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Customer Experience Executive

Chennai, Tamil Nadu, India

0 years

Not disclosed

On-site

Full Time

Management Level I Customer Experience Executive Team : CEC - US Reports to: Team Leader Role To assist shareholders buying and selling shares in accordance with predetermined procedures and service standards under appropriate guidance and direction. Also supporting customer queries. Business Function EQ India Operations team work closely with the EQ Group functions across UK, US and Amsterdam to provide operations support to Shareholder Solutions, Pensions Solutions, Investment Services, Employee Benefit Solutions, KYC Operations, Customer Experience Centre, Reconciliations, and Innovation. This service is delivered from our offices in India based out of Chennai and Bangalore. Core Duties and Responsibilities  Answer inbound calls, emails from Shareholders and assist them with their queries within the agreed service standards.  Answer inbound calls from Shareholders and assist them to buy or sell shares within the agreed service standards.  Respond to basic queries referring to senior colleagues where appropriate.  Contribute to the completion of the team’s workload.  Improve own skills as knowledge within the operational team taking opportunities to identify area for improvement to processes and service.  Undertake duties at a similar level as required.  Ensure compliance with Equiniti’s procedures, standards and reporting requirements, together with all relevant regulatory and statutory requirements, where appropriate implementing actions to protect our business at all times.  Always to undertake the duties of this role in accordance with the requirements of the company’s Regulators.  Complete work within the security arrangements of Equiniti. Any deliberate contravention of these procedures may lead to disciplinary procedure.  Ensure that all work is undertaken within the quality system.  Ensure that work and ethics comply with all security arrangements both physical and information.  Your breaks will be scheduled and you are expected to comply with them, to ensure the process is always within Service Level Agreements.  You will be following the respective US business holiday calendar. Competencies and Experience The candidate should demonstrate the following experience, skills and behaviours:  Excellent communication skills; Strong phone and verbal communication skills along with active listening.  Should be able to work in US shifts.  Proven experience in a customer support role  Meeting targets for accuracy, quality, volume and agreed service levels  Familiarity with CRM systems and practices  Basic understanding of data protection principles and knowledge in AML  Customer focus and adaptability to different personality types  Ability to multi-task, set priorities and manage time effectively  Adherence to procedures and regulations.  Demonstrate willingness to contribute to team beyond own immediate tasks We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

Lead – Innovation Centre

Chennai, Tamil Nadu, India

7 - 10 years

Not disclosed

On-site

Full Time

Management Level G Lead – Innovation Team: EQ India Operations Innovation Reports to: Manager Job Summary An End User Computing (EUC) Lead typically oversees the management and support of end-user computing environments within an organization. We are seeking a skilled EUC lead to join our dynamic team. The ideal candidate will have extensive experience in developing and maintaining end-user computing solutions using Python, SQL, VBA, .Net, and PowerBI. This role involves collaborating with various departments to understand their needs and deliver efficient, scalable solutions. Business Function EQ India Operations team work closely with the EQ Group functions across UK, US and Amsterdam to provide operations support to Shareholder Solutions, Pensions Solutions, Investment Services, Employee Benefit Solutions, KYC Operations, Customer Experience Centre, Reconciliations, and Innovation. This service is delivered from our offices in India based out of Chennai and Bangalore. Core Duties and Responsibilities Lead the design, implementation, and maintenance of EUC solutions, ensuring they meet organizational needs. Manage all EUC-related projects, ensuring they are completed on time and within required KPIs. Plan and execute EUC projects, coordinating with other operations and IT teams and stakeholders. Oversee the delivery of EUC services, ensuring high availability, performance, and user satisfaction. Lead and mentor a team of EUC analysts/engineers, ensuring effective performance and professional development. Manage and mentor a team of EUC specialists, fostering a collaborative and high-performance culture. Provide expert technical guidance and support for existing and new end user computing applications and technologies. Stay updated with the latest EUC technologies and trends, recommending improvements and innovations. Manage relationships with peer and internal stakeholders to ensure service quality and effectiveness of the deliverables. Act as an escalation point for complex technical issues, ensuring timely resolution. Develop and implement strategies to enhance EUC services and align them with business objectives. Ensure all EUC solutions comply with organizational policies and security standards. Competencies and Experience Bachelor’s degree in Computer Science, Information Technology, or a related field. Required 7-10 years’ of experience as an application development and project management. Proficiency in Python, SQL, VBA, .Net, and PowerBI. Strong analytical and problem-solving skills. Excellent communication and teamwork abilities. Ability to manage multiple tasks and projects simultaneously. Experience with data visualization and reporting tools. Knowledge of software development lifecycle and agile methodologies. Experience in the financial services industry. Familiarity with cloud platforms and DevOps. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

Senior Test Analyst

Chennai, Tamil Nadu, India

6 years

Not disclosed

On-site

Full Time

Management Level G About EQ, Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. Capitalising on India’s strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Overview: The role of a Senior Test Analyst is to support Test Lead(s) and Manager(s) with the QA delivery for major software releases (core or configured) by executing pre-defined detailed test conditions and test scripts ADM/JIRA, with appropriate test data creation, for core functional system enhancements or bespoke client configuration changes made to our internally developed pension and payroll administration platform. The job holder will work on various projects outlined on the Delivery Roadmaps, providing support and assistance to the Test Leads during the software development lifecycle (SDLC) ensuring all processes and procedures are followed as detailed in the Test Strategy and Test Plans. Core duties/Responsibilities: Lead the design, development, and execution of test plans and test cases for software products. Perform both manual and automated testing across various platforms (web, desktop). Identify, document, and track software defects and inconsistencies using issue tracking tools (e.g., JIRA). Collaborate with developers and stakeholders to ensure product quality and timely issue resolution. Develop and maintain automated test scripts using tools like Selenium, QTP, or similar frameworks. Ensure that testing methodologies align with company policies and industry best practices. Review and provide feedback on technical documentation, including requirements and design specifications. Skills, Knowledge & Experience: The successful candidate will demonstrate the following experience skills and behaviours: Highly flexible, including willingness to work away from home base. Interacts with and influence immediate colleagues and should have more influence in own domain. Should perform a range of varied work activities in a variety of structured environments. Understands and uses appropriate methods, tools, and applications. Demonstrates a rational and organised approach to work. Should have sufficient communication skills for effective dialogue with colleagues. Can rapidly absorb new technical information and apply it effectively. A good team player capable of delivering results in less than perfect circumstances. Should absorb technical information when it is presented systematically and applies it effectively. Experience: Should have 6 to 8 years of manual testing experience required for this role. A strong background in working with Agile testing process. A good understanding of test methods, covering - system testing, regression testing, exploratory testing, negative testing, and platform testing. Must have experience of working in a development team that follows SDLC. A good background in working with automation test tools is desirable for automation script execution. Experienced in designing robust automation frameworks using Selenium with C#/Java. Proven ability to lead testing efforts, mentor teams, and collaborate cross-functionally. Strong analytical, communication, and defect management skills. Experience/Exposure to database SQL Server, Microsoft office and SharePoint. Should have appropriate years of testing experience required for this role. Education/Qualifications: BE/ME/MCA/M.Sc. Computer Science with excellent track record. Benefits: Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer: 31 days + 9 bank holidays (UK) Comprehensive Medical Assurance cover Two-way cab transport for staff working in UK & US shift Maternity leave of 6 months full pay, 10days paid paternity leave Accidental & Life cover 3 times of concerned CTC We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

