Portfolio Implementation Specialist

3 days ago

Chennai, Tamil Nadu, India beBeePortfolio Full time ₹ 1,04,000 - ₹ 1,30,878
Job Title:
Portfolio Implementation Specialist
We are seeking a skilled Portfolio Implementation Specialist to join our team. As a key member of our operational team, you will be responsible for implementing and maintaining portfolios within the middle office space.

Key Responsibilities:

• Implement daily BAU activities for client implementation operational teams.
• Perform preliminary analysis for transition/project activities and highlight any issues to controllers.
• Ensure all stock/cash movements are completed as per agreed transition timelines.
• Meet KPIs/KRIs of the team in line with SLA standards.

Required Skills and Qualifications:

Technical Competencies:
  • • Demonstrated knowledge on capital markets and trade life cycle.
    • Hands-on experience in new fund setups, fund closure, transition activities, etc., within similar domains.
    • Fund accounting (and preferably Hi-Port) experience would also be highly beneficial.
Behavioral Competencies:
  • • Ability to work as part of a team of problem solvers, helping to solve complex transitions from strategy to execution.
    • Ability to identify and make proactive suggestions for improvements before problems and/or opportunities arise.
    • Collaborative mindset and an excellent team player with a zeal to learn new things.
    • Ability to understand, explain, and support change.

Benefits:

This role offers a unique opportunity to work with a dynamic team and contribute to the success of our organization. If you are a motivated and results-driven individual with a passion for portfolio implementation, we encourage you to apply.

Other Requirements:

• At least 2 years of experience in a similar domain.
• Bachelor's degree or equivalent in Accounting/Finance/Economics or Financial Services-related fields.

Note: The company has deleted its name for privacy purposes.

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