Associate III - Derivatives

5 - 7 Years
1 Opening
Chennai

Role Proficiency:

A Voice Associate Able to independently take customer support calls effectively and efficiently ;follow the SOPs to complete the process and endeavour to resolve the issue handle some escalated issues or escalate to a more knowledgeable person to resolve in alignment with SLAs and assists Lead I – BPM.rnA Data Associate should independently be able to effectively and efficiently process the transactions assigned in timely manner clarify complex transactions to others and ensure that quality of output and accuracy of information is maintained in alignment with SLAs and assists Lead I – BPM.

Outcomes:

Measures of Outcomes:

Outputs Expected:

Processing Data:

Handling calls Voice:

Production:

Issue Resolution:

Productivity:

Adherence:

Reporting:

Stakeholder Management:

Training :

Escalation:

Monitoring:

Manage knowledge:

Mentoring:

Communication:

Collaboration:

Skill Examples:

Knowledge Examples:

• Expertise with Windows Operating Systems MS Office tools
  • English comprehension – Reading writing and speaking

  • Domain knowledge based on process (healthcare banking investment F&A retail customer support etc)

  • Familiarity with work allocation and intake functions

  • Familiarity with quality control processes including pare to analysis and root cause analysis

  • Knowledge on security policies and tools

  • Good understanding of customer infrastructure ability to co-relate failures

  • Experience level – 3 to 7 years
  
  
  Additional Comments:

  Derivative Services - APAC Shift Key Responsibilities: • Provide a full and dedicated post execution operational support to all Fund Managers and internal teams. • Monitoring and processing of all trade and lifecycle events. • Providing Reporting to internal and external parties • Investigating and resolving all breaks with our executing brokers, custodians and third-party administrators. • Liaise with fund administrators, ensuring that they receive the correct information and answering all ad hoc queries. • Prioritise your own workload effectively, understands when to flag / escalate to more senior members of the team. • Work to targeted deadlines and provide status updates when needed. • Establish a close working relationship with other operational areas, the Fund Managers Assistants, Dealers and all external parties, liaising on matters relating to day-to-day operations. • Report on and escalate unresolved discrepancies falling outside agreed services standards under supervision Team Leader. • Provide support and knowledge with Analyst and Junior Analyst colleagues on the team. • Working with the team to improve existing processes, implement change, minimise and reduce operational risk under supervision of Team Leader. • Ensure that procedures and controls are updated in a timely manner, deadlines are met and that, when required, issues are escalated to senior management. • Play a part in projects, regulatory changes and client onboarding. Skills and Behaviours Required? • The role is organised within a well-established framework. However, the role holder, is expected to play an active part in improving day-to-day procedures and how the work is to be tackled. • Responsible for planning own workload typically against a backdrop of changing priorities and / or external events for a day ahead. • Is required to make routine judgments in situations that are understood and uncontentious. Expected to seek assistance for anything complex or out of the ordinary. • Prioritising the workload and working effectively towards deadlines. • Confident in supporting junior team members of the team and sharing knowledge concisely. • Seeks ways to improve own and team performance. • Contribute positively to the implementation of change. • Shows a strong aptitude for problem solving whilst always collaborating with peers to ensure solution considers all risks and works for all. • View situations from multiple perspectives. • Delivers excellent customer service focusing on value-add tasks • Can successfully manage BAU projects ensuring deadlines are met and expectations are managed both internally and externally. • Responsible for ensuring that issues identified are fully disclosed on a timely basis. Disclosure must be comprehensive and be on the same day any issue is discovered The knowledge, experience and qualifications you need • Typical educational requirement: A levels or equivalent. • Excellent attention to detail • Proficient on Excel • Previous Derivative knowledge with exposure to numerous of OTC products The knowledge, experience and qualifications that will help • Aladdin platform experience • IMC qualification • Excel Macro’s/BQL/Microsoft Power Query

Transaction Management,Trade Finance Operations,Derivatives