Genpact
Business Analyst, Asset Transition, Wealth Operations
Genpact, Richardson, Texas, United States, 75080
With us, you’ll learn fast, work smart, and make a difference. You'll build a career that matters.
Job Description - Business Analyst, Asset Transition, Wealth Operations (BFS047282)
Business Analyst, Asset Transition, Wealth Operations - BFS047282
Ready to shape the future of work?
At Genpact, we don’t just adapt to change—we drive it. AI and digital innovation are redefining industries, and we’re leading the charge. Genpact’s AI Gigafactory, our industry‑first accelerator, is an example of how we’re scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large‑scale models to agentic AI, our breakthrough solutions tackle companies’ most complex challenges.
If you thrive in a fast‑moving, tech‑driven environment, love solving real‑world problems, and want to be part of a team that’s shaping the future, this is your moment.
Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting‑edge solutions – we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation, our teams implement data, technology, and AI to create tomorrow, today. Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook.
Inviting applications for the role of
Business Analyst, Asset Transition, Wealth Operations!
In this role, you would be responsible for back‑office functions for our client. In Back‑office functions you will primarily be working on Mutual Fund Income. You will be responsible for Custody and accounting asset/securities transfers from / to brokers, Fund Managers, Custodians etc. You will also be responsible for Tax Lot and book adjustments and rebooking of failed trades.
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.
Qualifications we seek in you! Minimum Qualifications
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)
Preferred Qualifications/ Skills
Effective probing & root cause analysis skills
Be a transformation leader – Work at the cutting edge of AI, automation, and digital innovation.
Make an impact – Drive change for global enterprises and solve business challenges that matter.
Accelerate your career – Get hands‑on experience, mentorship, and continuous learning opportunities.
Work with the best – Join 140,000+ bold thinkers and problem‑solvers who push boundaries every day.
Thrive in a values‑driven culture – Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress.
Come join the tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up.
Let’s build tomorrow together.
The approximate annual base compensation range for this position is $70,000 to $80,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant’s experience, knowledge, skills, and abilities; geographic location; and internal equity.
Los Angeles California-based candidates are not eligible for this role.
Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.
#J-18808-Ljbffr
Job Description - Business Analyst, Asset Transition, Wealth Operations (BFS047282)
Business Analyst, Asset Transition, Wealth Operations - BFS047282
Ready to shape the future of work?
At Genpact, we don’t just adapt to change—we drive it. AI and digital innovation are redefining industries, and we’re leading the charge. Genpact’s AI Gigafactory, our industry‑first accelerator, is an example of how we’re scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large‑scale models to agentic AI, our breakthrough solutions tackle companies’ most complex challenges.
If you thrive in a fast‑moving, tech‑driven environment, love solving real‑world problems, and want to be part of a team that’s shaping the future, this is your moment.
Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting‑edge solutions – we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation, our teams implement data, technology, and AI to create tomorrow, today. Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook.
Inviting applications for the role of
Business Analyst, Asset Transition, Wealth Operations!
In this role, you would be responsible for back‑office functions for our client. In Back‑office functions you will primarily be working on Mutual Fund Income. You will be responsible for Custody and accounting asset/securities transfers from / to brokers, Fund Managers, Custodians etc. You will also be responsible for Tax Lot and book adjustments and rebooking of failed trades.
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.
Qualifications we seek in you! Minimum Qualifications
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)
Preferred Qualifications/ Skills
Effective probing & root cause analysis skills
Be a transformation leader – Work at the cutting edge of AI, automation, and digital innovation.
Make an impact – Drive change for global enterprises and solve business challenges that matter.
Accelerate your career – Get hands‑on experience, mentorship, and continuous learning opportunities.
Work with the best – Join 140,000+ bold thinkers and problem‑solvers who push boundaries every day.
Thrive in a values‑driven culture – Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress.
Come join the tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up.
Let’s build tomorrow together.
The approximate annual base compensation range for this position is $70,000 to $80,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant’s experience, knowledge, skills, and abilities; geographic location; and internal equity.
Los Angeles California-based candidates are not eligible for this role.
Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.
#J-18808-Ljbffr