Asset Management Specialist

Hiring

Role : Asset Management and Client Account Management

Location: Bengaluru, Karnataka, India

Work Arrangement: Work from office – 5 days per week

Shift: 2:30 PM to 11:30 PM IST

Experience: 3–6 years

Employment Type: Fixed-term contract

Industry: Financial Services / Asset Management

About the Role

We are looking for a Business Data Analyst to join the Asset Management Client Account Management team in Bengaluru. The role will support Client Account Managers in delivering high-quality service to institutional, sub-advisory and global liquidity clients.

The successful candidate will coordinate with multiple internal teams, prepare business reports, manage account maintenance activities and ensure that client-related tasks are completed accurately, efficiently and in line with established procedures.

Key Responsibilities

• Support Primary Client Account Managers in delivering an exceptional client experience.
• Coordinate with Portfolio Managers, Traders, Investment Specialists, Cash Management, Guideline Management and other internal teams.
• Process and coordinate account maintenance requests, including:
• Cash flow updates
• Account opening
• Reporting setup
• Fee invoice setup
• Guideline setup
• Exclusion list maintenance
• Prepare and maintain reports using Microsoft Excel and Word.
• Support the ongoing improvement of client servicing processes.
• Ensure all activities are completed in accordance with regional procedures.
• Maintain a clear audit trail and follow maker-checker and quality-control requirements.
• Manage multiple priorities, deadlines and stakeholder requests effectively.
• Communicate clearly and professionally with local and global teams.
• Provide regular status updates and escalate issues when required.
• Support team performance and administrative activities, where applicable.

Required Qualifications and Skills

• Graduate or postgraduate degree.
• 3–6 years of relevant professional experience.
• Strong knowledge of Microsoft Excel.
• Experience preparing business, operational or management reports.
• Excellent written and verbal communication skills.
• Strong stakeholder management and coordination skills.
• Excellent prioritization, time-management and multitasking abilities.
• Ability to work independently and collaboratively with local and global teams.
• Strong attention to detail and commitment to accuracy.
• Ability to work in a fast-paced and continually changing environment.
• Proactive attitude, strong work ethic and a collaborative approach.

Preferred Qualifications

• Prior experience in asset management, asset servicing, client services, custody or investment banking.
• Basic understanding of asset management and financial markets.
• Familiarity with different asset classes and investment products.
• Knowledge of client servicing processes.
• Experience working with international stakeholders or global teams.
• Prior experience supporting or managing a small team.

Additional Information

• Laptop and reliable Wi-Fi connection are mandatory.
• The role requires working from the Bengaluru office five days per week.
• The position follows the designated afternoon/evening shift.
• Candidates should be comfortable working with global teams and stakeholders across different time zones.

Interested candidates can send their updated resume to : [Confidential Information] and varshini.m @artech.com