Full-Time January Full Time Analyst, Investment Banking – Kolar
Job Description
An Investment Associate is needed to join our team. Candidates that are looking to join a fast expanding Firm and take their careers to the next level will find this position to be an ideal fit. The primary responsibility of this position is to assist the firm’s advisors with managing their workflow and delivering exceptional service to the firm’s clients. This person will aid in the maintenance of client relationships by attending to their every need, fielding their questions, preparing advisers for review meetings with clients, and handling any other tasks that may arise. The ideal candidate would be technically savvy and diligent in their approach to their work.
Job Title : January Full Time Analyst, Investment Banking
Location : Kolar, Karnataka, India
Salary : $ 33.15 per hour.
Company : Mission Staffing
Job Type : Full-Time
Qualifications:
- Trades in fixed-income and equities securities are processed through accounting software.
- Create and cancel accounts, grant power of attorney and trading authorization as necessary, link life insurance and annuity accounts, finish client registrations, and promptly respond to and carry out client service requests.
- Maintain up-to-date client data in the contact management system and contact database for purposes of reporting, scheduling, fee tracking and marketing.
- oversee the upkeep of all shared office equipment to guarantee the clinic’s optimal operational efficiency; notify the facilities manager of any problems. Keep up with office supplies, making sure that necessities like things for the break room are always available.
- Create and maintain client files, prepare client forms and reports and originating correspondence as requested by the firm’s Advisor.
- Build and manage client files in order to meet regulatory and compliance needs, as well as create and produce reports and databases for file maintenance and record keeping.
- You should read all emails, respond to them, and take prompt, appropriate action to resolve any problems that may have been raised.
- Identify promising investment prospects, conduct necessary due diligence, and draft investment memorandums to support deal teams in making fund investments and co-investments.
- Regular shredding should be used to dispose of old and unnecessary client information and to ensure the proper disposal of all client information.
- Responsible for providing front desk service, such as cordially greeting clients and visitors to the office, answering the phone, and addressing or taking specific messages as needed to ensure that all client needs are fulfilled promptly and accurately.
Skills:
- Bachelor’s degree desired, though work experience and completed college coursework will also be taken into account.
- Candidates should have a background in finance or a related field (billing, accounting, purchasing, mathematics, etc.).
- Experience with Redtail, Orion, Morningstar, MoneyGuidePro, and Wells Fargo Advisors is preferable.
- Capability to work effectively and independently under pressure of time constraints.
- Demonstrated ability in customer service or client management. This would include identifying client problems/issues, providing and initiating effective resolutions.