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Job Overview

Category

CFA

Job Role

Stock Market/ Trading/ Asset & Wealth Management - Other

Gender preferred

No Preferences

Functional Area

Career Level

Qualified Professional - Experienced

Work preferred

Work from Office

Experience

Min Experience

6 Years

Max Experience

8 Years

Qualification

Graduation

Any Graduation

Post Graduation

CFA, CPA

Description

Responsibilities:-

  • Manages all functions related to SMA operations and serves as a primary liaison and client service team.
  • Onboard new SMA/RIA Advisors in collaboration with client servicing team in US.
  • Ensures the appropriate controls and tools are in place to manage, measure and actively mitigate operational risks across the SMA operations functions.
  • Implement processes to improve and scale the middle-office capabilities.
  • Help implement quality control measures to mitigate risks.
  • Manage and track custom request by clients
  • Handling ad-hoc request for reporting and trade request
  • Develop, implement and review trade generation procedures – SOP’s
  • Monitor and manage issue logs in trade generation process and liaise with technology team to close them on timely basis.
  • Perform UAT Testing for enhancements made by Technology team on production environment on timely basis.
  • Handle data migrations from Old system to new systems in changing environment, run prod parallel to maximize results.

Qualification:- 

  • Bachelor’s Degree or Master’s in Finance. CFA/CPA degree would be an addon advantage.
  • More than 6-8 years of experience in Hedge Fund Operation, Wealth Management or SMA Financial Operations.

Skills

CFACPATrade OperationsQuality ControlAd-hoc reportingWealth ManagementHedge FundMacros

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