Financial Services Associate

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...

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...

**Job Description: - Financial Services Associate/ Lobby Sales Executive** **Process Role: - The role holder is required to meet his/ her targets through generation of new leads and managing and building relationship with customers mapped to them in order to cross sell Financial Services products.** **Qualification : MBA / Graduates with minimum 1 year...

**Position**: Financial Service Associate **Role and Responsibility**: Ø To monitor closely the HL data and cross sell insurance, fixed deposits and other products as introduced by the company to home loan customers of Sales Ø To source open market business too and achieve the targets assigned Ø To be completely aware of the products being offered by...

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...

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...

**About Us** “Quess IT Staffing is India’s largest IT staffing company with over 20 years of experience in staffing IT professionals in 300+ companies across levels and skillsets. Our 10,000+ associates deployed in 80+ cities and towns are proficient in over 500 technological skills. Our associates help enable cutting edge solutions some of the biggest...

**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...

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...

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...

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...

Responsibilities: - Collect relevant financial data from the client for the OXYZO evaluation/underwriting process for a working capital limit.- Facilitation of Personal Discussion by Risk team members and the clients. Post the same, collect -relevant financial data for resolution of queries of the Risk team.- Understand evaluation/underwriting methodology...

**Job Title** Associate - Valuation Services **Job Description Summary**  To conduct the site visit of property and research of comparable properties  To conduct the field survey and interaction with local brokers etc and to prepare database of warehouse, residential, commercial etc  To conduct the valuation of Real Estate properties including...

**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. -...

**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. -...

**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/...

**About the Role**: **Grade Level (for internal use)**: 07 **Job Description**: **S&P Global Market Intelligence**:The Role**: S&P Global Market Intelligence is seeking an Application Associate to join our Financial Modeling team within Client Operations in Ahmedabad. **The Team**: The Financial Modeling & Client Operations teams are primary touchpoints for...

Within Moody’s Investors Service (MIS), the Regulatory Support and Controls (RSC) group enables MIS to meet Regulatory Obligations and Manage Risk in operational processes to achieve our strategic initiatives and operating priorities. RSC is looking for a Financial Data Associate to join the Gurgaon MIS Support Center (MSC) team to support the Document...

**About the Role**: **Grade Level (for internal use)**: 07 **S&P Global Market Intelligence**:The Role**: S&P Global Market Intelligence is seeking an Application Associate to join our Financial Modeling team within Client Operations in Ahmedabad. **The Team**: The Financial Modeling & Client Operations teams are primary touchpoints for our clients and are...