About the Company Eton Solutions is an ERP software product (AtlasFive® and EtonAI™) and services company founded to handle the complexities of servicing Single Family Offices, Multi Family Offices, Wealth Owners, RIAs, Business Managers, Private Equity, Real Estate and Fund of Fund Firms globally. Eton Solutions flagship product, AtlasFive®, is a fully integrated, secure cloud-native AI-driven software, that holistically aggregates and manages all your liquid and alternative investment assets and data, reporting and workflow processes.

For More details visit: https://eton-solutions.com/

Position summary (Key tasks and outcomes): The primary objective is to assist with the execution of family office operations services by overseeing staff training, work planning, communication with all the stakeholders, drive improvement initiatives. Customer satisfaction and employee satisfaction are key success criteria. Job Role - Investment Reporting
Job description: Key Responsibility Areas:
•The individual will be responsible for calculating and comparing the rate of return,



using the various data sources. Also be involved in validating returns and holdings, maintaining the related database up to date.
•Responsible for responding to functions related to process oversight, support and development
•Responsible for the client specific P&L;
•Responsible for team’s performance appraisal, feedback, mentoring
•Responsible to identify additional revenue generating opportunities
•Responsible for quality check and exceptions review and buddying with Analysts
•Responsible for assigned client deliverables
•Responsible for client queries and on investment data and also ensure data integrity
•Follow specific procedure for each type of products (Equity/Fixed Income/Private Equity/Real Assets) from applications by carefully following product specific features
•Responsible for work planning, allocation of work, prioritization
•Responsible for meeting Service Level Agreement as agreed in the S

📌 Investment reporting (Bengaluru)
🏢 Eton Solutions
📍 Bengaluru