Senior PMO Analyst

Chennai, Tamil Nadu, India

0 years

Not disclosed

On-site

Full Time

Management Level G The Senior PMO Analyst is responsible for liaising with the Global teams and act as a Portfolio PMO embedded either in a business unit, project or programme working alongside Portfolio Managers, Senior Project Managers, Programme Managers, internal and external stakeholders. Business Functions The Group Project Management Office (GPMO) team provides support and governance to colleagues requesting or managing a project at EQ in all aspects of PMO‘s service, including project set-up, project & portfolio delivery support, project administration, resource management, timesheet administration and reporting. The objectives of the team is aligned under PMO operating model to provide support and guidance with regard to project process, templates and tools and to be the guardian of governance and information hub for the change portfolio at EQ. Core Duties And Responsibilities Successful candidate will be responsible for the following duties Programme Board Governance Be a Guardian of governance and information hub for the change portfolio of the respective business division / function Assist on Business Case, Change Control, Project Set-up in Workday, Timesheeting, etc., Assist in producing status reports to the respective forums, including the tracking of milestones and dependencies for Programme Board Maintain common project repository and artefacts for the all the change projects in the portfolio. That includes PID, RAID, TRB/ARB sign-offs, IAS38 sign-offs, Board approvals, Status Reporting, Financial Tracker, etc., Periodic quality assurance reviews to ensure stage gate governance and compliance (Quality, Standards, Risks & Internal Audit) Divisional / Local Change Governance Attend Project SteerCo meetings / Portfolio meetings to get up-to-speed on project progress and on-going support towards Project/Programme Delivery Facilitate and coordinate Divisional Change Board or equivalent governance meeting for relevant Exco members to review Project Statuses and Delivery ahead of Programme Board Track actions and decisions from the divisional change board or equivalent and follow-up until closure. Track, monitor, review and report approved Budget against actuals Liaise with divisional resource management team to understand the forecast of resource allocations and make sure effective coverage of resources in the change projects. Support & guide Delivery teams to ensure the project request are being managed within the governance & communication framework Manage and tailor production of metrics and reporting to meet the needs of the business stakeholders that includes Execs & Divisional Portfolio Responsible for performing regular portfolio reviews to ensure accuracy and completeness of information Review delivery methods/approach, document lessons learnt to implement best practices and enhance common practices Workday Governance Review and approve Project request to set-up project codes in Workday to make sure PMO has got a sight of valid project request as per EQ’s WD design principle. Review project timesheets every month-end to make sure that there are no un-progressed timesheets and follow-up with delivery teams Review and publish timesheet compliance Skill Attributes and Behaviour Successful candidate should demonstrate the following skills and behaviour Bachelor degree in business or other related subject Excellent written and verbal communication skills Strong MI & Reporting Skills Strong knowledge in Microsoft Excel MS Project & MS Visio Knowledge is preferable Willing to work in flexible shift timing but most preferably UK shift Effective time management skills with proven ability to prioritise and manage multiple tasks effectively Should be a good team player, highly motivated and ambitious Can work across business and IT functions effectively Proven experience of all core elements of PMO – Project Governance, Controls, Reporting, Finance, etc. Demonstrable Track record in working within a delivery Project Management / PMO function in a software consultancy or similar organization Excellent communications skills and ability to liaise confidently with a range of external and internal stakeholders Strong customer service and stakeholder management skills, with the confidence to positively influence, negotiate and challenge supportively and effectively where appropriate. Knowledge of Project Management lifecycles and methodologies. Formal qualification (e.g. Prince 2, PMP, CAPM) would be advantageous. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

L&D - Trainer

Bengaluru, Karnataka, India

0 years

Not disclosed

On-site

Full Time

Management Level H Job Description: A corporate trainer who has a broad experience in training & successfully developing others. W be responsible for increasing productivity by teaching new skills and knowledge to our employees by designing and delivering trainings virtually & face-to-face, lectures, and team exercises to update employees on company goals and procedures. Responsibilities of the role includes: Liaising with managers to determine training needs and schedule training sessions. Significant experience with effective learning and development methods. Pivotal knowledge and experience in L&D practices, including instructional design and use of digital solutions. Create, Design and deliver traditional/e-learning courses, workshops and other trainings. Conduct workshops & individual training sessions etc. Analyse the effectiveness of training and workshops to the employees and develop appropriate modification if needed. Collaborate with the management team to identify Adhoc training needs and schedule appropriate training sessions for their team members. Facilitate EQI Induction end to end acting as a backup liaising with all the key stakeholder, scheduling the induction, blocking the participants calendar and closely keeping track of the participants attendance and feedback. Coordinate with different communities of learning across different business units to build and improve social/peer learning culture. Conduct and keep the communities alive and ensure all communities have at least 1 knowledge sharing session is being conducted in a month. Measure employee's information retention rates by issuing assessment tests and quizzes on course materials. Acts as an SME in LMS in terms of Query Management, Admin activities, course mapping, completion reports management. Skill Requirements: Phenomenal in both written & spoken communication, presentation and public speaking skills. Ability to review and compare data to identify inconsistencies and determine priorities; ability to conduct extensive research. Relationship Building with the stake holders. Proven experience as corporate trainer is an asset. Willingness to keep abreast of new techniques in corporate teaching. Proficient in MS Office & on any LMS software is an asset. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

