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Job_Description

nPosition Description: Key responsibilities include preparation of mutual fund regulatory filings. Additionally, provide support to the manager and the team in completing projects on time and in knowledge transfer and training. Attend client calls, interact with clients frequently and communicate feedback. Carry out quality checks and ensure the deliverables meet client expectationsn

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

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Technical Qualifications / Experience : Technical know-how in MS Office Suite, XML Coding know-how and experience in FundSuite SX.

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Experience: 2 to 4 years of experience in the Financial services industry. Exposure to preparation of regulatory filings will be preferred

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Organization Structure: Report to Team Manager

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Work Schedule / Shift: Should be versatile to work in shifts and extend shifts per business requirement

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

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Process Related

nPrimary point of contact for the clients for day to day activitiesn





Participate in client calls

nPreparing the annual and semi-annual reports assigned and carrying out quality checks of other team members and new associates.n

Update error log with appropriate comments for errors identified by the client

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Self Development

nWork with team members to improve existing processn

Be focused on continually improving technical as well as soft skills

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Participate in team activities

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Process Related

nShould have a good knowledge on basic accounting principlesn

Strong analytical skills

nSuperior written and verbal communication skills, attention to detail, sense of urgency for deadlines.n

Should be able to work on web based applications

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Ability to plan work ahead and prioritize workload

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Self Development

nDesire for knowledge / aptitude to Learnn

Initiative

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Team work

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Flexibility and adaptability

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Disclaimer

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📌 Senior Financial Associate (Chennai)
🏢 RRD Global Outsourcing
📍 Chennai