Asset Vantage is a powerful technology platform built to automate investment management and accounting for HNI families. AV securely provides a complete view of a family’s entire net worth. It is home to a group of highly driven engineers, data scientists, investment experts, business leaders and wealth owners.
This is a customer facing role. It involves training and customer support for the accounting /
finance teams of Asset Vantage customers in India.
• Build long-term relationships with customers and their finance teams.
• Responsible for communication with India customers. Ensure product features/roadmap are effectively communicated with existing customers.
• Training to be provided on on-boarding of historic data and on ongoing data entry. Train on methods to reconcile investment data entered in the system and make sure it is matching with investment statements.
• Build robust processes for tracking implementation progress, ongoing services, client communication, etc.
• Post training, keep in contact with the customer’s finance team ensuring that data in being on- boarded seamlessly and reports are being reviewed by the family. Resolve any queries.
• Coordinating periodic communication with the finance team on upgrades / new features / bug fixes.
• Understanding issues / bugs on the system and ensuring these are filed and tracked for resolution
• Identifying possible feature upgrades and optimizations based on client interactions and personal hands-on experience while working with client teams and soliciting feedback
• On the feet problem identification and resolving w.r.t internal and external issues in the system
• Learning and understanding investments management and accounting
• Learning different types of investment structures (custodians, banks, etc.) and the type of transactional feed coming from these. Identify how the platform can be improved to match the feeds.
• Learning and exploring different type of data feed on bankable assets (equities, mutual funds, bonds, hedge funds, etc.), identify the sources and cleanse the data to match the platform’s requirement.