Customer Experience Executive

Chennai, Tamil Nadu, India

0 years

Not disclosed

On-site

Full Time

Management Level I Customer Experience Executive Team : CEC - US Reports to: Team Leader Role To assist shareholders regarding their shareholding account queries, buying and selling shares in acccordance with predetermined procedures and service standards under appropriate guidance and direction. Business Function EQ India Operations team work closely with the EQ Group functions across UK, US and Amsterdam to provide operations support to Shareholder Solutions, Pensions Solutions, Investment Services, Employee Benefit Solutions, KYC Operations, Customer Experience Centre, Reconciliations, and Innovation. This service is delivered from our offices in India based out of Chennai and Bangalore. Core Duties and Responsibilities Answer inbound calls, emails from Shareholders and assist them with their queries within the agreed service standards. Answer inbound calls from Shareholders and assist them to buy or sell shares within the agreed service standards. Respond to basic queries referring to senior colleagues where appropriate. Contribute to the completion of the team’s workload. Improve own skills as knowledge within the operational team taking opportunities to identify area for improvement to processes and service. Undertake duties at a similar level as required. Ensure compliance with Equiniti’s procedures, standards and reporting requirements, together with all relevant regulatory and statutory requirements, where appropriate implementing actions to protect our business at all times. Always to undertake the duties of this role in accordance with the requirements of the company’s Regulators. Complete work within the security arrangements of Equiniti. Any deliberate contravention of these procedures may lead to disciplinary procedure. Ensure that all work is undertaken within the quality system. Ensure that work and ethics comply with all security arrangements both physical and information. Your breaks will be scheduled and you are expected to comply with them, to ensure the process is always within Service Level Agreements. You will be following the US business shift hours and holiday calendar. Competencies and Experience The candidate should demonstrate the following experience, skills and behaviours: Excellent communication skills; Strong phone and verbal communication skills along with active listening. Should be able to work in US shifts. Proven experience in a customer support role Meeting targets for accuracy, quality, volume and agreed service levels Familiarity with CRM systems and practices Basic understanding of data protection principles and knowledge in AML Customer focus and adaptability to different personality types Ability to multi-task, set priorities and manage time effectively Adherence to procedures and regulations. Demonstrate willingness to contribute to team beyond own immediate tasks We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

Finance Executive

Chennai, Tamil Nadu, India

0 years

Not disclosed

On-site

Full Time

Management Level H Following with relevant stakeholders and collecting the supplier invoice on time and accounting the same in WD. Monitoring the due dates regularly and make the payments to suppliers and consultants and per agreed credit terms. Petty cash accounting in WD for the spends by admin team and top up the cash in prepaid card as per the limit defined. Processing employees’ reimbursement claims in WD and make the payments on time. Coordinating with relevant stakeholders for inputs for provision and completing the provision for expenses and account the same in WD. Posting the corporate credit card expense entries in WD and ensure payments are done on time. Preparing Bank reconciliation regularly to ensure payments are reached to recipients. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

Sr. Executive - Service Excellence

Chennai, Tamil Nadu, India

5 - 7 years

Not disclosed

On-site

Full Time

Management Level H Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. Capitalising on India’s strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Overview Service excellence is an energetic team which is part of the Financial Shared Services (FSS) and will work with all the towers of the FSS and with onshore GPOs to drive continuous improvement. The candidate will drive the automations with the Excel/VBA in the processes. The candidate will be supporting the Service Excellence team to drive the continuous improvement in the processes. Core Duties/Responsibilities The Executive Service Excellence (FSSC) will have these main areas of responsibilities: Create monthly KPI for the Service Excellence and the entire FSSC. Organise the training sessions for the teams. Create the content on demand for the training. Follow up with all the teams about reports and other details. Action on the Feedback from various stakeholders/channels PEX Reporting – Productivity commitment, Business impact delivery, Monthly management review Drive on process improvements and strengthening controls across FSS Collaborate with LPO’s & GPO’s and maintain good relationships with them Ensure that all working practices follow the Equiniti standard policies and procedures, including health & safety and equal opportunities Benchmarking analysis required to be done across FSS Ability to understand the detail behind processes & system Collaborate with the team and create Excel macro to cater their needs Skills, Knowledge & Experience Required Skills: (Mandatory) VBA (advanced) Strong in MS PowerPoint (Advanced) Team player with good networking skills Good analytical skill Creative thinking Fluent in English and strong communication skills Workday Knowledge is added advantage Desired Skills: Basic Knowledge of Quality Management Certification in Lean Six Sigma (YB) or (GB) Excellent organizational, communication and planning skills Adaptable with an ability to change direction and priorities if required Ability to work well with people across the organisation Continuously learns and improves from experience and shares this with others. Involves and leverages knowledge of others in decision-making and problem-solving Education/Qualifications Any bachelor’s degree should possess strong accounting knowledge. Master’s degree in business administration is added advantage. Overall work experience of 5 to 7 years in the relevant field. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

Team Leader

Chennai, Tamil Nadu, India

1 years

Not disclosed

On-site

Full Time

Management Level G Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. Capitalising on India’s strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Business Function EQ India Operations as a team carries out a range of activities in accordance with the predetermined procedure and service standards under appropriate guidance and direction. The scope of these activities will range across all Equiniti's business lines. Core Duties and Responsibilities Organise, plan, control and monitor workflow, co-ordinating resource to ensure that the daily workload is consistently completed in line with agreed service standards. Monitor the performance of the team, recommending and implementing changes to the way in which the team operates to improve service quality and process efficiency supporting line management in the implementation of centrally driven changes when required. Input in to the development of individual team members, ensuring cross training is carried out and there is sufficient knowledge and resource to cover absences. Work alongside the US operational team to ensure communication and operations are aligned. Development of knowledge, competence and skills of self and team. Adherence to procedures, policies and Integrated Management System requirements. Quality of recommendations for continuous improvement. Competencies and Experience Should possess strong analytical and accounting skills. Knowledge in Capital markets, Corporate actions and Financial reporting. Experience in bank reconciliation and general ledger process. Able to present and explain the financial data to wider audience. Explain or presents factual information to individuals or groups in a structured, clear, confident and concise way avoiding the use of jargon. Explain the reasoning behind what is being said to ensure understanding and acceptance. Produces clear and concise reports and other written material (both draft and final form) usually of a detailed and sometime technical nature, which are understandable to those with or without knowledge of the subject matter. Uses basic time management techniques to plan, manage and prioritise own work effectively, making most efficient use of the time available. Plans, co-ordinates and controls the work and resources of the team. Impartially assess the performance of others in accordance with the process, assessing capabilities and potential. Give constructive feedback in order to identify individual’s development needs. Maintain consistency and fairness throughout the process. Communicate and explain change effectively. Plan and implement changes gaining commitment and understanding, minimising disruption to our service. Has a very good understanding of the Group’s overall aims, structures, policies and culture, together with a good knowledge of the policies, operations, systems and relevant strategies pertaining to specific areas of the business. Able to assess the impact of change on products, systems, processes and people. Develop and maintain relationships with key contact in all relevant areas. Has a good understanding of the business environment in which Equiniti operates and of industry best practice. Has a good awareness of the likely impact of economic, political, social and regulatory change on Equiniti’s business and overall aims, including relevant IT industry developments. Maintain an understanding of competitor services and initiatives and how they may be turned to advantage. ICSA or IAQ qualification including “Compliance” module (must be achieved within 1 year of appointment). Desired Skills And Knowledge Excellent verbal, written, and interpersonal communication skills. Advanced Microsoft Office skills including macros and database administration. Prior experience in leading a team. Benefits Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer: 31 days + 9 bank holidays (UK) Comprehensive Medical Assurance cover Two-way cab transport for staff working in UK & US shift Maternity leave of 6 months full pay, 10days paid paternity leave Accidental & Life cover 3 times of concerned CTC We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

