Position 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 expectations

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

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

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

Organization Structure: Report to Team Manager

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

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

Process Related:

Primary point of contact for the clients for day to day activities





Participate in client calls

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

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

Self Development:

Work with team members to improve existing process

Be focused on continually improving technical as well as soft skills

Participate in team activities

Process Related:

Should have a good knowledge on basic accounting principles

Strong analytical skills

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

Should be able to work on web based applications

Ability to plan work ahead and prioritize workload

Self Development:

Desire for knowledge / aptitude to Learn

Initiative

Team work

Flexibility and adaptability

📌 Senior Financial Associate (Chennai)
🏢 RRD GO Creative
📍 Chennai