Investment Specialist

2 weeks ago

Bengaluru, Karnataka, India Eton Solutions LP Full time
About the Company:Eton Solutions is a hypergrowth fintech transforming the Family Office segment of the Wealth Management industry. Eton's AtlasFive is a comprehensive enterprise management platform specifically designed to allow today's modern Family Office meet the unique and varied challenges of Ultra High Net Worth families. For More details please visit : 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 Title - Investment ReportingJob 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 Statement of Works
•Prepare and publish Daily / Weekly / Monthly Status reports
•Lead Daily / Weekly Operational or Tactical Governance meeting with clients
•Serve as first point of escalation for client queries, issue resolution
•Ensuring achievement of production and quality targets
•Monitoring and assisting the quality of the work done by the team
•Responsible for process documentation and procedure maintenance
•Implementation of process improvements ideas
•Monitor team performance and report on metrics
•Identify training needs and provide coaching.Knowledge components:
•Finance and Accounting terms and processes
•Understanding of financial software
•Familiarity with family office industryExperience (Yrs and types):
•5- 10 yrs yrs experience in a similar roleEducation Levels/Credentials:
•Bachelor's degree in commerce with IPCC or MBA in Finance or CMA/CA .
•CIPM or CFA are preferred.Skills and Abilities and Other Characteristics:
•Enthusiastic team player who enjoys both tactical and hands-on work
•Strong interpersonal, communication, and coaching skills and have the ability to work effectively with employees of all levels
•Hands-on experience in reporting, metrics and presentation of data
•Conduct team meetings, training / coaching
•Display high standard of integrity and work ethicsPhysical Work Environment:
•Office environmentTravel:This position may require some travel. Some of the travel may be international.If interested, please share your updated resume to Facility - we provide drop facility within 20km of company radius

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