Financial Planning

Support advisors in creating and delivering comprehensive financial plans for their retail clients. **Responsibilities** Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level - Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...

Support advisors in creating and delivering comprehensive financial plans for their retail clients. **Responsibilities** - Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level - Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...

Prepare annual, semiannual, and quarterly financial reports for the Columbia Mutual Funds, Life and Annuity Products and Collective Funds, including financial statements, notes to the financial statements, financial highlights and portfolio of investments. Preparation of various internal reports and reports that are filed with regulatory agencies including...

Prepare annual, semiannual, and quarterly financial reports for the Columbia Mutual Funds, Life and Annuity Products and Collective Funds, including financial statements, notes to the financial statements, financial highlights and portfolio of investments. Preparation of various internal reports and reports that are filed with regulatory agencies including...

**Responsibilities** Internal Operational activities: - Assist financial advisors in servicing clients through operational and analytical support - Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. - Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely...

**Associate - Financial Planning & Analysis (FP&A)**: **Location**: **Gurgaon, Haryana** Category: **Financial Planning & Analysis** Job Requisition #**:R241685** Date posted**:Sep. 02, 2024

Join our Financial Planning and Analysis team within the Corporate Operations Group. You will be part of a dynamic and collaborative team providing strategic insights and trusted reporting to our stakeholders within the business. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a...

This role sits within the Product Reporting team which is responsible for delivery reporting on CTI pooled fund range for retail, wholesale and institutional clients as well as 3rd party data platforms. The purpose of this role is to maintain and provide accurate and timely client and regulatory reporting on pooled Fund products in the form of Key Investor...

**Responsibilities** **Required Qualifications** Graduate/ Post - Graduate in finance / commerce/ business management/ operations discipline Strong written and verbal communication skills & presentation skills. Working Knowledge of Microsoft Office. Exposure to financial products like mutual funds, insurance, retirement services, financial planning, etc...

**Responsibilities** **Required Qualifications** Strong communication, interpersonal, organizational and time-management skills. **Preferred Qualifications** Product-specific or financial services industry experience will be an added advantage. Desired experience of 1-2 years in the field of brokerage and a Strong academic background/...

As a member of the Fund Administration Financial Reporting team, you will join a growing team focused on monthly, quarterly and annual deliverables. **Responsibilities** Prepare and review monthly Form N-PORT for all assigned mutual funds with the SEC Review financial information for accuracy and analyze various financial relationships Complete all...

**Why finance at Stryker?**: ***: Are you looking for a profitable and growing company with a great culture and reputation? Stryker was recently named one of the Best Workplace in the WORLD by Fortune! Here, you will have many opportunities to learn and grow as we offer development opportunities unique for each employees needs including training,...

**Key Responsibilities** **Required Qualifications** **Preferred Qualifications** Product-specific or financial services industry experience will be an added advantage. Desired experience of 1-2 years in the field of brokerage and a Strong academic background/ orientation. **About Our Company** Ameriprise India LLP has been providing client based...

**Responsibilities** Enable and structure updates across multiple marketing tools being utilized as part of the process o Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts o Updating team website when necessary o Enable Drip Marketing & Prospecting for advisor practices through LinkedIn - Enable relevant research and...

**Responsibilities** - Should be able to meet the SLA and Goals laid by their respective Business Unit. - Ability to adapt to changing systems and processes quickly and accurately - Collaborate with business partners across different sites on a daily basis to process work - Drive LEAN through identification of process improvements and partner with...

**Responsibilities** - Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines, and also per established operating procedures. - Participate in Operational, Domain and soft-skills development training programs to develop process and domain knowledge and build/improve skills & competencies. -...

This role is an integral part of the team responsible for maintaining efficient and accurate revenue calculations. The role will also be involved in reporting key data to the rest of the business and assisting with ad-hoc queries from Business teams based in Swindon (UK). **Responsibilities** - Calculation of revenues within the Billing/Accounts Receivable...

Supporting supervision functions of client facing documents, communications and investment products to ensure compliance with regulatory requirements. Analysts will be expected to identify potential irregularities/ red flags, while maintaining agreed service levels and commitments. **Responsibilities** Provide support to Registered Principals and...

Provide high-quality, cost effective market data administrative support, including day to day administration, support, and vendor management activities related to Market Data and Research Services. Invoice processing. **Responsibilities** - Process invoices, reconcile invoices against the inventory, determine cost center allocations, investigate and resolve...

Production of financial report packages, Investment review and performance reports. Responsible for ROA creation and quality control for Investment Reviews. Investigate and validate daily, weekly, monthly and quarterly reports and deliver to client, Investment Relationship Manager, custodian etc. Work independently on research and validation reports packages...