Finance Operations Associate

12 hours ago

Gurgaon, Haryana, India Green Portfolio Full time
About Us:

Green Portfolio is a dynamic and innovative Portfolio Management Company based in India. As one of the fastest-growing companies in the industry, we have established ourselves as a trusted name in the Indian equity markets. Our strong presence across the globe enables us to provide comprehensive investment advice to retail clients.

We have achieved significant milestones, with our Assets Under Management (AUM) and Assets Under Advice (AUA) exceeding $100 million as of August 2023. We are committed to expanding our reach through fintech platforms and require highly motivated individuals to join our team.

About the Role:

The Finance Operations Associate will play a pivotal role in supporting our Portfolio Management Services (PMS) team. Key responsibilities include assisting in the onboarding process of new PMS clients by collecting necessary documents and information, maintaining client accounts, and updating records with relevant transactions.

Key Responsibilities:
  • Assist in the onboarding of new PMS clients, including the collection of required documents and information.
  • Maintain client accounts and update records with relevant information and transactions.
  • Generate and distribute periodic reports to clients and internal stakeholders as per predefined schedules.
  • Coordinate with other departments, such as finance and compliance, to resolve client queries and ensure timely resolution of issues.
  • Communicate with clients via various channels to provide assistance, address queries, and gather necessary information.
Qualifications:
  • Bachelor's degree in Finance, Business Administration, or related field.
  • 0-1 years of experience in backend operations, preferably in the financial services industry or portfolio management.
  • Strong understanding of portfolio management services and investment products.
  • Proficiency in using MS Office applications, especially Excel, for data analysis and reporting.
  • Excellent communication skills, both written and verbal.
  • Detail-oriented with a high level of accuracy in data entry and documentation.
  • Ability to prioritize tasks, work under pressure, and meet deadlines.
  • Knowledge of relevant regulatory requirements and compliance standards.
Salary and Benefits:

Competitive salary package: ₹12-15 lakhs per annum, plus benefits.

Why Work With Us:
  • Opportunity to work with a growing company in the financial services industry.
  • Professional development and growth opportunities.
  • Collaborative and supportive work environment.

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