Delivery Manager

Chennai, Tamil Nadu, India

0 years

Not disclosed

On-site

Full Time

Management Level F Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. Capitalising on India’s strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary The job holder is responsible for the effective delivery of Corporate IT’s change roadmap and its constituent projects into Equiniti. The role is accountable for the realisation of the expected benefits arising from projects and developing excellent working relationships with key stakeholders. Projects span IT, HR and Finance functions. Core Responsibilities Ensure projects are delivered to agreed business objectives, requirements, schedules, costs, benefits and quality objectives. Ensure requirements are accurately captured and solutions are appropriately developed to support generation of the business case. Establish, control and monitor project timescales and budgets, obtaining appropriate approvals and authorisations, considering dependencies and taking appropriate action to overcome delays, difficulties or cost overruns. Provide direction and support to ensure a smooth project initiation enabling budget approval and prioritisation. Plan, communicate and implement change ensuring all those affected fully understand the nature and implications of such changes. Establish and maintain good relationships with the business sponsors and Corporate IT colleagues provide objective guidance and advice to ensure effective implementation. Develop and maintain key working and influencing relationships with appropriate colleagues in own and other business units; influencing ‘buy-in’ and to ensure new opportunities identified are exploited to the business benefit. Ensure that all risks are understood and counter measures identified, minimising risk to the organisation, and maximising quality and timeliness of all deliverables. Report on status. Be the project manager for certain projects, where a full resource is not required but some level of management is needed on the EQ side, particularly where there is a 3rd party PM. Specific Responsibilities Develop and manage a detailed delivery plan, including delivery resources Develop and agree reporting requirements, and use this to monitor and report upon the key activities, milestones and dependencies impacting the plan Manage the key assumptions and dependencies underpinning the plan Manage the delivery risks relating to the plan Monitor and manage the resource plan and costs for the project Ensure agreed governance for the programme is followed Prepare a detailed activity schedule for all projects, current and future Oversee the Sprints run by the team to ensure that the plan is being followed Produce regular reports for HR and Finance detailing all items in the sprint and roadmap Run Global Process Owner meetings to review prioritisation, requirements and provide updates Work with 3rd parties, their PMs and the Workday team to coordinate activities Understand the business requirements to add value to the programme Key Relationships IT, Finance and HR Global Process owners Senior Management and 3rd parties Equiniti Workday SMEs, the Head of Corporate IT and Workday Manager Essential Skills, Qualifications, Knowledge, Competence & Mobility Prince 2 or similarly PM qualification, with previous experience of successfully managing projects through the full project life cycle. Experience of established project management frameworks and tools Strong understanding of project governance and controls including scope & deliverable management Excellent stakeholder management skills, with the confidence to challenge supportively and effectively where appropriate Developing and maintaining project schedules Experience of Jira or similar agile tool Desirable Experience of Workday with extensive knowledge of configuration, implementations and business processes Experience gained within financial services, pension sector or other heavily regulated environments Benefits: Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer: 3 days of additional leaves on & above statutory requirement along with 2 days of voluntary leaves to pursue the CSR initiatives Business related certification expense reimbursement Comprehensive Medical Assurance coverage for dependents & Parents Cab transport for staff working in UK & US shift Accidental & Life cover 3 times of concerned CTC We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

Junior Business Partner – Central FP&A

Chennai, Tamil Nadu, India

10 years

Not disclosed

On-site

Full Time

Management Level G Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. Capitalising on India’s strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Overview: Junior Finance Business Partner, Central We are seeking a highly motivated and experienced Junior Finance Business Partner to join our offshore finance team in India. This role will provide essential financial support to the Group’s Central Functions, working closely with onshore Finance Business Partners to support Executive Committee leads in strategic decision-making and financial management. The Junior Finance Business Partner will play a key role in budgeting, forecasting, financial analysis, and performance reporting, ensuring that financial insights drive business performance and efficiency across the Central Functions. Core Duties/Responsibilities The successful candidate will be responsible for the following duties: Collaborate with Finance Business Partners to provide financial support to Executive Committee leads across the Group’s Central Functions (e.g. Finance, HR, Risk/Compliance/Legal, Property and Procurement). Support the wider financial planning processes, including annual budgeting, quarterly forecasting, and long-term financial modelling. Prepare and analyse financial reports, providing insights and recommendations to support cost control, efficiency, and strategic decision-making. Conduct variance analysis to identify trends, risks, and opportunities for improvement. Support the development of business cases for investment proposals and strategic initiatives within the Central Functions. Assist in streamlining financial processes and improving reporting accuracy and timeliness. Act as a liaison between finance team members based in India and the wider finance function, ensuring effective communication and alignment of objectives. Ensure compliance with financial policies, controls, and corporate governance requirements. Why Join Us? Opportunity to work in a dynamic and global finance environment. Exposure to senior stakeholders and strategic decision-making processes. Career development and learning opportunities within a growing finance function. Competitive salary and benefits package. If you are a strategic thinker with a passion for finance and business partnering, we would love to hear from you! Skills, Knowledge & Experience The successful candidate will demonstrate the following experience skills and behaviours: Experience Overall, 10 years of experience with 6+ years of relevant experience in finance business partnering, FP&A, or financial analysis roles. Experience working with offshore/onshore finance teams in a multinational or global organization. Strong analytical skills with the ability to translate financial data into actionable insights. Excellent communication and stakeholder management skills to engage effectively with senior leadership. Advanced proficiency in financial modelling, Excel, and business intelligence tools (e.g., Power BI, Adaptive Planning and Workday). Strong commercial acumen and problem-solving skills. Ability to work independently and proactively in a fast-paced environment. Education / Qualifications: University Qualified, MBA, CA/CWA Intermediate and CA/CWA Qualified Financial accountancy experience including UK GAAP within multi-national organisation will be an advantage. Skills & Abilities Self-starter with excellent interpersonal communication and problem-solving skills. Fluent English: written and spoken. Proven Leadership abilities and team working. Excellent organizational, communication and planning skills. Professional, credible individual with an ability to influence peers, superiors and subordinates. Adaptable with an ability to change direction and priorities if required. Achievement orientation: Driven by goals and deadlines. Ability to work well with people across the organisation. Ability to understand the detail behind processes. Good interpersonal and negotiation skills, including the ability to communicate effectively across different levels of the organisation. Benefits: Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer: 31 days + 9 bank holidays (UK). Comprehensive Medical Assurance cover. Two-way cab transport for staff working in UK & US shift. Maternity leave of 6 months full pay, 10days paid paternity leave. Accidental & Life cover 3 times of concerned CTC. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

