Wealth Analyst

Seguro Commercial Brokers L.l.c

Role & responsibilities

• Consistently delivering daily performance and risk status reports across various investment product lines, addressing breaches in daily returns, maintaining a flawless record with zero errors or escalations for internal clients, including global & regional Risk Managers, Product Strategists, and Portfolio Managers.
• Investigating residuals in the data using internal databases / external platforms such as FactSet and Aladdin, and suggesting resolutions.
• Researching and coordinating with various teams to verify data availability for the funds, and working under strict daily deadlines to deliver high-quality reports to senior management.
• Successful completion of various projects with a business-automated team using UNIX and Python, involving communication with clients, understanding their requirements, and delivering the desired output, adhering to given deadlines.
• Established and maintained open lines of communication with team members, promoting a strong sense of teamwork and camaraderie within the group.
• Ensuring the timely closure of all assigned tasks by team members on the dashboard, and proactively following up in cases of any delays or outstanding tasks.