PWM Ops Reporting and Comms - Senior Analyst

JOB SUMMARY & RESPONSIBILITIES

• This position will involve extensive interaction with various teams within PWM Operations and Technology. Data on client statements is controlled by various teams within PWM. The client reporting team is entrusted with the responsibility of liasoning with these teams and ensuring the timely and accurate transmission of client statements. In addition the team also co-ordinates regulatory and ad-hoc mailing for wealth management clients.

The team is responsible for the following functions:

• Checkout of client statements
• Liasoning with teams for ensuring data accuracy
• Transmission of statements to the print vendor.
• Statement returns/bounce back management
• Metrics reporting to management daily.
• Co-ordination of regulatory and other ad-hoc mailing for PWM clients
• Manage changes for client statements, disclosures and footnotes.
• The candidate will be expected to gain thorough knowledge of the function and relevant risk management systems within the first 12 months. PWM Operations provides many development opportunities for dedicated high-performing professionals. Depending on requirements, there may be learning opportunities in other groups within PWM Operations. The opportunity exists for interested and proven team members (subject to business and team needs).

BASIC QUALIFICATIONS

• Minimum 4 years of work experience in a Financial Industry/Banking.
• Good communication skills
• Ability to clearly elaborate the issues is crucial as a significant part of the job
• Strong sense of attention to details
• Very strong financial risk awareness
• Strong analytical and logical skills
• Forward thinking, with the ability to assert new ideas and follow them through
• Ability to go through large daily volumes and stay focused throughout the day
• Self-motivated team player, ownership, accountability, organizational/prioritization skills, proactive, ability to multitask, ambitious, independent, positive mindset
• Good PC skills - MS Office

PREFERRED QUALIFICATIONS

• Commerce degree from tier-1 institutes with exposure in Finance.