Consultant, Wealth Management

Pune - India

Monthly Salary: Not Disclosed

Posted on: 5 days ago

Vacancies: 1 Vacancy

Job Summary

Ready to build the future with AI
At Genpact we dont just keep up with technologywe set the pace. AI and digital innovation are redefining industries and were leading the charge. Genpacts AI Gigafactory our industry-first accelerator is an example of how were scaling advanced technology solutions to help global enterprises work smarter grow faster and transform at scale. From large-scale models to agentic AI our breakthrough solutions tackle companies most complex challenges.
If you thrive in a fast-moving innovation-driven environment love building and deploying cutting-edge AI solutions and want to push the boundaries of whats possible this is your moment.
Genpact (NYSE: G) is anadvanced technology services and solutions company that deliverslastingvalue for leading ourdeep business knowledge operational excellence and cutting-edge solutions we help companies across industries get ahead and stay by curiosity courage and innovationour teamsimplementdata technology and AItocreate tomorrow to know us onLinkedInXYouTube andFacebook

Inviting applications for the role of Consultant Wealth Management
In this role you will be to aid in the aggregation of Investment Portfolio Transaction & Position data for Investment/Custodial Bank.

Responsibilities
Operation tasks involve processing of daily financial statement feed data and monthly/quarterly financial statements involving following:
oReconciling positions/transactions of feed with the statement.
oAggregation with performance measurement and analysis.
oCustodian Statements reporting format analysis.
oAttribution performance reporting and analysis
oReconciling rate of return calculations
oAchieving daily targets of processing statements/accounts
oSecurity & portfolio Analysis
oApplying knowledge of Global Investment Performance Standards (GIPS) in daily operations.
oApplying knowledge of different methods of return calculation for fund performance measurement
Mapping Transaction to the correct treatment identifying Holding Asset Type.
Validating Returns QA checks and identify if there are any errors/data issues.
Follow the standard rules built for Performance/Billing data processing.
Validate Performance Calculations make appropriate fixes in the data.
Using IT UI-tools/dashboards for financial data parsing and reviewing the performance aggregation and measurements.
Communication and coordination with internal stakeholders (analysts developers and Team leads) and external stakeholders (i.e. client) for resolving issues and implementing new enhancements.
Qualifications we seek in you!
Minimum Qualificationsssssss
B. Com M. Com or BBA

Preferred Qualifications/ Skills
or BBA with post graduation in MBA Finance
Knowledge of Capital Markets and Wealth Management
Excellent communication skills Verbal & Written
Excellent knowledge of using excel and basic knowledge of JIRA and Sharepoint
Knowledge of running SQL queries would be advantageous
Good Presentation skills in the usage of MS Excel Word and Powerpoint
Ability to communicate issues clearly and succinctly to co-workers Leads Dev team and Client as needed.
Knowledge and basic experience of a software development life cycle (waterfall agile etc.)

Why join Genpact
Lead AI-first transformation Build and scale AI solutions that redefine industries
Make an impact Drive change for global enterprises and solve business challenges that matter
Accelerate your careerGain hands-on experience world-class training mentorship and AI certifications to advance your skills
Grow with the best Learn from top engineers data scientists and AI experts in a dynamic fast-moving workplace
Committed to ethical AI Work in an environment where governance transparency and security are at the core of everything we build
Thrive in a values-driven culture Our courage curiosity and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress
Come join the 140000 coders tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up.
Lets build tomorrow together.

Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race color religion or belief sex age national origin citizenship status marital status military/veteran status genetic information sexual orientation gender identity physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity customer focus and innovation.
Furthermore please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a starter kit paying to apply or purchasing equipment or training.
Examples of such scams include purchasing a starter kit paying to apply or purchasing equipment or training.

Required Experience:

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