Product Specialist
3 weeks ago
Product Specialist - Wealth Management SME - 260825 - TCS FS
Product Specialist - Wealth Management SME
Domain : Financial Services
Location: New York City, NY
Must be willing to travel
Experience: 13 - 18 years of experience
Base Salary: $130K - 150K based on experience
Job Description
Professional with in-depth experience of working with Wealth Management firms in U.S. Market in the core areas
• Tax Lots Accounting
• Investment Accounting
• CBRS (Cost Basis Reporting Service)
• Fixed Income Processing
• Trust Accounting
• Discretionary Portfolio Management
In-depth understanding & experience in Investment Products as below:
• sset Classes in Securities
• Funds
• Loans / Deposits : Banking Products
Must Have Qualifications:-
• bility to work as SME to develop solutions in Tax Lot Accounting or Trust Accounting area for customers on a pro-active basis or as part of Implementations.
• bility to give solutions on Tax computation / reporting for Securities in North America.
• Work with the Product Engineering and Testing teams to validate the solutions developed.
• Overall understanding of the Wealth Management Solution Landscape and inter dependencies.
• Willingness to travel
Good to Have: -
• Work experience with a Wealth Management / Private Banking solution provider will be an added advantage.
• Expertise / Familiarity or knowledge of Industry Practices, Regulations & Tax Processing in U.S. Market will be an added advantage.
• Strong communication skills - written and oral
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