Finance Analyst
Confdent
Total years of experience :11 years, 6 Months
Successfully cleared the CME-1 test of the Capital Market Authority of Saudi Arabia
Responsibilities:
• Handled the opening of investment accounts with the bank, undertook the registration of clients in various mutual fund schemes, and undertook the buying and selling shares at the request of the customer.
• Liaised with clients regarding transaction settlements, as and when required and troubleshot system problems, managed trade transactions of various equity instruments in coordination with the trading desk.
• Responsible for cash and securities accounts, reconciliations, and processed client correspondence such as trade confirmations, statements, etc.
• Performed reconciliations of NAV for funds and developed performance measures and guideline report, dealt with auditors and provided all requires information
