Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources.
For more details visit www.envestnet.com
Interview Date: Will inform directly
Venue: Trivandrum
Eligibility Criteria:
MBA -Finance (Dual Specialization with Finance is also fine) & MCom
No Standing backlogs
Above 60% aggregate marks in the current pursuing course (I & II semester marks)
Experience: Freshers
Job Description:
To perform day to day client account reconciliation, preparation and delivery of accurate reports and allied activities, research on exceptions in consultation with the leads or senior members, participate in the training process etc. Acquaint self with the latest site enhancements and utilities.
Responsibilities:
Do basic research and reconcile custodian cash and position balances.
Review of loader snapper errors and fix the errors.
Post entries into portfolio accounting system based on exception findings
Get the assistance or guidance of senior members for clarity of errors and understand the logic to fix them.
Verify all deposits and withdrawals posted.
Verify, research & fix daily security price and performance.
Engage in client statement verification (Monthly or Quarterly).
Take part in Transition of new initiatives/projects & execution.
Monitor the mail box and attend to it wherever required.
Ensure delivery of quality of service to the clients and advisors.
Interface with technology operations team in problem resolution.
Implement the best practices to enhance the quality of service.
Take advantage of organizational training on domain and technical skills.
Candidate must be willing to work in shift timing.
Freshers/ candidates with less than one year of experience should be willing to sign a two year service agreement.
Process of Selection:
Aptitude Test
Group Discussion
Personal Interview
Salary: CTC 2 Lakhs per annum
Job Location: Trivandrum
Interested candidates apply online