*Hi,*

*This is Arvind, - Recruitment and Resources from SancroSoft USA Inc.*

We have an urgent requirement as follows:

Please respond with resumes in MS-Word Format with the following details to
*[email protected]*

Full Name :
Location :
Contact Number :
Email :
Availability :
Visa Status :

*Requirement Details***



*Reconciliation Analysts with Cost Basis Experience*



It will be in Boston,MA -  Full Time - If we get a solid cost basis
candidate ( but should have the *cost basis core experience*)



*Note:  Need profiles with 1-2 years of cost basis, portfolio accounting or
reconciliation operations experience.***



*Reconciliation Analysts*

*Finance Associate.*

•             Researching, resolving, and reconciling any outstanding
transactions occurring from daily income accounting, and position
reconciliation for cash collateral investment accounts.

•             Handling customer inquiries, exercising initiative in
researching, analyzing and resolving complex problems, and exercising
judgment regarding proper handling of customer requests.

•             Ensuring a high level of customer satisfaction while adhering
to retail financial service policies, procedures, auditing, and regulatory
requirements.

•             Preparing asset reconciliation daily of the Mutual Funds.
Properly identifying all out of balances and taking steps to resolve all
breaks daily. Ensuring proper documentation is maintained to support
reconciliation and action.

•             Handling account set up, reviewing guidelines and ensuring
compliance.

•             Assisting in the management (implementation and rebalancing)
of client investment portfolios across global fixed income, equity, and
alternative investments, including derivatives strategy and trading.

•             Leading or participating in cross-functional group projects
to improve quality and efficiency within the team.

•             Executing equity, fixed income, and mutual fund trades.

•             Researching, resolving, and reconciling any outstanding daily
transactions and position reconciliation between Custodian Banks & Internal
Portfolio Management Systems.

•             Monitoring financial system to ensure all accounting
transactions are accurate and complete.

•             Researching and resolving all financial system posting errors
or discrepancies.

•             Providing assistance with the preparation of month & year-end
closing and all required financial statements.

•             Preparing monthly management reports emphasizing
operational/financial performance metrics, historical results, budgets,
forecasts, and trends.

•             Preparing Ad hoc financial modeling and analysis.



* *

* *

*Thanks & Regards*

* *

*Arvind,*

*Sr.Recruiter.*



 [image: cid:[email protected]]

*SancroSoft USA Inc* | Direct*:*  (916)-671-5579 |
[email protected]<[email protected]>

4944 Sunrise Blvd, Suite B-4 | Fair Oaks, CA 95628 |* **Fax:* (916) 200-
0305 | www.sancrosoftusa.com <http://www.sancrosoftusaa.com/>

* *

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