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Fund Accountant - Wealth Management

Company

Phaxis LLC

Location

New York County, New York, United States

Type

Full-time





  • Experience of working in Wealth Management/ Investment Banking domain - Income Processing / Corporate Actions is desirable

  • Strong understanding of financial products like Equities, Bonds, Mutual Funds, MBS, SWAPS etc.

  • Experience on pre-balancing of income payments (interest, dividends, maturities etc.) with sound understanding of flow of cash from custody to broker to client.

  • Reconciliation & Reporting: Perform daily/monthly reconciliations of income interest accounts.

  • Experience in ADR Operations Management: Handle end-to-end ADR income interest lifecycle, including data validation, payment processing, and exception handling would be an added advantage

  • Experience of communicating with Custodians, depositories, and counterparties for income distribution

  • Knowledge of Income Entitlement , pre-balancing / reconciliation experience is desirable.
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