Financial Analyst
2 weeks ago
Position: Reconciliation & Reporting
Location: US Remote
Duration: 6 months – 1 Year Contract
Shift of 9 hours (between 7AM to 10PM EST)
Roles and Responsibilities
· Fair working experience in Wealth Management processes.
· Understanding of medium to high complexity Capital Market service.
Account Reconciliation:
· Perform daily, monthly, and periodic reconciliations of various accounts, including bank accounts, investment portfolios, and client transactions.
· Investigate and resolve discrepancies promptly, ensuring alignment between internal records and external statements.
Transaction Verification:
· Verify trade settlements, cash flows, and investment transactions.
· Collaborate with portfolio managers, custodians, and brokers to reconcile discrepancies.
Data Analysis:
· Analyze large datasets to identify anomalies, missing entries, or inaccuracies.
· Utilize reconciliation tools and software to streamline processes.
Reporting and Documentation:
· Prepare detailed reconciliation reports for management and regulatory purposes.
· Maintain accurate documentation of reconciliation processes and outcomes.
· Familiarity with reconciliation software, databases, and financial systems.
· Stay updated on industry trends and technological advancements.
Company DescriptionK-Tek Resourcing is a consulting organization with offices in Houston TX and St. Paul, MN. It is supported by 2 global delivery centers, located in India. With its global employee strength of over 250, K-Tek has been supporting its clients for over 9 years.Why K-Tek
K-Tek has a tenet of excelling at delivering resources and solutions based on its experience, integrity, distinction in delivery, reduced turn-around time and the consistency at being the "First Time Right".
Vision / Mission
At K-Tek we believe in understanding the specific needs of the customer and tailor-creating innovative solutions to meet these needs. We invest in our employees and customers. We build a relation of trust with our customers through empathy, solutions and being the first time right.
K-Tek Resourcing LLC is one of the leaders in Resourcing industry with a portfolio of over 300+ consultants working at different client’s sites. Our commitment to compliance, excellent client servicing and superior quality has positioned us for sustained success.Company DescriptionK-Tek Resourcing is a consulting organization with offices in Houston TX and St. Paul, MN. It is supported by 2 global delivery centers, located in India. With its global employee strength of over 250, K-Tek has been supporting its clients for over 9 years.\r
\r
Why K-Tek\r
K-Tek has a tenet of excelling at delivering resources and solutions based on its experience, integrity, distinction in delivery, reduced turn-around time and the consistency at being the "First Time Right".\r
\r
Vision / Mission\r
At K-Tek we believe in understanding the specific needs of the customer and tailor-creating innovative solutions to meet these needs. We invest in our employees and customers. We build a relation of trust with our customers through empathy, solutions and being the first time right.\r
\r
K-Tek Resourcing LLC is one of the leaders in Resourcing industry with a portfolio of over 300+ consultants working at different client’s sites. Our commitment to compliance, excellent client servicing and superior quality has positioned us for sustained success.
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