Consultant, Wealth Management

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If you thrive in a fast-moving, innovation-driven environment, love building and deploying cutting-edge AI solutions, and want to push the boundaries of what’s possible, this is your moment.
Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting-edge solutions – we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation, our teams implement data, technology, and AI to create tomorrow, today. Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook

Inviting applications for the role of Consultant, Wealth Management
In this role, you will be to aid in the aggregation of Investment Portfolio Transaction & Position data for Investment/Custodial Bank.

Responsibilities

• Operation tasks involve processing of daily financial statement feed data and monthly/quarterly financial statements involving following:

o Reconciling positions/transactions of feed with the statement.
o Aggregation with performance measurement and analysis.
o Custodian Statements reporting format analysis.
o Attribution performance reporting and analysis
o Reconciling rate of return calculations
o Achieving daily targets of processing statements/accounts
o Security & portfolio Analysis
o Applying knowledge of Global Investment Performance Standards (GIPS) in daily operations.
o Applying knowledge of different methods of return calculation for fund performance measurement

• Mapping Transaction to the correct treatment, identifying Holding Asset Type.
• Validating Returns, QA checks and identify if there are any errors/data issues.
• Follow the standard rules built for Performance/Billing data processing.
• Validate Performance Calculations make appropriate fixes in the data.
• Using IT UI-tools/dashboards for financial data parsing and reviewing the performance aggregation and measurements.
• Communication and coordination with internal stakeholders (analysts, developers, and Team leads) and external stakeholders (i.e. client) for resolving issues and implementing new enhancements.

Qualifications we seek in you!
Minimum Qualificationsssssss

• B. Com, M. Com or BBA

Preferred Qualifications/ Skills

• B.Com or BBA, with post graduation in MBA Finance
• Knowledge of Capital Markets and Wealth Management
• Excellent communication skills – Verbal & Written
• Excellent knowledge of using excel and basic knowledge of JIRA and Sharepoint
• Knowledge of running SQL queries would be advantageous
• Good Presentation skills in the usage of MS Excel, Word and Powerpoint
• Ability to communicate issues clearly and succinctly to co-workers, Leads, Dev team and Client as needed.
• Knowledge and basic experience of a software development life cycle (waterfall, agile, etc.)

Why join Genpact?

• Lead AI-first transformation – Build and scale AI solutions that redefine industries
• Make an impact – Drive change for global enterprises and solve business challenges that matter
• Accelerate your career—Gain hands-on experience, world-class training, mentorship, and AI certifications to advance your skills
• Grow with the best – Learn from top engineers, data scientists, and AI experts in a dynamic, fast-moving workplace
• Committed to ethical AI – Work in an environment where governance, transparency, and security are at the core of everything we build
• Thrive in a values-driven culture – Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress

Come join the 140,000+ coders, tech shapers, and growth makers at Genpact and take your career in the only direction that matters: Up.
Let’s build tomorrow together.

Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation.
Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.
Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.