Senior Information Security Risk Analyst

Chennai, Tamil Nadu, India

0 years

Not disclosed

On-site

Full Time

Management Level F Core Duties/Responsibilities Risk Identification, Assessment and Analysis As a Senior Information Security Risk Analyst, you will lead and conduct comprehensive security risk assessments across EQ’s internal systems, infrastructure, cloud platforms, third-party services, applications, mobile environments, and networks. Your role will be pivotal in identifying and evaluating potential cybersecurity threats and vulnerabilities, ensuring robust risk mitigation strategies are in place to protect EQ’s data and systems. You will work cross-functionally with stakeholders to embed security best practices and ensure alignment with regulatory and organisational standards. Review cloud architecture, deployment models, and services to identify gaps against industry best practices (e.g., CIS Benchmarks, NIST, ISO 27001). Collaborate with DevOps and Cloud Engineering teams to advise on security controls and risk mitigation strategies in AWS, Azure. Lead the analysis and interpretation of security data from diverse sources—including technical assessments, penetration test reports, and code reviews—to identify systemic vulnerabilities, inform strategic risk decisions, and guide enterprise-level remediation efforts. Drive the development and strategic recommendation of risk mitigation initiatives, translating assessment findings into actionable improvements to security policies, enterprise controls, and technical architectures Maintain Risk records and Risk Acceptances regarding IT, Information or Cyber Security in the Company’s Risk Register/GRC tool. Regulatory Requirements Identification Lead the interpretation and strategic integration of evolving cybersecurity regulations and standards (e.g., GDPR, NIST, ISO 27001, SOX, AI Act, DORA), in collaboration with Legal and Compliance, to ensure enterprise-wide alignment and risk-informed decision-making. Lead enterprise-level compliance assessments and cybersecurity gap analyses to evaluate EQ’s adherence to relevant regulations and frameworks. Embed these requirements into the broader Risk Management lifecycle, ensuring systematic enforcement across all new and evolving IT systems and applications Third-Party Risk Management Conduct Risk Analysis of existing and new third-parties playing a significant role in the Company’s supply chain and with access to Company or customer data or the Company’s systems Track any significant risk issues arising to completion over agreed timescales. Information Security Metrics & Reporting Oversee the aggregation and analysis of enterprise-wide risk data to identify emerging threats, and deliver strategic, data-driven insights and reports to Executive and senior leadership teams. Stakeholder Engagement Engage with various developers and stakeholders across the business in selecting tailored security training on the training platform. Engage in knowledge sharing sessions on emerging threats and security risk trends. Risk Method Development Lead the evolution and governance of the enterprise Security Risk Management Framework, collaborating across IT and security teams to embed effective technical controls (e.g. firewalls, encryption, MFA) and ensure policies, standards, and procedures align with best practice and regulatory requirements. Advise and enable secure software development by defining secure coding standards, guiding development teams, and integrating application security testing tools into the SDLC. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

TA Ops SME - CHN

Bengaluru, Karnataka, India

0 years

Not disclosed

On-site

Full Time

Management Level H Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. EQ India provides Information Technology Services, BPO, Marketing, Sales Support, People Services & Finance Shared services support to various EQ Group companies and clients of EQ. EQ India has 1300 employees- operating out of capability centres in Bangalore and Chennai. There has never been a better time to join EQ Role Act as a Subject Matter Expert supporting both the team and the team leader. Provide ongoing quality monitoring and coaching in order to improve the team’s performance and actively seek improvements to satisfy our customer needs. Core Duties and Responsibilities To ensure both new recruits and experienced team members are appropriately trained, coached and motivated so that their individual and collective performance meets the current and future performance of the business. Deliver training in accordance with business ang regulatory requirements in line with the Training Schedules in addition, also provide a structured coaching and support mechanism for new recruits whilst in the Academy environment. Analysis of key quality date to establish coaching priorities across team. Act as a point of reference for the team. Take ownership of resolution of any risks or issues identified and ensure Team Leader is fully aware of any ongoing issues. Work alongside the UK, US and Amsterdam operational team to ensure communication and operations are aligned. Ensure that the operational unit works to support our quality policy, information security policy and all aspects of our Integrated Management System. Support the team deliverable by undertaking a range of roles and tasks when required. Pursue personal development of skills and technical knowledge to adapt to the changing business environment. Your breaks will be scheduled and you are expected to comply with them, to ensure the process is always within Service Level Agreements. Your business shift hours and holiday calendar will be aligned based on your project allocation, i.e. UK or US. Achievement of agreed service standards. Motivation and efficiency of team members. Development of knowledge, competence and skills of self and team. Adherence to procedures, policies and Integrated Management System requirements. Quality of recommendations for continuous improvement. Effectiveness of change management and communication. Effective communication with team stakeholders. Competencies And Experience The candidate should demonstrate the following experience, skills and behaviours: Prior Transfer Agent or Securities Industry experience within the financial market. Deliver quality to our customers. Drive to improve results and standards by working together as a team Taking ownership and responsibility, Exhibit exceptional leadership skills Explains or presents information to individuals or groups in a structured, clear, confident and concise way avoiding the use of jargon. Explains the reasoning behind what is being said to ensure understanding and acceptance. Produces clear and concise reports and other written material (both draft and final form) usually of a detailed and sometime technical nature, which are understandable to those with or without knowledge of the subject matter. Uses basic time management techniques to plan, manage and prioritise own work effectively, making most efficient use of the time available. Plans, co-ordinates and controls the work and resources of the team. Objectively assess the performance of others in accordance with the process, assessing capabilities and potential. Excellent verbal, written, and interpersonal communication skills Give constructive feedback in order to identify individual’s development needs. Maintain consistency and fairness throughout the process. Has a very good understanding of the Group’s overall aims, structures, policies and culture, together with a good knowledge of the policies, operations, systems and relevant strategies pertaining to specific areas of the business. Able to assess the impact of change on products, systems, processes and people. Develop and maintain relationships with key contact in all relevant areas. Should have good understanding of the business environment in which Equiniti operates and of industry best practice. Has a good awareness of the likely impact of economic, political, social and regulatory change on Equiniti’s business and overall aims, including relevant IT industry developments. Maintain an understanding of competitor services and initiatives and how they may be turned to advantage. Ability to multi task and meet deadlines while working in a fast paced, high volume environment May require the need to travel to other locations. Willing and able to work extended hours as needed. Benefits: Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer: 3 days of additional leaves on & above statutory requirement along with 2 days of voluntary leaves to pursue the CSR initiatives Business related certification expense reimbursement Comprehensive Medical Assurance coverage for dependents & Parents Cab transport for staff working in UK & US shift Accidental & Life cover 3 times of concerned CTC We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

