Lead Associate - PA26INDRQ4038
Core
Lead a team of associates to process and reconcile financial transactions, prepare reports, and ensure compliance with regulations in the fund administration domain.
Role type
Senior IC fund operations lead
Builds
Accurate financial reports and reconciliations for fund accounts
Domain
Financial services / Fund administration
Required skills
Financial transaction processing, Reconciliation, Report preparation, Team leadership, Process improvement, Regulatory compliance, Client issue resolution, Microsoft Excel, Analytical problem-solving, Deadline management
Preferred skills
FinTech industry experience, Mentoring junior staff, Special project management
Technologies
Microsoft Office Suite, Excel
Responsibilities
Process and reconcile financial transactions, Prepare and review reports and statements, Assist in resolving complex client inquiries, Provide training and mentorship to junior associates, Identify opportunities for process improvement, Ensure compliance with internal policies and regulations
Seniority
Senior, hands-on IC with team leadership