Genpact · 1 day ago
Business Analyst, Asset Transition, Wealth Operations
USA-Richardson
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $80K/yrGenpact is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. The role of Business Analyst involves managing back-office functions, specifically focusing on mutual fund income, custody and accounting asset transfers, and tax lot adjustments.
AnalyticsArtificial Intelligence (AI)Business Process Automation (BPA)ConsultingInformation TechnologySoftware
Responsibilities
Good understanding of financial products like US Domestic Equities, Global Equities, Bonds, Mutual Funds, MBS, SWAPS etc
Good knowledge of reconciliation, reporting, Trade Settlements lifecycle, corporate actions and Accruals
Candidate should have basic knowledge of different types of tax, Tax code, Tax lot, Date of Death, Beneficiary, Inheritance etc
Basic understanding of Upstream process, downstream of process of Asset transfer process is required
Should know the stock in’s & out’s (Free Receipt/Delivery) process and be able to connect with counterparties effectively
Understanding around business transitions and required documentation will have added advantage
Experience of posting transactions on accounting & custody book for exception resolution is required
Good knowledge of MS Excel is required
Experience of applications like Global Plus, AddVantage, Trust Desk & Intellimatch applications would have added advantage
Candidate should have exposure around audits (internal and external) and strong understanding around Risk and Control framework
Establish strong relationship with onshore counterparts and should be capable of handling Queries and Issues
Qualification
Required
Relevant work experience in an Associate role is desirable
Previous experience in a middle/back office in financial services firm is required
Any Graduate (PG an added advantage)
Good understanding of financial products like US Domestic Equities, Global Equities, Bonds, Mutual Funds, MBS, SWAPS etc
Good knowledge of reconciliation, reporting, Trade Settlements lifecycle, corporate actions and Accruals
Candidate should have basic knowledge of different types of tax, Tax code, Tax lot, Date of Death, Beneficiary, Inheritance etc
Basic understanding of Upstream process, downstream of process of Asset transfer process is required
Should know the stock in's & out's (Free Receipt/Delivery) process and be able to connect with counterparties effectively
Understanding around business transitions and required documentation will have added advantage
Experience of posting transactions on accounting & custody book for exception resolution is required
Good knowledge of MS Excel is required
Experience of applications like Global Plus, AddVantage, Trust Desk & Intellimatch applications would have added advantage
Candidate should have exposure around audits (internal and external) and strong understanding around Risk and Control framework
Establish strong relationship with onshore counterparts and should be capable of handling Queries and Issues
Preferred
Effective probing & root cause analysis skills
Benefits
Get hands-on experience, mentorship, and continuous learning opportunities.
Company
Genpact
Genpact is an information technology firm that offers business management, artificial intelligence, automation, and cloud services.
Founded in 1997
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$750M2025-11-13Post Ipo Debt· $350M
2024-05-30Post Ipo Debt· $400M
2007-08-10IPO
Leadership Team
Balkrishan Kalra
President and CEO, Genpact
Aswin Chandrasekaran
Senior Vice President
Recent News
Techcircle
2025-12-31
2025-12-10
Company data provided by crunchbase