Institutional Support Specialist
Job Description
The Institutional Support Specialist will be responsible for:·
Document creation using MS Office, page layout and dynamic document generation applications.·
Accurate and timely handling of data for several different marketing materials·
Ability to meet deadlines under pressure·
Running, modifying and creating Reports (Including Crystal Reports)· Creating and responding to adhoc data requests·
Running/ resolving daily issues on validation reports for data error in reporting systems·
Updating required data upon request from sales contacts·
Interacting with Non- Us and US counterparts.
Candidates with· Strong communication skills·
Experience with financial institution or retail marketing·
Flexibility to work on special projects and assignments as required·
Ability to be available to flexible work timings.are preferred.
JOB DUTIES/RESPONSIBILITIES:
Reporting:·
Complete daily/weekly/monthly/quarterly report generation, as designated, by date and time required and deliver to client in correct format.· Create new reports/maintain existing reports as needed, and add to reporting schedules.· Create ad hoc requests on an as needed basis for clients in time frame and format required.·
Interface with global Consultant group for reporting enhancements· Track all updates for ongoing reporting purposes to all interested internal parties.·
Suggest process improvements for maintenance and data distribution where possible.Data Validation:·
Run validation reports on a daily basis and resolve issues in required databases·
Update sources systems with corrected data·
Interact with US contacts to escalate unresolved issuesData
Updates:·
Update sources systems with data as directed from Sales/Client Service/Servicing department contacts.·
Update AUM/Performance numbers used for Institutional Marketing and Global RFP team as neededPerforms financial document creation functions using MS Office, page layout and dynamic document generation software applications. Incorporate text and data files into existing and new documents according to established templates and style guidelines.
Produce.Generate dynamic document output. Perform all phases of automated document production·
Input data via web-based interface to generate regularly scheduled and on-request document runs.·
Format and create digital assets (graphs, drawn objects, text)Maintain detailed and accurate activity and production logsTrades:·
Input Money Fund Sweep trades to Investar·
Wire out dividends·
Open new accounts·
Process tradesFund Qualification Validation·
Monitor new accounts opened via NSCC FundSERVData Updates – Web Content:·
Update web mutual fund literature pieces on semi, and annual basis.·
Post Quarterly Separate Account PacketsReporting – Internal and External:· Complete daily/monthly/quarterly report generation, as designated, by date and time required and deliver in correct format. III.
REQUIREMENTS:KNOWLEDGE, EDUCATION, AND Experience : ·
Bachelors Degree or Equivalent in a related field, preference in Business, finance, marketing/communications.Prior experience in MS Office Software
SKILLS AND ABILITIES: ·
Ability to perform multiple tasks in a fast paced team environment·
Strong attention to detail·
Incorporate detailed project requirements and instructions into finished product·
Organize and maintain accurate orderly files and records·
Good communication and analytical skills·
Ability to organize and prioritize workflow·
Ability to adhere to established time frames and schedules
Additional Information
Experience : 0 - 1 years
Job Category: Finance & Accounts
Job Location : Hyderabad
Key Skills: B.Com/M.Com/MBA Freshers with Good Communication Skills and MS Office Proficient
Job Ref code: ISS Role: Fresher
If you meet the above mentioned criteria, apply online
http://jobs.monsterindia.com/details/5877950.html
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