Portfolio Services Specialist

Company Description

Centric Wealth Advisors Llp is a investment advisory company dedicated to providing innovative financial solutions. Headquartered at Prahladnagar in Ahmedabad, Gujarat, India, the company leverages its expertise to assist clients in achieving their financial goals. With a customer-focused approach, Centric Wealth Advisors Llp delivers personalized services to meet diverse investment and financial planning needs. The organization is well-regarded for its commitment to client satisfaction and comprehensive wealth management strategies.

Role Description

This is a full-time on-site role for an Investment Operations Associate, located in Ahmedabad. The Investment Operations Associate will be responsible for executing and managing daily investment operations. Responsibilities include preparing investment reports, reconciling transactions, ensuring accurate records, monitoring portfolios for performance and compliance, and supporting client documentation processes. Collaboration with cross-functional teams and external stakeholders will also be an integral part of the role.

Qualifications

• Strong analytical and numerical skills, with proficiency in data management tools and financial software.
• Familiarity with investment products, portfolio management, and financial instruments.
• Attention to detail, problem-solving abilities, and organizational skills to ensure operational accuracy.
• Proficiency in client communication and teamwork to coordinate with internal teams and external stakeholders.
• Bachelor’s degree in Finance, Business Administration, Accounting, or a related field (Master's degree or professional certifications like CFA is a plus).
• Ability to work independently and adapt to dynamic business requirements. Prior experience in investment operations or financial services is advantageous.