Acuity Knowledge Partners | Transfer Agency
4 weeks ago
We have openings for Transfer Agency Profile.
Location: Bangalore
Notice: Immediate or 15 days
Key Responsibilities:
- Responsible for handling transfer requests, production and distribution of reports
- Act as point of contact for queries raised from the Client Operations group by way of day-to-day inbox management as well as direct contact.
- Respond to client queries in timely fashion by partnering with respective stakeholders wherever required
- Aptitude to analyze financial data and identify complex information embedded within client documents/emails and craft responses in a clear and compelling manner
- Manage client communication, provide regular status updates to internal/external stakeholders, support new migrations etc.
- Manage the End of day audit to ensure all data quality issues are sufficiently addresses post-trade.
Experience / Skills Requirements:
- Investment professional with 2-5 years of experience
- B.Com/B.Tech + MBA (Finance) / CFA (I/II) preferred
- Demonstrate a good understanding of transfer agency functions
- Significant, demonstrated experience in a role responsible for processing of transfer requests for an Asset Manager or a Transfer Agency
- Assuring data quality and completeness with a major focus on timelines
- Prior experience in reviewing the orders to check if they are in-line with the requirements and processing them
- Hands-on experience in performing quality checks of the processed items/orders
- Interacting with different servicing offices and counterparts on everyday basis.
- Understanding of the asset management industry, asset classes, and investment products such as Equity, Fixed Income, and Derivatives.
- Responsible for process documentation and MIS reporting.
- Good knowledge of Advanced MS Excel, knowledge of VB(macro) is plus
- Excellent collaboration and communication skills (oral and written)
- Outstanding numeracy/quantitative skills.
-
bangalore, India Acuity Knowledge Partners Full timeAcuity Knowledge Partners Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and...
-
bangalore, India Acuity Knowledge Partners Full timeAcuity Knowledge PartnersAcuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry...
-
bangalore, India Acuity Knowledge Partners Full timeAcuity Knowledge PartnersAcuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry...
-
Transfer Agency
3 weeks ago
Bangalore, India Acuity Knowledge Partners Full timeWe have openings for Transfer Agency Profile. Location: Bangalore Notice: Immediate or 15 days Key Responsibilities: Responsible for handling transfer requests, production and distribution of reports Act as point of contact for queries raised from the Client Operations group by way of day-to-day inbox management as well as direct contact. ...
-
Acuity Knowledge Partners | Index Operations
3 days ago
bangalore, India Acuity Knowledge Partners Full timeAcuity Knowledge Partners is looking for Index (Assocaite/ Senior Assocaite/Delivery Lead, Delivery Manager) /Index Operations for our teams in Bangalore, Pune. Experience from 2 to 10 years. Skills: Should have worked on Index Operations, Benchmarking index, Index Strategy, VBA (Debug Code). Shift: Night Shift (10:00PM - 6:00AM). If you're interested reach...
-
Acuity Knowledge Partners | Index Operations
4 days ago
bangalore, India Acuity Knowledge Partners Full timeAcuity Knowledge Partners is looking for Index (Assocaite/ Senior Assocaite/Delivery Lead, Delivery Manager) /Index Operations for our teams in Bangalore, Pune.Experience from 2 to 10 years.Skills: Should have worked on Index Operations, Benchmarking index, Index Strategy, VBA (Debug Code).Shift: Night Shift (10:00PM - 6:00AM).If you're interested reach me...
-
bangalore, India Acuity Knowledge Partners Full timeAcuity Knowledge Partners Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and...
-
Acuity Knowledge Partners | RFP Writer
1 week ago
bangalore, India Acuity Knowledge Partners Full timeRequirementExperience - 1 to 4 YearsLocation - BangalorePositionAs an RFP/DDQ Writer, you will be part of client-dedicated RFP/DDQ platforms Acuity builds for its asset and wealth management clients. These strategic platforms, developed in close collaboration with our clients, provide capacity augmentation, recommendations and share industry best practices,...
-
Acuity Knowledge Partners | RFP Writer
3 weeks ago
bangalore, India Acuity Knowledge Partners Full timeRequirement Experience - 1 to 4 YearsLocation - BangalorePosition As an RFP/DDQ Writer, you will be part of client-dedicated RFP/DDQ platforms Acuity builds for its asset and wealth management clients. These strategic platforms, developed in close collaboration with our clients, provide capacity augmentation, recommendations and share industry best...
-
Acuity Knowledge Partners | Senior Associate
1 month ago
bangalore, India Acuity Knowledge Partners Full timeAcuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with...
-
Acuity Knowledge Partners | Fund Analyst
1 week ago
bangalore, India Acuity Knowledge Partners Full timeRequirementExperience - 4 to 7 YearsLocation - BangaloreJob DescriptionWe are looking for an energetic professional, who is passionate about working on financial data. You will work closely with leading global asset manager and their Marketing and client-servicing teams. We enable client’s marketing team to promote their funds through different marketing...
-
Acuity Knowledge Partners | Fund Analyst
4 weeks ago
bangalore, India Acuity Knowledge Partners Full timeRequirementExperience - 4 to 7 YearsLocation - BangaloreJob Description We are looking for an energetic professional, who is passionate about working on financial data. You will work closely with leading global asset manager and their Marketing and client-servicing teams. We enable client’s marketing team to promote their funds through different marketing...
-
Acuity Knowledge Partners | Senior Associate
1 month ago
bangalore, India Acuity Knowledge Partners Full timeAcuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with...
-
Acuity Knowledge Partners | Senior Associate
1 month ago
bangalore, India Acuity Knowledge Partners Full timeAcuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with...
-
Bangalore, India Acuity Knowledge Partners Full timeAcuity Knowledge Partners Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and...
-
bangalore, India Acuity Knowledge Partners Full timeAcuity Knowledge PartnersAcuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry...
-
bangalore, India Acuity Knowledge Partners Full timeCommercial Real Estate_CRE (Associate Director)_BangaloreWe are looking for a passionate, energetic individual to join our lending services division at a senior position. You will be leading delivery team members engaged with end-to-end lending life cycle activities across CRE products.You shall also actively involved in expanding our CRE franchise by...
-
bangalore, India Acuity Knowledge Partners Full timeCommercial Real Estate_CRE (Associate Director)_BangaloreWe are looking for a passionate, energetic individual to join our lending services division at a senior position. You will be leading delivery team members engaged with end-to-end lending life cycle activities across CRE products.You shall also actively involved in expanding our CRE franchise by...
-
bangalore, India Acuity Knowledge Partners Full timeCommercial Real Estate_CRE (Associate Director)_Bangalore We are looking for a passionate, energetic individual to join our lending services division at a senior position. You will be leading delivery team members engaged with end-to-end lending life cycle activities across CRE products. You shall also actively involved in expanding our CRE franchise by...
-
bangalore, India Acuity Knowledge Partners Full timeAbout the jobAssociate/ Sr. AssociateAcuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Lending Services team based in BangaloreNotice Period: Immediate Joiners/30 Days/60 Days can be considered for these roles!Interested candidates can directly mail the resume to Credit...
