Specialist Mutual Fund Data

1 day ago

Bengaluru, Karnataka, India Empower Full time ₹ 3,50,000 - ₹ 6,50,000 per year

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

This is an entry-level role that requires some basic knowledge of retirement plans and follows established procedures designed to minimize market risks and gain/loss situations. This role is responsible for asset mapping entry based on fund mapping strategies associated with wires received from prior record keepers. This role will also be responsible for QC and Posting of wires.ESSENTIAL FUNCTIONS
  • Asset mapping entry of wires received that are less complex in nature
  • QA of wires received
  • Process daily wires including pushing money to associated funds
  • Coordinate plan-to-plan transfers/movement
  • Process plan level load on the application
  • Understanding the mutual fund and trade operations
  • Reconcile the requested data to update data in the system
QUALIFICATIONS
  • Bachelor's Degree
  • 1-3 years of trade operation experience.
  • Excellent problem solving, analytical and verbal/written communication skills
  • Experience working with 401(k)
  • Strong analytical/problem solving, written and verbal communication skills
  • Ability to multi-task, prioritize, and problem-solve effectively
  • Attention to detail
  • Excellent time management
  • Flexible schedule (Shift timings: 4:30 PM IST to 1:30 AM IST)
  • Basic mathematical skills

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.  The employer has the right to revise this job description at any time.   You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.   You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

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