
Investment Portfolio Coordinator
2 days ago
The successful candidate will be responsible for administering a portfolio of Mutual Funds. This includes monitoring and controlling client cash flow, ensuring fees are collected in a timely manner, maintaining accounting records, and preparing for audits.
Key Duties and Responsibilities- Monitor and control client cash flow on a daily basis.
- Ensure fees are collected in a timely manner.
- Maintain accounting records and prepare for audits.
The ideal candidate should have the following qualifications and skills:
- Full knowledge of mutual funds, bonds, and some information in equity markets.
- Excellent organizational skills and the ability to work under pressure.
- Strong analytical skills and problem-solving abilities.
- Good communication skills and a hardworking attitude.
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