Associate Level 1

Key duties and responsibilities

• Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement.
• Identify and resolve problems within the defined procedures.
• Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval.
• Expected to work on initiatives/Ad-hoc requirements as per business needs.
• Should be able to work independently but also need to be a good team player.
• Should be able to identify process gaps & need to work as a trouble shoot.
• Ability to support, guide & train other team members.
• Should have the ability to understand & handle complex queries.
• Strong domain knowledge is essential & understanding of TA business.
• Well versed with preparation and review of SOPs/Process flow charts.
• Able to identify & implement various process control.
• Provide innovative ideas for process enhancements.
• Should have a good understanding of regulatory and audit requirements to ensure all the requirements are fulfilled.
• Ability to prioritize multiple tasks by utilizing effective time management skills.

Qualification and Experience

• Prior Transfer Agency processing experience is required.
• Bachelors degree in commerce is desired.
• 1-5 years of relevant experience.

Skills Required

• Strong analytical skills.
• Good knowledge of Mutual funds.
• Responsible for meeting all client deliverables.
• Ability to navigate proficiently in a windows environment.
• Strong knowledge of Microsoft excel & word.
• Ability to write messages in a clear and concise manner.
• Ability to read, write & speak English proficiently.
• Strong research, resolution and communication skills.
• Interpersonal skills - Relationship builder, respectful and resolves problems.
• Communication skills - Presentation skills, listening skills, oral & written communication skills.
• Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship builder.
• Motivational skills - Performance standards, achieving results and persistent.
• Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks.
• Flexible enough to work in any shifts as per business needs.
• Prior Transfer Agency processing experience is required.
• Ability to work under pressure and should be able to handle multiple projects.
• A good understanding of effective risk management & its execution.
• Effective verbal reasoning and numeric skills.
• Excellent planning and organization skills.
• The candidate should be able to understand the intricacies of TA business & its impact on other related functions.

Career with Apex

• A genuinely unique opportunity to be part of an expanding large global business.