Lead Spec Financial Ops Valuation
Personal Capital
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Job ID R.0049229 Primary location Bengaluru, India Date posted 11/29/2024 Worker type RegularOur 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.
The primary role of a Lead Spec in Pricing team at Empower India is to ensure that the mutual fund pricing and dividend/capital gain distributions are processed and reviewed accurately in a timely manner. Some of key activities performed by Pricing Team are - to capture, validate and load Mutual Fund prices, payout Dividends to the eligible funds etc. The Lead need to work on updating and QC peers Fund Fact Sheet and Fund Performance activity. Ensures issues are being resolved and clients/partners are kept apprised of progress ensuring highest level of client service and satisfaction. Would act as subject matter expert of the process as the role demands trouble shooting and floor support for the team. Should proactively identify client needs and potential internal issues impacting client satisfaction. Assists with review, controls, and audits as appropriate. Exercise discretion and judgment with respect to matters of significance such as resolving queries, reporting of issues/escalated transactions. Exceptional training abilities with hands on experience in designing SOPs, training plan and assessments etc. Monitor deliverables by tracking activity, escalating issues, publishing progress reports and dashboards and recommend actions. Analyze and manage change notifications from Fund Houses to understand the functional/data impact of changes to the system. Effectively & efficiently enter the returns into the Returns Spreadsheet for Fund Reporting & Performance and also QC peers work. Driving high satisfaction, quality and efficiency for clients. Delivering superior results quickly and efficiently, utilizing effective time management skills. Drives innovation through collaboration with clients and business processes Escalate all issues promptly and effectively to supervisor/Front line Manager 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.
This job is no longer accepting applications
See open jobs at Personal Capital.See open jobs similar to "Lead Spec Financial Ops Valuation" Correlation Ventures.