Consultant Databases – CDB
Acuity KP
Bangalore, India
1d ago

Education / Experience and Skill Requirement

Minimum 1-4 years of experience in financial industry

Background in Finance. CFA / MS / MBA Finance preferred

Tech / BE / degree in computer science will be added advantage.

Knowledge and interest in Asset and Wealth Management industry and familiarity with industry jargon

Background in Capital Markets / Mutual Funds

Good knowledge of VBA, ability to write VBA macros will be added advantage

Responsibilities

The role entails the timely update of critical data of Asset management, Investment Banks on various third party databases and explore / implement scope for automating the process

Consultant database update(CDB) role involves updating of various vital and critical quantitative and qualitative data such as AUM, Fund holdings, PM team information etc.

for Asset management firms, Investment banks on fixed intervals

Liaise with CDB team at the client end and other departments as needed, on timely basis to source information on various funds / strategies managed by the client

Assist with quantitative and qualitative data requests from internal and external business partners

Work on Request for Consultant Data Questionnaires (CDQs) / Request for Information (RFIs) for various investment products.

Coordinate quality checking and proofing of all information updated

Maintain existing consultant database and templates

Ability to handle client pressure and timely deliveries of projects

Document, track and report processes and tasks

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