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Apply in 3 Minutes : Client Reporting - Investment Compliance - Senior Associate / Delivery Lead / Delive

Apply in 3 Minutes : Client Reporting - Investment Compliance - Senior Associate / Delivery Lead / Delive

Acuity Knowledge PartnersIndia
20 days ago
Job description

5-12

  • . The desired candidate will have

and CRD tool experience will be an added advantage.

The role is

will be given preference.

͟͟͟͟͟ ͟͟͟͟ ͟͟͟͟͟͟͟͟͟͟͟͟ : ͟͟

  • Prepare and deliver regular compliance reports to clients, highlighting any issues and the actions taken to address them.
  • Develop and maintain reporting templates that meet client specifications and regulatory standards.
  • Ensure reports are accurate, comprehensive, and delivered within agreed-upon timelines.
  • Serve as a point of contact for clients regarding compliance-related inquiries and reporting.
  • Communicate effectively with clients to understand their needs and to explain complex compliance issues understandably.
  • Work closely with portfolio managers, traders, and other internal teams to ensure a cohesive approach to compliance.
  • Provide support during client onboarding by setting up compliance rules and reporting frameworks.
  • Assist in the development and implementation of compliance policies and procedures.

    • If you meet the requirements, please share your resume at dolimoni.kalita@acuitykp.com

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    Investment Reporting • India

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