Title: Analyst
Job Description
. The role is primarily focused on Quarterly Valuations, Fund returns, Investor performance, & Financial reporting functions for the real estate investments. Key Responsibilities: 1. Valuation Reporting - Coordination and managing quarterly valuation processes - Generation of fund level returns and related materials to facilitate meetings with various stakeholders - Key input reconciliations between valuation/accounting systems - Quarterly investor and financial reporting deliverables 2. Perform ad-hoc/on-going analysis and reporting for senior management 3. Participate and lead various technology and process improvement initiatives 4. Other ad hoc tasks/projects 5. Cross-functional exposures through various work processes 6. Able to build and maintain relationships and navigate diverse stakeholders 7. Works closely with other offices in New York, Hong Kong, and other Asia offices
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Required Skills: • Candidate must be a Post Graduate with knowledge of Finance • 1.5 - 2 years of accounting/finance/ Valuations / Reporting experience • Strong project management & multi‐tasking skills • Having technical knowledge about macros, Power BI etc. is a plus • Attention to detail, Proactive Team player & Strong Analytical Skills • Strong MS Office skills (MS Excel, MS PowerPoint and MS Word) • The profile involves effective communication across Clients’ facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a
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Deliver excellent customer service through effective diagnosis and troubleshooting of client queries
- Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
- Assist clients with navigating around product menus and facilitate better understanding of product features
- Troubleshoot all client queries in a user-friendly, courteous and professional manner
- Maintain logs and records of all customer queries as per the standard procedures and guidelines
- Accurately process and record all incoming call and email using the designated tracking software
- Offer alternative solutions to clients (where appropriate) with the objective of retaining customers’ and clients’ business
- Organize ideas and effectively communicate oral messages appropriate to listeners and situations
- Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs
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Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client
- Undertake product trainings to stay current with product features, changes and updates
- Enroll in product specific and any other trainings per client requirements/recommendations
- Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
- Update job knowledge by participating in self learning opportunities and maintaining personal networks
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Deliver
No | Performance Parameter | Measure |
1 | Process | No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback |
2 | Self- Management | Productivity, efficiency, absenteeism, Training Hours, No of technical training completed |