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Common finance role, metro Noida location, and broad Excel/finance requirements increase candidate competition.
Role requires securities and portfolio reconciliation knowledge, making skills less transferable across unrelated industries.
Explicit minimum (1+ year) and reconciliation/finance experience required, but no rare certifications make filters moderate.
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Ensure daily accurate comparison and update of investment portfolio data between external sources and internal web-based systems.
Investigate and resolve reconciliation discrepancies in a timely manner, collaborating with mentors and experts as necessary.
Maintain effective communication and relationships with data providers, clients, and internal teams to deliver portfolio status updates and feedback to product teams.
Bachelor's degree in a finance-related or analytical field.
Minimum 1 year of directly applicable experience in reconciliation, accounting, or finance.
Proficiency in Microsoft Office with preference for advanced Excel skills (VLOOKUP, SUMIF, Pivot Tables, VBA).
Basic understanding of investment, financial, and accounting concepts; finance and/or accounting experience preferred.
Experienced in financial reconciliation with practical problem-solving skills in identifying and resolving data discrepancies.
Able to work under daily deadlines, prioritizing accuracy and timely delivery of portfolio updates.
Comfortable interacting with multiple internal and external stakeholders to manage issues and provide updates effectively.