Portfolio Management Associate
4 days ago
Job Overview
We are seeking a highly skilled Portfolio Management Associate to join our team at Quess Corp Limited.
About the Role
The ideal candidate will be responsible for maintaining the highest standards of client reporting, administering a defined portfolio, and ensuring timely delivery of reports within specified deadlines.
Main Responsibilities
- Coordinate data from various applications and teams to prepare accurate daily, weekly, monthly, and quarterly reports for clients.
- Respond promptly and effectively to client queries, addressing concerns in a timely manner.
- Work independently with minimal supervision, handling process queries efficiently.
- Provide training and support to new team members, contributing to their development.
- Assist in implementing development plans for new team members under the guidance of the Lead.
- Adhere to policies and procedures while working on reports, ensuring the highest standards of quality and timelines.
- Contribute to data testing for various items in new and ongoing GCCP projects.
- Collaborate with seniors on issues related to process items.
- Support other Client Reporting teams during heavy production periods.
Required Skills and Qualifications
- Previous experience in the financial services industry, with good operations exposure (1-3 years).
- A strong understanding of the Asset Management Industry and performance calculations is preferred.
Additional Requirements
- Excellent communication skills.
- An eye for detail and accuracy.
- Flexibility and adaptability.
- Able to work independently and drive initiatives whenever required.
Compensation and Benefits
We offer a competitive salary package ranging from ₹8.50 lakhs to ₹12.20 lakhs per annum, commensurate with experience, along with attractive benefits and opportunities for growth and development.
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