Wealth Management US Reconciliation - Operations Analyst
Job Category: Asset Management
Individual will be responsible for below:
- Ensure adherence of operational procedures to complete task in an accurate and timely manner.
- Ability to work under pressure and to meet stringent deadlines is essential.
- CTQs and benchmarks for the desk are monitored daily.
- Query emails from Front Office / Middle Office / Counterparties must be reverted on the same day.
- Strong detail and results orientation.
- Achieving the daily/weekly and monthly volume targets
- Ensuring accuracy on performing BAU related activities / tasks and non disclosure of client information by preserving client confidentiality
- Provide solutions and action plans for resolutions of open items.
- Track, and analyze outstanding items for pending action.
- Detailed and meticulous, high level of accuracy with no tolerance for error.
Qualification:
- Minimum Qualifications - Graduate (Bachelor’s Degree in Commerce/other related background)
- Minimum Experience - At least 1-3 years of supervisory experience in Accounting / Banking / Cash Product / Securities / Processing experience in financial services environment.
- Detail Orientation – Function is critical from impact perspective. Need eye for detail and there is zero tolerance to oversight mistakes.
- Strong Client Focus. Strong time management and ability to coordinate with various teams to action items.
- Analytical - Ready to analyze the process flows and ideate on operational improvements.
- Strong team player and must have the capability to build good working relationships with cross functional/geographical teams.
- Communication (Spoken – Assertiveness & Written) – Ability to communicate effectively and assist Client Service Specialists / Front Office Groups / Middle Office Groups with queries/investigations.
- Adaptability - Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
- Control orientated and Risk awareness is essential. Understand Operational Risks to reduce Risk Profile.
- Ability to influence others for providing the supports and work under pressure independently.
- Desire to make an impact. Self Starter, Confident and Proactive
Location: Bangalore East, KA, IN