Capital Markets Operations Associate

You will be aligned to our Financial Services, banking, Insurance, and Capital Market vertical which is focused on helping clients with their tax preparations, insurance coverage, and investment portfolios.

You will be working as a part of Investment Reporting team which is accountable for preparing documents as part of the investment research team in a stock brokerage or investment bank.

The Investment Content Management team is responsible for the development of high-quality RFPs (Requests for Proposals), RFIs (Requests for Information), DDQs (Due Diligence Questionnaires) and other ad hoc questionnaires or deliverables. The role may require for you to maintain and oversee firm and product information in the questionnaires database, as well as answering content-related questions from internal subject matter experts.

What are we looking for?

• Adaptable and flexible
• Ability to perform under pressure
• Problem-solving skills
• Detail orientation
• Ability to establish strong client relationship
  
• Roles and Responsibilities




• In this role you are required to solve routine problems, largely through precedent and referral to general guidelines
• Your expected interactions are within your own team and direct supervisor
• You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments
• The decisions that you make would impact your own work
• You will be an individual contributor as a part of a team, with a predetermined, focused scope of work
• Please note that this role may require you to work in rotational shifts