Sr Analyst - Operation (Investor Service)
Linedata · Mumbai · onsite · Posted 57d ago
About a minute. You'll make an account on the way through.
About this role
Senior Analyst - Operation (Investor Service)
Join us in shaping the fintech of tomorrow.
With more than 1,350 colleagues across 20 locations worldwide, youll help build cutting-edge platforms and tailored services that power the daily operations of 700 leading financial institutions. As a global, multicultural company with over 45 nationalities represented and just as many languages spoken, we thrive on diverse perspectives and collaboration. Together, we tackle future-focused topics like Al and the digitalization of finance, delivering smart solutions for our customers.
Whether youre just beginning your career or are an experienced professional, Linedata offers exposure to large-scale client projects, internal mobility and opportunities to develop your skills alongside leading experts.
Rejoignez-nous pour fa onner la fintech de demain.
Avec plus de 1 350 collaborateurs r partis dans 20 bureaux travers le monde, vous participez la cr ation de plateformes logicielles de pointe et de services sur mesure qui soutiennent les op rations quotidiennes de 700 grandes institutions financi res. Groupe mondial et multiculturel avec plus de 45 nationalit s et tout autant de langues parl es, nous valorisons la diversit des perspectives et la collaboration. Ensemble, nous relevons des d fis d avenir tels que l intelligence artificielle et la digitalisation de la finance, en offrant des solutions ing nieuses et intelligentes nos clients.
Que vous soyez au d but de votre carri re ou un(e) professionnel(le) exp riment (e), Linedata vous offre l opportunit de travailler sur des projets d envergure, d voluer en interne et de d velopper vos comp tences aux c t s d experts renomm s.
The role will involve the following critical activities:
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Manage the onboarding process for new investors, including KYC/AML documentation and coordination with compliance teams
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Ensure timely and accurate delivery of investor reports, capital account statements, and audit confirmations
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Assist with the investor relations functions for the Private Wealth Solutions business.
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Coordinating communication between Wire Houses, Financial Advisors, Reginal/independent broker dealers,
RIAs and our Transfer Agent.
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Facilitate capital activity events including subscriptions, redemptions, transfers and reviewing and tracking documentation from investors while liaising with internal and external legal and tax counsel. Will work closely with the transfer agent and various investment platforms.
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Updating and maintaining investor records.
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Reconciling investor data using various reports provided by the transfer agent.
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Producing statistics on investor records.
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Problem solving and investigating topics which can range from reporting, document remediation and fund guidelines.
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Have an understanding of and ensure compliance with FINRA, FATCA and ERISA obligations as well implementing AML/KYC procedures.
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Respond to investor inquiries and liaise with internal teams (Fund Accounting, Legal, Compliance, etc.) for resolution.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
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About Linedata
Linedata
Internet
1998
28 years old
Neuilly-sur-seine,Hauts-de-seine
France
₹9L PA avg
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