The role involves executing the end-to-end onboarding process for new clients, fund launches, and projects for existing clients
Job Summary
The role involves executing the end-to-end onboarding process for new clients, fund launches, and projects for existing clients.
Candidates must possess a good understanding of Fund Compliance, Regulatory Reporting, or Investment Risk along with basic knowledge of various asset classes.
The position requires a postgraduate degree in commerce, MBA Finance, CA/CMA/CFA, and at least 2 years of Investment Operations or Risk Management experience.
Matching Summary
The role involves executing the end-to-end onboarding process for new clients, fund launches, and projects for existing clients.
Skills & Requirements
Must-have
End-to-end onboarding process execution
Data collection and validation skills
Fund Compliance understanding
Investment Risk knowledge
Asset classes F&O Fwds OTCs Swaps
Strong written and verbal communication
Nice-to-have
Experience with Bloomberg market data platforms
Previous exposure to Client Service roles
Flexible to work in shifts if required
Positive and responsible work ethic
Team player with dedication to results
Key Requirements
Postgraduate in commerce, MBA Finance, CA/CMA/CFA
2+ years of Investment Operations / Risk Management experience