- Has working or audit experience in middle and back-office operations of Wealth Management Firms, Mutual Fund AMC's, AIF, Depository or Capital Markets etc.
- Should have thorough knowledge and understanding of investments and securities.
- Should be abreast of the SEBI and RBI regulations applicable.
- Supervision and responsible for quality and timely delivery of all engagements within financial services practice
- Internal SOPs and methodology to be kept updated.
- Define and manage appropriate key performance indicators to ensure delivery of work, as agreed with key stakeholders.
- Strengthen the delivery capabilities of the practice by training and mentoring the team and adhering to professional practice requirements.
- Release alerts and thought leadership articles at regular intervals.
- Partner with Business Solutions resources for automating processes thereby building efficiencies.
- Knowledge of Wealth Spectrum / Miles software would be preferable.
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