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Client Modeling Assistant

Remote:

Full Remote

Work from:

India

Offer summary

Qualifications:

Strong written communication skills, Proficiency in Microsoft Excel, Prior administrative experience is a plus, Excellent organizational and time-management skills.

Key responsabilities:

Receive and process stock model requests
Maintain accurate records of model uploads

Agio Information Technology & Services https://agio.com/

201 - 500 Employees

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Job description

Agio is a hybrid managed IT and cybersecurity provider servicing the financial services, health care and payments industries. The company has extensive experience supporting the alternative investment space, specializing in hedge funds, private equity firms and asset managers. Agio offers technology hosting, monitoring, management, helpdesk, disaster prevention and recovery, as well as managed security, 360° cybersecurity programs, virtual CISO (vCISO) support and cybersecurity consulting.

Your Impact

Agio is seeking a detail-oriented and highly organized Client Modeling Assistant to join our team. This administrative role plays a critical part in ensuring the smooth operation of our modeling process by receiving and processing model requests from brokers and maintaining accurate records of model uploads.

Responsibilities

Receive email requests for stock models from specific brokers and promptly acknowledge receipt.
Request pre/post model updates from brokers as needed to ensure accuracy.
Rename received models to client specifications for consistency.
Upload models to the client network drive in a timely manner.
Maintain meticulous records of all model-related activities using Microsoft Excel.
Prepare and send out model requests to brokers on the following business day after receiving the request list.
Collaborate with the modeling team to ensure seamless communication and efficiency in the modeling process.

Requirements

Strong written communication skills with a keen attention to detail.
Proficiency in Microsoft Excel for data tracking and reporting.
Excellent organizational and time-management skills.
Ability to work independently and efficiently in a fast-paced environment.
Strong interpersonal skills and the ability to collaborate effectively with team members.
Prior experience in a similar administrative role is a plus.

Work Schedule: This is a flexible, part-time role offering 20-40 hours per week, with the convenience of 100% remote work.

#LI-Remote

Agio is a blend of who we are and what we aspire to be. As an equal opportunity employer, we embrace diversity and are committed to creating an inclusive culture that allows each of us to do our best work and be our best selves.

We welcome all interested individuals to apply and encourage applications from people with disabilities, diverse ethnic and cultural origins, veteran status, and people from all races, religions, gender identities, sexual orientations, and expressions. We encourage you to apply if you see a fit between you and the opportunity.