Senior Data Analyst/SME

Chennai, Tamil Nadu, India

0 years

Not disclosed

On-site

Full Time

Management Level G Business Division: EQRS Shared Services Business Function / Department: Reporting, BI Services Job Title: Reporting Analyst/ Power BI Analyst/Developer (SME) Reporting to (Job Title): Head of Data and Reporting Services Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. Capitalising on India’s strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Role overview The objective of the role is to contribute towards the setup of a newly centralised Reporting and Business Intelligence (BI) team withing Retirement solutions (SS) Share Services. The role is required to work collaboratively with the RS stakeholders to develop new more automated and insightful reporting processes, using tools such as SQL, Power BI and Fabric. Gather business requirements in BI context and design BI solutions, and data models to transform complex raw data into meaningful interactive insights. Develop and maintain dashboards and interactive visual reports using Power BI, including performing DAX queries, Power Query and functions in Power BI App and Service. Work directly with stakeholders team members in the UK and India and built strong trusting relationships to ensure requirements are understood and collaborative solution delivery is achieved. Develop new data access processes, ETL and Storage processes including cloud based, with connection to Power BI. Writing and developing SQL scripts from scratch and working with complex SQL databases. Develop new Microsoft Fabric solution to drive data and reporting. Work with complex excel tools, spreadsheets and functions. Analyse and cleanse source system data to ensure it’s accurate, consistent and reportable. Work on multiple complex projects simultaneously, ensuring all work is planned, documented and delivered to high standard on time. Design detailed project/develop plans and capture in core tools such as Jira day to day. Document process, models, designs, and solutions. Drive business and client decision marking through standardisation and optimisation of all internal and client reports. Skill requirement Hard skills include strong knowledge and experience with: Strong communication skills in English at fluent business level is essential. Extensive experience designing, building and maintaining Power BI dashboards (Desktop App & Service), including DAX and Power Query. Strong experience SQL script writing and database management. Strong Microsoft Excel Experience. Experience with Microsoft Fabric advantageous. Good knowledge of testing approaches/methods, and experience of devising and running testing procedures We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

TA Ops - Principle Process Executive

Chennai, Tamil Nadu, India

3 years

Not disclosed

On-site

Full Time

Management Level H Equiniti (‘EQ’) is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6,000 employees, it supports 37 million people in 120 countries. EQ helps organisations to meet their regulatory requirements and undertake complex tasks, by combining specialist expertise with market-leading technology. Our technology platforms and solutions are used by 70% of the FTSE 100. EQ is owned by Siris Capital Group LLC, a US based private equity business. EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Performs operational accounting activities related to transfer agency and shareowner account maintenance. Duties may include: Providing operational accounting support to internal business groups and/or operations departments. Ensuring that transactions are being managed within the process, procedure and policy requirements. Analyzing and reviewing shareowner/client documents for accuracy; tracing and investigating transactions to resolve questionable data and applying corrective actions when necessary. Performing customer account maintenance duties; reviewing taxes/share balance. Assists and provides guidance to lower level operations accounting clerks and specialists with reconciliation of complex problems. May have direct/indirect responsibility for supporting, advising, and resolving disputes for customers, clients /vendors. Acts as a subject matter expert and handles escalations, investigations. May have indirect/direct interaction with internal and external clients. Performs complex projects as requested. PPE should manage complex to critical escalations with line of business and resolve all problem/issues in the process independently. PPE should be collaborative with peers and with all stake holders on projects and ad hoc projects. PPE should display good team work and should have high quality standard across processes. Prepares various reports on a weekly, monthly and annual basis. Train the team on process, domain or any other subject related to process/knowledge enhancement. Analyze the errors and suggest solutions for the root cause, and help the team to build quality and achieve high quality result, and reduce/eliminate errors to zero. PPE should identify area of development and come up with automated solutions (projects), should be good at Excel and other tools to enhance the process. PPE should support the team during crisis and manage the crisis situation well and deliver the work with desired result to the line of business. Effective communication within the team and with the line of business and with other stakeholders (cross function teams, team leaders, and managers). PPE should demonstrate high level sense of urgency and help to build the team morale, and develop the team members to the next levels in the process. Skills/Experience Required: 3 to 4 years of overall experience with a minimum of 2+ Years of experience in Capitaal Markets or Transfer agency industry Strong understanding of the following operational disciplines, policies and procedures of transfer agency. Excellent interpersonal and communication skills and experience in Managing LOB expectation in line with the business needs Manage work performance of team members with high quality standards for self and team Enthusiastically motivate team members to increase productivity in high quality. Strong in analysis, decision-making and problem solving skill Exhibits decent numerical and detail oriented skills Preferred Skills Understanding US Security Exchange Commission regulatory policies and procedures. Have strong domain knowledge of Transfer agency business. Advanced knowledge of MS Excel, MS Word; Microsoft Access is preferred Benefits: Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer: 3 days of additional leaves on & above statutory requirement along with 2 days of voluntary leaves to pursue the CSR initiatives Business related certification expense reimbursement Comprehensive Medical Assurance coverage for dependents & Parents Cab transport for staff working in UK & US shift Accidental & Life cover 3 times of concerned CTC We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

