Role: Customer Retention - Non Voice
Industry Type: Banking
Department: Customer Success, Service & Operations
Employment Type: Full Time, Permanent
Role Category: Non Voice
UG: Any Graduate
PG: Any Postgraduate
Were seeking someone to join our team as an Associate in ISG Equity Operations which is responsible for complex operational processes within a newly established operations team that provides fund administration services for over $700billion in assets across 350+ hedge funds, private equity and large family offices clients. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level within Product Support & Services ISG. What youll do in the role: Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution Should be able to perform Trade Matching Instruct wires/transfers (Expense, Collateral, Security, Settlements) Review and clear Expert Payment System Exceptions Liaise with Disbursements as required Monitor trade matching files from clients OMS and ensure processing in Vendor Systems Monitor for trade kickout mails from Trade Matching Vendor Support teams Provide EOD recaps to clients Vault any EOD reporting to clients Email on any broker failures, connecting the Executing Brokers and Prime Brokers What youll bring to the role: Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision Subject matter expertise in business areas supported, client requirements, and ability to ensure control is not compromised to comply with client requests Culture carrier across Operations, embracing the Firms core values Strong communication, both written and verbal, with a focus on ability to communicate complex issues to a wide variety of stakeholders and professional levels Strong interpersonal skills with a demonstrated ability to work within a fast-paced setting Critical thinker with a transformation mindset with track record of driving and delivering on process improvements At least 2 years relevant experience would generally be expected to find the skills required for this role
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