Process Associate

Job Domain: Wealth Management

Job Role: Process Associate

Location: Chennai and Nagpur

 

Experience Needed to Perform the Job:

• 2+ years of trading experience preferred.

• Experience with financial portfolio management software is a plus.

 

Essential functions of the job:

• Knowledge of how each class of assets is properly sold or purchased

• Set and build accounts in Portfolio Audit (desired model allocation, fees, notes)

• Sort through existing assets to be liquidated and those that must be excluded from trading, buy the required assets to line up the account with its targeted model allocation

• Identify anomaly management instances in the received instructions and make the proper notes to successfully manage the account and avoid trade errors.

• Correctly identify all inconsistencies in instructions received and effectively communicate and resolve these issues with the advisor in a timely fashion.

• Execute updated exhibits for accounts under ongoing management and understand the demanded changes.

• Respond to questions about an account status and its current instructions regarding its management at the trade desk level.

• Execute trade orders from the advisor applies to cash management, deploying cash properly, raising cash effectively.

• Block trades; execution of trade signals received from money managers. Ability to trade large numbers of accounts simultaneously.

• Communicate effectively to properly understand urgent verbal trade instructions from advisors, execute such trades accurately and properly document events.

• Audit accounts for anomalies and address them in a timely fashion.

 

Skills Needed to Perform the Job:

• Ability to multi-task while maintaining careful attention to detail.

• Ability to work effectively both individually and within a team environment.

• Ability to work with a sense of urgency to meet deadlines and address competing priorities.

• Proficient skills with Microsoft Office software including Word, Excel, PowerPoint, and Outlook.

• Effective written, listening, and verbal communication skills.

• Effective problem solving and organizational skills.