31 Jul
|
Ares Wealth Management Solutions
|
Mumbai
31 Jul
Ares Wealth Management Solutions
Mumbai
Over the last 20 years Ares success has been driven by our people and our culture Today our team is guided by our core values - Collaborative Responsible Entrepreneurial Self-Aware Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future Through our recruitment career development and employee-focused programming we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds experiences and perspectives can build careers within this exciting and growing industry PRIMARY DUTIES AND RESPONSIBILITIES Review and validate initial setup of companies contacts deals securities etc Review verify and summarize administrative data related to new investment opportunities and dynamically track the progress of each transaction Scrub credit agreements deal documentation for key datapoint and ensure all systems are updated accurately Track elements of the deal closing process and ensure receipt of executed documents Review final deal closing checklists and validate all tasks were correctly executed Perform various data checks to ensure the accuracy of key data points Run metrics on key performance indicators Take on any additional deal pipeline management related tasks Prepare and distribute weekly monthly quarterly annual and ad hoc reports Additional Strong knowledge of bank loans and credit agreements Self-motivated and proactive team player who takes ownership and accountability of assigned tasks Excellent organization and time management skills with ability to prioritize work and function with minimal guidance Effective articulation with excellent written and oral communication skills Experience with CRM systems or other relational databases Strong proficiency in MS Office applications including Excel Word and Outlook Reporting Relationships Principal Pipeline Management There is no set deadline to apply for this job chance Applications will be accepted on an ongoing basis until the search is no longer active
📌 Associate, Pipeline Management (Mumbai)
🏢 Ares Wealth Management Solutions
📍 Mumbai