line with agreed timelines
- Report on progress to the manager, escalating any obstacles that may prevent you delivering on your agreed workload
- Look for any opportunities to improve business processes and technology tools, with a lens on risk management and mitigation
- Engage and maintain relationships with key partners across the firm to effectively navigate the global organization
- Develop content knowledge and the ability to absorb and synthesize data/information
- Bachelor s degree is preferred
- 1 to 3 years experience of investment industry , within a cross border management company, outsourced fund service provider, investment consultant or professional services firm , with knowledge of the wider distribution landscape for regulated investment products
- Strong commitment to service excellence with the analytical ability to synthesize information and summarize issues
- Attention to detail and ability to prioritize critical business issues
- The ability to meet deadlines, multitask and be proactive within a high pressure environment
- Data entry skills and familiarity with spreadsheets and online forms
- Excellent written and verbal communication skills
- Strong collaboration skills and experience of working cross-functionally
- Intellectual curiosity and the desire to take initiative and deliver results
- Excellent attention to detail and a strong work ethic
- Strong MS Office skills PowerPoint, Excel and Word
- P revious experience working in the areas of Distribution or Onboarding would be beneficial
Job Classification
Industry: Financial ServicesFunctional Area / Department: Customer Success, Service & OperationsRole Category: OperationsRole: Operations - OtherEmployement Type: Full timeContact Details:
Company: PrimetraceLocation(s): Mumbai
Keyskills: Due diligence Automation Analytical Healthcare Risk management MS Office Operations Monitoring Data entry Investment
Similar positions
Primetrace
Preqin was founded in 2003 and has since grown into a leading provider of financial data and information for the alternative assets industry. Clients rely on Preqins extensive database to perform due diligence, benchmark performance, conduct market research, and identify investment opportunities. ...
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in