TA Ops - PE/SPE/PPE

Chennai, Tamil Nadu, India

0 years

Not disclosed

On-site

Full Time

Management Level H Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. Capitalising on India’s strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Job Description: Performs operational accounting activities related to transfer agency and maintenance. Duties may include: Providing operational accounting support to internal business groups and/or operations departments. Ensuring that transactions are being managed within the Process procedure and policy requirements. Analyzing and reviewing shareowner/client documents for accuracy; tracing and investigating transactions to resolve questionable data and applying corrective actions when necessary. Performing customer account maintenance duties; reviewing taxes/share balance. Assists and provides guidance to lower level operations accounting clerks and specialists with reconciliation of complex problems. May have direct/indirect responsibility for supporting, advising, and resolving disputes for customers, clients /vendors. Technical Skills: Able to multi-task to accomplish tasks effectively Able to interpret the share transfer forms Strong verbal & written communication skills Analytic skill Attention to detail Excellent data entry skills Good Math and accounts skills Ability to work quickly & accurately while maintaining acceptable standards of workmanship Quick learner with the ability to retain high volume of information Ability to recognize and escalate to management if a shareholder has made multiple attempts to complete a transaction. Other Skills: Highly motivated with strong organizational and analytical skills and attention to detail. Flexibility to work different shifts and to work overtime Ability to succeed in a team environment. Ability to learner quickly and transfer knowledge. General understanding of the stock market or financial industry. Benefits: Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer: 3 days of additional leaves on & above statutory requirement along with 2 days of voluntary leaves to pursue the CSR initiatives Business related certification expense reimbursement Comprehensive Medical Assurance coverage for dependents & Parents Cab transport for staff working in UK & US shift Accidental & Life cover 3 times of concerned CTC We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

TA OPs Senior Process Executive - CHN

Chennai, Tamil Nadu, India

0 years

Not disclosed

On-site

Full Time

Management Level H Equiniti (‘EQ’) is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6,000 employees, it supports 37 million people in 120 countries. EQ helps organisations to meet their regulatory requirements and undertake complex tasks, by combining specialist expertise with market-leading technology. Our technology platforms and solutions are used by 70% of the FTSE 100. EQ is owned by Siris Capital Group LLC, a US based private equity business. EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments , COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role To carry out a range of assigned duties in accordance with predetermined procedures and service standards under appropriate guidance and direction. Ensure the prompt and accurate handling of requests from on behalf of our clients, as a service to high level executives and/or shareholders. Act as a liaison between the Relationship Managers and clients ensuring the daily review and completion daily work assigned. Business Function Equiniti is a leading provider of technology and solutions for complex and regulated administration and payments. Our technology platforms are used by 70% of the FTSE 100, Government and other large corporates, particularly in banking, insurance and other financial services. EQ India Operations team works closely with the EQ Group functions across UK, US and Amsterdam to provide operations support to Shareholder Solutions, Pensions Solutions, Investment Services, Transfer Agency Services, Employee Benefit Solutions, KYC Operations, Customer Experience Centre, Reconciliations, and Innovation. This service is delivered from our offices in India based out of Chennai and Bangalore. Core Duties and Responsibilities Carry out a range of assigned clerical / support duties ensuring prompt and accurate completion of all relevant account / data administration requirements within agreed service standards. Respond to a range of general standard processing enquiries referring to senior colleagues where appropriate. Contribute to the completion of the team’s workload. Improve own skills as knowledge within the operational team taking opportunities to identify area for improvement to processes and service. Undertake duties at a similar level as required. Ensure compliance with Equiniti’s procedures, standards and reporting requirements, together with all relevant regulatory and statutory requirements, where appropriate implementing actions to protect our business at all times. Always to undertake the duties of this role in accordance with the requirements of the company’s Regulators, including Securities and Exchange Commission (SEC) Principles for Business. Complete work within the security arrangements of Equiniti. Any deliberate contravention of these procedures may lead to disciplinary procedure. Ensure that all work is undertaken within the quality system. Ensure that work and ethics comply with all security arrangements both physical and information. Competencies and Experience Carrying twelve months experience as a processing agent . Knowledge of stock option, restricted stock/unit. Proven record of excellent quality and productivity. Excellent oral and written communication skills Ability to work effectively with all internal groups, clients and outside brokers Strong understanding of Microsoft Office applications such as Excel, Word and PowerPoint Strong ability to effectively solve problems through initiative, resourcefulness, creativity, self motivation, and a sense of urgency Bachelor’s degree preferred Uses clear and concise speech to communicate effectively and confident in delivery to others Uses straightforward personal planning to organise own work effectively. Knows where to find things and adheres to deadlines A good understanding of specified products, routine tasks and procedures within own team, including some non-routine activities Where appropriate is aware of regulatory practices and constraints which impact on own work. Willing to work in US Shift timings. Benefits: Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer: 3 days of additional leaves on & above statutory requirement along with 2 days of voluntary leaves to pursue the CSR initiatives Business related certification expense reimbursement Comprehensive Medical Assurance coverage for dependents & Parents Cab transport for staff working in UK & US shift Accidental & Life cover 3 times of concerned CTC We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

Customer Experience Executive

Bengaluru, Karnataka, India

0 years

Not disclosed

On-site

Full Time

Management Level H Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. Capitalising on India’s strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ Customer Experience Executive: To assist shareholders buying and selling shares in accordance with predetermined procedures and service standards under appropriate guidance and direction. Also supporting customer queries. The Customer Experience Executive will also be required to support the SME by acting as an SME to the more junior team members when required as well as supporting any training Core Duties/Responsibilities Answer inbound calls, emails from Shareholders and assist them to buy or sell shares within the agreed service standards or answer there queries on the holding. Answer inbound calls from Shareholders and assist them to buy or sell shares within the agreed service standards. Respond to basic queries referring to senior colleagues where appropriate. Contribute to the completion of the team’s workload. Improve own skills as knowledge within the operational team taking opportunities to identify area for improvement to processes and service. Always to undertake the duties of this role in accordance with the requirements of the company’s Regulators, including FCA’s Principles for Business. Competencies And Experience Proven record of excellent quality and productivity. Uses clear and concise speech to communicate effectively and confident in delivery to others. Selects appropriate information to complete standard letter. Produces accurate and legible written work at all times. Deals with a greater level of complex correspondence and acts as SME. Uses straightforward personal planning to organise own work effectively. Supports the Team Leader in the daily management of the team. Knows where to find things and adheres to deadlines. An experienced user of all systems within our operation, understanding and able to communicate clearly to others the functions for producing a range of outputs. Has an understanding of the main activities of own business unit/area. Able to communicate this effectively to other team members. A good understanding of specified products throughout the India operation. Where appropriate is aware of regulatory practices and constraints which impact on own work and those of the team. Benefits 3 days of additional leaves on & above statutory requirement along with 2 days of voluntary leaves to pursue the CSR initiatives Business related certification expense reimbursement Comprehensive Medical Assurance coverage for dependents & Parents Cab transport for staff working in UK & US shift Accidental & Life cover 3 times of concerned CTC We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

