Corina Bîrsan Email & Phone Number

Romania

Iaşi, Romania

Iaşi, Romania

Iasi County, Romania

* Support UK based Client Managers and Consultants by preparing monthly valuation reports and quarterly reports;* Supporting senior managers and consultants with reports and other requirements;* Support client work as required (e.g. requesting data from managers, save them as drafts in order to prepare the necessary documentation);* Ad hoc administration duties;*Collating detailed, up to date information regarding documents;*Maintaining accuracy for all the documentation prepared for each of the customers;*Preparing financial documents and compiling data into comprehensive reports;*To record and maintain information in order to evidence veracity of research and portfolio construction;*Communicate with the Investment team on any issues or matters;*Attend all training courses as required;*Doing reasearch through documentation and internet in order to release the most accurate reports which are due to be delivered;*Checking quality work of our new joiners for a good accuracy that needs to be delivered on a timely manner.

Județul Iași, România

* Support UK based Client Managers and Consultants by preparing monthly valuation reports and quarterly monitoring reports;* Supporting senior managers and consultants with reports and other requirements;* Support client work as required (e.g. requesting data from managers, save them as drafts in order to prepare the necessary documentation);* Platform administration as required;* Ad hoc administration duties;*Reporting any suspected breaches to management/compliance department upon discovery;*Adhering to Corporate Policies and Procedures (CCPs);*Collating detailed, up to date information regarding documents;*Maintaining accuracy for all the documentation prepared for each of the customers;*Creating/Preparing financial reports and compiling data into comprehensive reports;*To record and maintain information in order to evidence veracity of research and portfolio construction;*Communicate with the Investment team on any issues or matters;*Attend all training courses as required.

Județul Iași, România

Evaluating, planning and implementing improvements in validation process; Gathering and analysing data regarding validation; Developing new strategies in order to improve the validation quality; Communicating and coordinating effectively with validators; Executing tests for new clients and delivering new information to the validators; Receiving/creating feedbacks from clients and inform all validators about errors; Creating ticketsTraining colleagues for the new live projects

Județul Iași, România

Invoice validation based on each client's documentation; Quality assurance of invoices; Communicating with colleagues from other locations; Providing support for an easy integration of new employees; Analysing invoices integrity and based on this, I create tickets (split, merge, reimport or rescan); Training people for a certain project