Financial Associate

Position Description: Key responsibilities include preparation of annual and semi -annual reports for mutual fund regulatory filings. Additionally, provide support to the manager and the team in completing projects on time

Essential Qualifications: B.COM / M.COM / MBA Finance or any other degree in related field

Technical Qualifications / Experience: Technical know -how in MS Office Suite is a must

Experience: 0 -1 year of experience in the industry

Organization Structure: Report to Team Manager

Work Schedule / Shift: Should be flexible to work in shifts & extend shifts per business requirement

Current Shift Timings: Afternoon (2:30 PM to 11:30 PM)

Process Related:

Primary point of contact for clients for day to day activities

Should have a good knowledge on mutual funds

Preparing the annual and semi -annual reports assigned and carry out quality checks and ensure the deliverables meet client expectations

Self Development:

Primary point of contact for clients for day to day activities

Should have a good knowledge on mutual funds

Preparing the annual and semi -annual reports assigned and carry out quality checks and ensure the deliverables meet client expectations

Process Related:

Should have a good knowledge on basic accounting principles

Strong analytical skills

Superior written and verbal communication skills, attention to detail, sense of urgency for deadlines

Should be able to work on web based applications

Ability to plan work ahead and prioritize workload

Self Development:

Desire for knowledge / aptitude to Learn

Initiative

Team work

Flexibility and adaptability