Team Lead-KYC

Chennai, Tamil Nadu, India

7 years

Not disclosed

On-site

Full Time

Management Level G Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. Capitalising on India’s strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Core Duties And Responsibilities Organise, plan, control and monitor workflow, co-ordinating resource to ensure that the daily workload is consistently completed in line with agreed service standards. Monitor the performance of the team, recommending and implementing changes to the way in which the team operates to improve service quality and process efficiency supporting line management in the implementation of centrally driven changes when required. Input in to the development of individual team members, ensuring cross training is carried out and there is sufficient knowledge and resource to cover absences. Work alongside the UK operational team to ensure communication and operations are aligned. Recognise and analyse trends in problem occurrence and workflow, investigate further when appropriate and implementing changes or co-ordinating support from other parties to resolves matters and minimise the risk of re-occurrences. Monitor the team compliance with internal policies, procedures, external regulations and data security, report or escalating non-conformance as necessary. Ensure that the operational unit works to support our quality policy, information security policy and all aspects of our Integrated Management System. Support the team deliverable by undertaking a range of roles and tasks when required. Oversee customer onboarding and periodic reviews to ensure adherence to AML (Anti-Money Laundering) and KYC regulations. Development of knowledge, competence and skills of self and team. Adherence to procedures, policies and Integrated Management System requirements. Quality of recommendations for continuous improvement. KYC & Compliance experience: Oversee customer on boarding and periodic reviews to ensure adherence to AML (Anti-Money Laundering) and KYC regulations. Review high-risk customer profiles and escalate issues as necessary. Ensure timely completion of KYC checks, risk assessments, and documentation verification. Collaborate with internal stakeholders such as Compliance, Risk, and Operations teams. Keep up to date with regulatory changes in KYC, AML, and financial crime policies. Ensure compliance with internal policies, procedures, and external regulatory requirements. Assist in audits and regulatory inspections, providing necessary documentation and reports. Identify gaps in the KYC process and recommend improvements for efficiency. Implement automation and technology-driven solutions to enhance compliance operations. Prepare and present periodic reports on KYC performance, trends, and risks to senior management. Qualifications & Skills: Bachelor’s degree in Finance, Business Administration, or a related field. 7+ years of experience in KYC/AML compliance, with at least 2 years in a leadership exposure. Strong knowledge of regulatory frameworks (e.g., FATF, FinCEN, RBI, SEBI, FCA). Excellent leadership, analytical, and problem-solving skills. Ability to work under tight deadlines and handle multiple priorities. Proficiency in KYC tools, databases, and compliance software. Strong communication skills for liaising with internal teams and regulators. Benefits: Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer: 3 days of additional leaves on & above statutory requirement along with 2 days of voluntary leaves to pursue the CSR initiatives Business related certification expense reimbursement Comprehensive Medical Assurance coverage for dependents & Parents Cab transport for staff working in UK & US shift Accidental & Life cover 3 times of concerned CTC We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

RM associate/Principle Process Executive

Chennai, Tamil Nadu, India

0 years

Not disclosed

On-site

Full Time

Management Level H Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide. Capitalising on India’s strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK. EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. JOB SUMMARY (what’s your elevator speech for the value this role provides) The RM Associate role is an entry level role within Issuer and Investor Services. The primary purpose of the role is to assist Relationship Managers with non-customer-facing tasks in service of client (issuer) requests. Tasks such as setting up dividends, researching items in various EQ systems, setting up proxy ship out memos, coordinate with share proof, review Excel file, and approve release of the dividend file. Also remove lockup legends, generate duplicate statements for clients. Additional tasks include researching, data entry and maintenance of tax information required for the return of capital. Will also distribute and collect authorized signer and authorized wire initiators/requestors with issuers via email, and record the records in the system. Familiarity with Unity system and some basic workflow processing components of Sirius is required. Will also likely access additional systems or applications including accounts receivable/Workday. Process lockup legend removals. Generate repeatable reports for issuers on a regular cadence and ad hoc as requested from Sirius and user portals. Essential Functions (4-6 specific functions) PERCENT (%) (typically > 20%) Enable client satisfaction and retention through prompt, thorough and accurate response and resolution to client issues and inquiries. 55% Ensure regulatory compliance within client portfolios through the distribution and return receipt of required government forms, documents and authorizations. 10% Expand revenue opportunities through taking rote administrative tasks from RMs to do freeing them to upsell and crossell. 20% Record all work in systems for quick retrieval and use by many other functional groups through learning client portfolios, building internal and external relationships and mentoring with an experienced Relationship Manager. 15% SCOPE OF JOB (budgetary, resource control, scope, and complexity of function ) RM Associate will be aligned with a team of Relationship Managers once fully onboarded. Each Relationship Manager’s assigned client portfolio will vary in terms of the number and types of clients in the portfolio as well as revenue size. Client portfolios are tiered based on a variety of factors, including client market cap, current revenue volume to EQ, future potential revenue volume, and the number of shareholders served. Will need to be able to interpret requests from RMs and their RD managers and communicate back in a collaborative and timely manner. Will take direction from the U.S.-based Relationship Directors and RMs,but will be managed in day-to-day tasks and administratively by local Site Director. Qualifications And Experience Demonstrated ability to learn and use new technology systems to access information. Knowledge Microsoft office suite with an emphasis on Outlook and Excel for daily tasks and Word andSirius,Workday,Unity (Salesforce)All aspects of the role leverage this software suite. Its common in any college or workplace environment. Skills & Abilities Analytical Ability, Prioritization and time management,Attention to detail and accuracy,Communication skill Interpret requests and think in self-directed way best way to handle the request.Used in all aspects of the job. Basics should be possessed upon entry into the role and honed to our environment over time. Carefully review documentation with requests for compliance to EQ policies. Document all activity in Unity and other systems. Basics of this should be possessed upon entry into the role. However, molding it to fit our RM and RD ‘clients’ internally, and limited written interaction with issuer clients. Includes good written correspondence with team in the U.S. Benefits: Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer: 3 days of additional leaves on & above statutory requirement along with 2 days of voluntary leaves to pursue the CSR initiatives Business related certification expense reimbursement Comprehensive Medical Assurance coverage for dependents & Parents Cab transport for staff working in UK & US shift Accidental & Life cover 3 times of concerned CTC We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. Show more Show less

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