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Strong Tier-1 brand, Bengaluru metro, and mid-level generalist finance role increases candidate competition.
Role requires SEC fund reporting and ESP domain knowledge, limiting cross-industry transferability.
Explicit 6–8 years preferred plus SEC, ESP and SQL skills make screening moderately strict.
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Manage the production, review, and filing of SEC Form N-PORT and N-CEN with high accuracy and compliance.
Lead client onboarding and relationship management throughout implementation and business-as-usual phases for ESP reporting platform.
Develop and maintain SOPs, conduct root cause analysis on filing errors, oversee team training, and ensure backup and knowledge transfer among staff.
6 to 8 years experience in accounting or finance-related roles preferred.
Graduate degree in Business, Accounting, Finance or equivalent experience preferred.
Strong knowledge of SEC filing requirements (N-PORT and N-CEN) and financial services investment products.
Experience working with Enterprise Servicing Platform (ESP) and ability to perform SQL queries or database management.
Experienced in client relationship management and end-to-end onboarding in a financial services environment involving regulatory filings.
Capable of managing and training teams while overseeing technical and operational aspects of filing processes.
Comfortable interfacing between technology teams and clients, with strong analytical skills to diagnose and resolve data and reporting issues.