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Job Overview



Job Role

Finance - Other

Gender preferred

No Preferences

Functional Area


Career Level

Qualified Professional - Experienced

Work preferred

Work from Office


Min Experience

4 Years

Max Experience

6 Years



Any Graduation

Post Graduation




  • Responsible for preparing & reviewing reports based on defined frequency (daily, weekly, monthly, quarterly etc.) by sourcing the reporting information from various applications and/ or teams to distribute accurate client reports within prescribed deadlines.
  • Able to handle all client queries and assist team lead in process escalations
  • To be able to work under direct supervision and transition of work from local offices
  • Strictly adhere to policies & procedures while producing reports and due diligence in completing with the highest standards and accuracy
  • Provides training/ guidance to new members in the team and assist the Lead in executing the Development Plans of the new members; may perform some tasks of the Lead, when required
  • Prepare and maintain accurate & complete process documentation covering process risks
  • Work on data testing of various items for new and current GCCP projects. Also, assist project managers with issues pertaining to items tested
  • Assist local offices with systems' testing (i.e. Desk Net regression testing) or heavy production periods.
  • Analyze the current process flow, requirements, and areas of improvement, propose ideas that results in time or cost savings, be a change champion
  • Effectively articulate business requirements in concise and efficient manner with multiple teams. Use the "why" techniques to identify the root cause and control measures
  • Support all aspects of maintenance and improvement of the Reporting processes, including opportunities to build efficiency and enhanced control measures
  • Ensure Team Lead/ Manager is made aware of any item which is deemed to be aware of.

Qualification:- MBA Or any professional qualification with finance as the major


  • 4-6 yrs of previous experience in financial services industry, with exposure to investment operations
  • knowledge of financial industry fundamentals and asset classes, mutual fund framework, investment life cycle and market participants.
  • knowledge of a generic trade life cycle, complex and derived products of the industry


  • Effective Team Player
  • Excellent interpersonal skills
  • Attention for detail, very accurate and well organized
  • Flexibility, adaptability and coordination/ Collaboration
  • Basic knowledge of MS Suite, proficiency MS Excel
  • Problem solving and decision making
  • Work towards developing new and identified working relationships
  • Able to work independently and drive initiatives individually whenever required


MBAClient RelationshipsClient ServicesExcelSAPFinancial ServicesMutual Fund Operations

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