Skill required: Asset Management - Asset Data Management

Designation: Capital Markets Operations Associate

Qualifications:Any Graduation

Years of Experience:1 to 3 years

About Accenture

Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com

What would you do

The Wealth & Asset Management offering supports investment advisory and wealth management firms in delivering high-quality client services, regulatory compliance, and operational excellence. The function focuses on managing client onboarding, account maintenance, KYC compliance, risk controls, and documentation validation to help preserve and grow client wealth while ensuring adherence to financial regulations.
The process involves reviewing customer account opening forms, validating supporting documents, and performing KYC and regulatory compliance checks. Analysts identify discrepancies, resolve documentation issues with Compliance and Risk teams, maintain audit-ready records, escalate non-compliant cases, and contribute to process improvements that enhance operational accuracy and efficiency.
This role requires expertise in Wealth and Asset Management applications, client onboarding, account opening, KYC,AML compliance, and risk management.
Strong analytical, problem-solving, and communication skills are essential to review financial documents, ensure regulatory adherence, manage exceptions, perform quality checks, and support operational processes in a regulated environment. What are we looking for
Primary skill - Asset Data Management - P3
Requires working and conceptual knowledge capital markets and mutual funds.
Performs a range of assignments related to a job discipline.
Accountable for their own work and effective coordination of process and information with others.
Works independently, within guidelines and policies for ongoing work; may receive general guidance on new assignments Roles and Responsibilities:
Monitors and reports on client portfolio performance. Continues to develop an understanding of online tools and reporting platform. Answers standard and moderately complex inquiries from clients regarding client reporting operations. Reviews data leveraged to support business initiatives.
Provides analysis and development of reports related to all aspects of account activities, performance, and investment-related practices and procedures.
Maintains the reporting system utilized by clients to generate reports on their portfolios and portfolio performance. Trains clients on reporting system.
Interprets and suggests programs or improvements to services delivered in order to improve client service and operational experience.
Continues to develop expertise in investment data and compliance requirements.
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