ROLE

The role of Senior Analyst – part of Entitlements, Tax requires good understanding of various investment instruments like Equities, Fixed Income Products, Repos, and Reverse Repos etc. Core responsibilities include processing/reconciliation activities of corporate action events, performing secondary approval, escalation & queries management, placing high emphasis on accuracy, timeliness and client servicing.

The position requires experience and in-depth knowledge of security service industry and financial instruments

GENERAL:

• Monitor and ensure accuracy and timeliness of Client deliverables.

• Monitor & adhere to all service level deliverables.

• Adhere to the best practice and monitor the standards as agreed with the home location

• Ability to train the new hire and cross training

PROCESS MANAGEMENT:

• Good understanding of financial products such as equities, bonds, Tax products etc.

• Maintain technical knowledge around the securities industry and instruments, understanding how they function as it relates to the markets, and integration with our other operation areas and client deliverables.

• Adherence to procedures, SD’s & REMS policies.

• Ability to act as a process expert, own and resolve complex queries and issues not only of self but also for the team.

• Assisting partners on daily BAU so that team is able to meet the deadlines.

• Ability to build and maintain strong relationships with all stakeholders.

• Generates ideas for operational efficiency and assesses impact

• Reduce rework and errors in line with measurable targets.

CLIENT MANAGEMENT:

• Engage with internal clients and other partners across the enterprise to resolve escalations, inquiries, incidents and challenges as quickly as possible

RISK MANAGEMENT:

• All risk parameters are met while performing secondary approval activities.

• Identifying the Risk & escalate to TC & TL within stipulated time.

• Ensure to adhere to CASS regulations, REMS policy on exception management

INFORMATION MANAGEMENT:

• Hold/Participate regular meetings/huddles to keep staff informed on items relating to the department and global practice.

• Pro-actively communicate the procedure updates to the team. Ensures that all DPADs/BCP are kept up to date at all times

• Escalate issues which may have a significant impact on client satisfaction with the appropriate sense of urgency.

SKILLS:

• Good analytical and reasoning skills

• Approachable and able to promote teamwork through creative solutions

• Maintain professional demeanour and even approach at all times.

• Must be resilient to pressure and ability to adapt quickly.

• Self-starter with the ability to function independently in a fast-paced, dynamic and demanding environment.

• Proficiency in MS Office (particularly Excel, Power Point & Word)

• Excellent spoken and written English and the ability to write business correspondence.

• Ability to work effectively with TL & Managers within & across teams.

• Ability to evaluate priorities.