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Financial Application Support

Posted on:

15/11/2023

Closing on:

22/11/2023

Contact email:

Brief description :

About Founding Minds:
 

Founding Minds started as a technology incubator in 2008. Through the years, we have helped incubate technologies and products for our customers, driven IP creation exercises, funded several startups and led process initiatives. We have built a loyal customer and employee base that resonates with our core values – agility, innovation, honesty, openness, and a greater purpose in life. Today most of our customers are long-term partners for who we continue to build new products and services and maintain their roadmaps.

We seek dedicated and detail-oriented individuals to join our team as Financial Support Staff. As a member of our pricing, dividend, and client maintenance departments, you will be vital in ensuring accurate financial data management and excellent client service. Basic financial knowledge is preferred, particularly in trading, mutual funds, and retirement services. A degree in commerce and outstanding computer and communication skills are the fundamental qualifications for this role. The candidate should also be willing to work during US business hours.

Responsibilities Include :

• Contact vendors to receive missing or adjusted prices & dividends and client notifications.
• Assist in setting up new funds by gathering information from fund companies and transfer agents.
• Create fund sourcing sheets for new funds, distribute among pricing and dividend specialists, and follow up consistently to meet service level agreements.
• Prepare corporate action forms and provide support to the pricing team.
• Perform manual data entry, including revisions, preprocessing, and auto-import verification.
• Perform manual data entry, keying revisions, and validate dividends/capital gains for export to clients.
• Monitor import and export data, ensuring completeness of export jobs.
• Review End of Night reports for discrepancies before finalizing data and prepare for the next day's fund update notices.
• Collaborate with Stateside supervisors for a seamless workflow.

Preferred skills

Qualifications:

• Minimum 8 years of experience is mandatory.
• Should be proficient in the US Securities Market
• Strong proficiency in Excel is required.
• Commerce degree or equivalent with basic financial knowledge, preferably in trading, mutual funds, or retirement services.
• Excellent computer skills, including proficiency in relevant software applications.
• Strong communication skills, both written and verbal.
• Ability to work during US business hours and collaborate effectively with team members.

If you are passionate about finance, possess the required qualifications, and are ready to contribute to our dynamic team, we invite you to apply for this position. Join us in providing exceptional financial services to our clients while fostering your professional growth and development.