Investment Setup Specialist

Grow your career with a growing organization. Whether you are helping people reach their long-term financial goals or providing personal wealth management strategies, you will play a crucial role in changing the lives of the individuals we serve for the better. The job satisfaction in this role is unparalleled. Additionally, you will have the freedom to support causes that are important to you and be part of a truly inclusive work environment. Your future begins now. The team's key responsibilities revolve around maintaining a meticulous platform for clients to conduct transactions, such as investing in and withdrawing funds. They are also tasked with formatting and providing trade-related data of funds to both internal teams and external clients upon request for specific purposes. Accurate reporting on a periodic basis is essential for various financial institutions. Setting up Mutual Funds in the Empower Platform and handling Fund Reporting requests including excessive trading, distribution rules, investment funds, and other processes is a crucial aspect based on requests from internal and external sources. Ensuring quality control standards on new fund set-ups on the Empower system is a key responsibility. Daily monitoring of the requests queue and prioritizing based on Turnaround Time (TAT) and Service Level Agreement (SLA) is imperative. Reviewing plans and funds from Fund Houses and within the department is essential. Providing subject matter expertise support to internal team, onshore, and downstream teams is also part of the role. Collaborating with Fund Houses and upstream/requestor to resolve issues and minimize risks is a critical responsibility. Completing all daily, monthly, and ad-hoc tasks and reporting accurately and within specified deadlines is a key aspect of the job. Promptly escalating all issues effectively to the supervisor is necessary. Please note that this job description is not exhaustive and may be subject to revisions by the employer at any time. Your performance will be evaluated based on your execution of the responsibilities and tasks outlined in this job description. You may also be required to perform additional duties not explicitly mentioned in this description. This job description does not serve as a contract for employment, and either you or the employer may terminate the employment at any time, based on the terms and conditions of your employment contract.,