Business Analyst, Asset Transition, Wealth Operations

Richardson, TX - USA

Monthly Salary: $ 70000 - 80000

Posted on: 4 days ago

Vacancies: 1 Vacancy

Job Summary

Ready to shape the future of work

At Genpact we dont just adapt to changewe drive it. 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 tech-driven environment love solving real-world problems and want to be part of a team thats shaping the future 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 Business Analyst Asset Transition Wealth Operations!

In this role you would be responsible for responsible for back-office functions for our Back-office functions you will primarily be working on Mutual Fund Income. You will be responsible for Custody and accounting asset/securities transfers from / to brokers Fund Managers Custodians etc. You will also be responsible for Tax Lot and book adjustments and rebooking of failed trades.

Responsibilities

Good understanding of financial products like US Domestic Equities Global Equities Bonds Mutual Funds MBS SWAPS etc.

Good knowledge of reconciliation reporting Trade Settlements lifecycle corporate actions and Accruals.

Candidate should have basic knowledge of different types of tax Tax code Tax lot Date of Death Beneficiary Inheritance etc.

Basic understanding of Upstream process downstream of process of Asset transfer process is required

Should know the stock ins & outs (Free Receipt/Delivery) process and be able to connect with counterparties effectively.

Understanding around business transitions and required documentation will have added advantage.

Experience of posting transactions on accounting & custody book for exception resolution is required.

Good knowledge of MS Excel is required.

Experience of applications like Global Plus AddVantage Trust Desk & Intellimatch applications would have added advantage.

Candidate should have exposure around audits (internal and external) and strong understanding around Risk and Control framework

Establish strong relationship with onshore counterparts and should be capable of handling Queries and Issues.

Qualifications we seek in you!

Minimum Qualifications

Relevant work experience in an Associate role is desirable. Previous experience in a middle/back office in financial services firm is required.

Any Graduate (PG an added advantage)

Preferred Qualifications/ Skills

Effective probing & root cause analysis skills

Why join Genpact

Be a transformation leader Work at the cutting edge of AI automation and digital innovation.

Make an impact Drive change for global enterprises and solve business challenges that matter.

Accelerate your career Get hands-on experience mentorship and continuous learning opportunities.

Work with the best Join 140000 bold thinkers and problem-solvers who push boundaries every day.

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 tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up.

Lets build tomorrow together.

The approximate annual base compensation range for this position is $70000 to $80000. The actual offer reflecting the total compensation package plus benefits will be determined by a number of factors which include but are not limited to the applicants experience knowledge skills and abilities; geographic location; and internal equity

Los Angeles California-based candidates are not eligible for this role

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.

Required Experience:

Ready to shape the future of workAt Genpact we dont just adapt to changewe drive it. 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 ...