Valuation Specialist

18 hours ago

Gurugram, India GSPANN Full time

Role: Valuation Specialist

Exp 5+ years

Responsibilities:

  • Review and update high volumes of investment valuation data
    • Identify and assess the client's submissions to achieve compliant results
    • Must process with efficiency and accuracy by using the proper methods/tools in accordance with company procedures
    • Maintain records of client submissions, process client requests, and file documents
    • Follow communication procedures, guidelines, and departmental policies and procedures

Qualifications:

  • Strong written and verbal communication skills
    • Proficiency with Microsoft Office
    • Strong organization, ability to multitask, prioritize, and manage time effectively
    • Ability to identify process improvements and efficiencies, strong problem-solving skills
    • Ability to work under pressure, self-motivated, and resourceful
    • Knowledge of Individual Retirement Accounts (IRA) and other investment accounts is a plus

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