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Multiple roles :: Business analyst/Lead with Wealth management process experience :: Contract position :: (Remote) at Remote, Remote, USA
Email: [email protected]
Max rate is 30/hr  for Business analyst and for lead Business analyst rate is $45/hr on C2C. rate is non-negotiable

Wealth management/Capital marketing experience is mandatory

Please mention work authorization and current location of consultants while sharing the resume

Hi,

Hope you are doing well !!

This is Raghwendra, and Im a Sr. Technical recruiter with E-Solutions., a diversity-inclusive global workforce solutions company headquartered in San Jose, California.

I was going through your resume and wanted to share this amazing, fast-moving opportunity that I have, which seems like the perfect fit for a dynamic person like you. Heres the job description for your reference.

Job Title : 
Business analyst/Lead with
Wealth management process

Location:
Remote, USA

Experienced/ New Hire:
Experienced (2-3 Years)

Education Desired:
Graduate

Work Timings:
Shift of 9 hours (between 7AM to 10PM EST)

Job Duration :
 Long term contract  position

 Job Description :-

Roles and Responsibilities:

Fair working experience in Wealth Management processes

Understanding of medium to high complexity Capital Market service processes like Trade Processing, Confirmation and Settlement, Transfers, Recon, etc.

Process and manage voluntary and mandatory corporate action events, including dividends, mergers, splits, and rights issues, ensuring accurate and timely execution.

Liaise with custodians, brokers, and other external parties to confirm corporate action details and instructions, ensuring all parties are informed and aligned.

Analyze and interpret corporate action announcements to determine the impact on client portfolios, calculating entitlements and adjustments as necessary.

Update and maintain corporate actions data within internal systems, ensuring accuracy and completeness of records for audit and compliance purposes.

Proven excellent analytical and problem-solving abilities.

Strong capacity to operate under a high-paced and sometimes stressful environment.

Proficient in MS Office and other computer software

Motivated, team player, able to encourage those around you.

Thorough and accurate with attention to detail

Flexible approach and desire to learn new skills and processes and apply them to support peaks and troughs in workload.

Key Skills Required:

Demonstrated ability to apply strong analytical skills to effectively problem solve.

Excellent verbal and written communication skills

Solid mathematical ability

Demonstrated ability with excel and calculator text to perform mathematical equations.

Basic knowledge of ERISA guidelines

Hands-on working experience in Wealth Management processes

Ability to train and motivate the team members.

Flexible approach and desire to learn new skills and processes and apply them to support peaks and troughs in workload.

I'm interested in getting to know you better and introducing our company.

Please let me know your availability today or this week for a quick call.

Wishing you a wonderful day ahead!

Sincerely,

Raghwendra Singh

Sr. Technical recruiter

w:

www.e-solutionsinc.com

e:

[email protected]

Disclaimer: E-Solutions Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. We especially invite women, minorities, veterans, and individuals with disabilities to apply. EEO/AA/M/F/Vet/Disability.

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Keywords: information technology microsoft
Multiple roles :: Business analyst/Lead with Wealth management process experience :: Contract position :: (Remote)
[email protected]
[email protected]
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Sat Apr 06 05:26:00 UTC 2024

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