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Financial Application Support

3 months ago

Thiruvananthapuram, Kerala, India Founding Minds Full time

About Founding Minds:

Founding Minds started as a technology incubator in 2008.

Through the years, we have helped incubate technologies and products for our customers, driven IP creation exercises, funded several startups and led process initiatives.

We have built a loyal customer and employee base that resonates with our core values - agility, innovation, honesty, openness, and a greater purpose in life.

Today most of our customers are long-term partners for who we continue to build new products and services and maintain their roadmaps.


Responsibilities Include:

  • Contact vendors to receive missing or adjusted prices & dividends and client notifications.
  • Assist in setting up new funds by gathering information from fund companies and transfer agents.
  • Create fund sourcing sheets for new funds, distribute among pricing and dividend specialists, and follow up consistently to meet service level agreements.
  • Prepare corporate action forms and provide support to the pricing team.
  • Perform manual data entry, including revisions, preprocessing, and autoimport verification.
  • Perform manual data entry, keying revisions, and validate dividends/capital gains for export to clients.
  • Monitor import and export data, ensuring completeness of export jobs.
  • Review End of Night reports for discrepancies before finalizing data and prepare for the next day's fund update notices.
  • Collaborate with Stateside supervisors for a seamless workflow.

Qualifications:

  • Minimum 8 years of experience is mandatory.
  • Should be proficient in the US Securities Market
  • Strong proficiency in Excel is required.
  • Commerce degree or equivalent with basic financial knowledge, preferably in trading, mutual funds, or retirement services.
  • Strong communication skills, both written and verbal.
  • Ability to work during US business hours and collaborate effectively with team members.