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Associate Custody Ops/ Portfolio Management @ Incedo

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 Associate Custody Ops/ Portfolio Management

Job Description

Business Operations- Associate


Responsibilities


  • At least 1-3 years of Portfolio Management (Preferably in Financial Industry).
  • Strong communication and organizational skills, detail oriented, self-motivated, high-energy, and self-directed problem solver, with an execution focus.
  • Ability to resolve problems through root cause analysis.
  • Financial and operational acumen.
  • Ability to read, interpret and comprehend financial documents.
  • Working knowledge of Microsoft Office.
  • Demonstrate a structured and methodical approach.
  • Process improvement and commitment to quality mindset.
  • Providing financial planning & Investment Advise
  • Profiling Customers and provide financial products to meet customer needs
  • Ensuring the highest levels of service to the High Net Worth customers
  • A strong communicator, with a good understanding of the valuation of structured products, and an appreciation of the relationship. Working on account statements from advisors
  • Attention to detail, strong team player, ability to perform reporting work as well as manage project that might or might not directly be related to valuations for management

Desired Candidate Profile

Graduation or Post Graduation.


At least 1-3 years of Portfolio Management (Preferably in Financial Industry).


Should have experience of finance, investment banking, and derivatives.


Should be good with logical and quantitative abilities to derive information from data.


Should be comfortable with Night Shift.


Immediate Joiner only


Interested Candidate can share his resume on ku*********e@in******c.com or ping me on WhatsApp at 8384845***



Please mention below details.


Current CTC:

Expected CTC:

Notice Period:

Ok with Night Shift: Yes/No



Regards,

Incedo Recruitment team


Job Classification

Industry: Analytics / KPO / Research
Functional Area: BFSI, Investments & Trading,
Role Category: BFSI, Investments & Trading - Other
Role: BFSI, Investments & Trading - Other
Employement Type: Full time

Education

Under Graduation: Any Graduate
Post Graduation: Any Postgraduate

Contact Details:

Company: Incedo Technology Solutions Ltd.
Address: Plot No.-248,,,Udyog- Vihar,Phase- 4, GURGAON, Haryana, India
Location(s): Noida, Gurugram

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Keyskills:   Custody Wealth Management Portfolio Management Mutual Funds Pricing Corporate Actions Financial Advisory

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Incedo

Incedo Inc (formerly a part of the $4Bn Indiabulls Group) is a technology solutions and services provider headquartered in the Bay Area, USA with workforce across North America, South Africa and India (Gurgaon, Bangalore). We specialize in Data & Analytics and Product Engineering Services, with ...

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