What would you do Applied Technology Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported by an orchestrated layer of intelligent operations assets. The Global Client Account Services (GCAS) is responsible for the oversight, production, quality, and timeliness of all scheduled client reporting pitchbooks for clients and strategies across multiple product and business lines. They provide client related data and reports requested by clients, consultants and other client appointed third parties in all regions in which our client operates. Reporting includes proprietary branded reports (Investment Reports, Factsheets, Quarterly Reviews, Pitchbooks), regularly scheduled custom reports, due diligence and regulatory reporting (DDQs, MiFID II reports) and various other deliverables (reconciliations, valuation statements, commentary). The team utilizes in-depth knowledge of client requirements and a variety of IT systems to compile inputs for the production of client reports in a timely and accurate fashion. This role includes the organization and gathering of reporting collateral for clients. Oversight, production, quality, and timeliness of all scheduled client reporting pitchbooks are key functions within GCAS. Job Summary
- Requires working and conceptual knowledge capital markets and mutual funds.
- Performs a range of assignments related to a job discipline.
- Accountable for their own work and effective coordination of process and information with others.
- Works independently, within guidelines and policies for ongoing work; may receive general guidance on new assignments.
What are we looking for
- Agility for quick learning
- Robust analytical skills
- Written and verbal communication
- Process-orientation
- Problem-solving skills
Roles and Responsibilities:
- In this role you are required to solve routine problems, largely through precedent and referral to general guidelines
- Your expected interactions are within your own team and direct supervisor
- You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments
- The decisions that you make would impact your own work
- You will be an individual contributor as a part of a team, with a predetermined, focused scope of work
- Please note that this role may require you to work in rotational shifts
- Monitors and reports on client portfolio performance. Continues to develop an understanding of online tools and reporting platform. Answers standard and moderately complex inquiries from clients regarding client reporting operations. Reviews data leveraged to support business initiatives.
- Provides analysis and development of reports related to all aspects of account activities, performance, and investment-related practices and procedures.
- Maintains the reporting system utilized by clients to generate reports on their portfolios and portfolio performance. Trains clients on reporting system.
- Interprets and suggests programs or improvements to services delivered in order to improve client service and operational experience.
- Continues to develop expertise in investment data and compliance requirements.
Qualification Any Graduation
📌 Capital Markets Operations Associate (Karnataka)
🏢 Accenture
📍 Karnataka
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