Subject Matter Expert- Client Servicing

📋 Description

• Manage client inquiries and requests related to investment accounting, asset classes, financial
• Provide timely, accurate, and comprehensive information on financial statements and analytics
• Execute operational activities, including account setup, client lockdowns, compliance processes
• Build and maintain strong client relationships by understanding their needs and delivering
• Validate investment data against third-party market data sources and use internal tools to
• Navigate knowledge bases, documentation, and available resources to proactively investigate and

🎯 Requirements

• Bachelor’s degree or higher in Accounting, Finance, Business, or a related field.
• At least 5 years of relevant professional experience in finance, accounting, investment operations
• Strong understanding of investment accounting principles, financial statements, amortization
• Familiarity with accounting, compliance, risk, and performance reporting.
• Intermediate knowledge of fixed-income and equity investments; familiarity with alternative
• Strong computer skills, including proficiency in Microsoft Office and the ability to learn and use

🎁 Benefits

• Remote working arrangement based in Mumbai, India.
• Full-time employment opportunity.
• Opportunity to work with global clients and develop expertise in investment accounting, financial
• Exposure to complex client challenges, cross-functional projects, and opportunities to mentor
• Salary, healthcare coverage, paid leave, and additional benefits were not specified in the