Financial Services Associate
23 hours ago
This Financial Services Associate role is part of the Data Solutions team in Hong Kong, focusing on setting up and maintaining financial software applications, resolving client issues, working on special projects, and assisting with ad-hoc tasks.
Key Responsibilities:- Financial Reporting and Data Aggregation Tools
- Analyze portfolio performance results and explain key findings.
- Conduct account-level reconciliation, including research and resolution of breaks, cancels, and corrects.
- Perform analysis of private equity and hedge fund statements for input into the system.
- Work with clients and partners to resolve data issues.
- Client onboarding and training.
- Day-to-day support and issue management.
- System setup and configuration.
- New client setup and account establishment.
- Data feed management and customization.
- Collaborate with vendors to enhance system functionality.
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Business Development Associate
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Financial Services Representative
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Leading Financial Services Professional
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Financial Services Professional
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