Work from Office
Full Time
Role Proficiency:
A Voice Lead Able to take customer support calls effectively and efficiently resolve the issue handle escalated calls perform call quality monitoring and reporting and coach team towards meeting SLAs.rnA Data Lead Able to process complex transactions resolve queries from team and clarify complex scenarios while ensuring that quality of output and accuracy of information is maintained in alignment with SLAs.
Outcomes:
With the right coaching and supervision a lead will be able to do the following:
Measures of Outcomes:
Outputs Expected:
Production:Skill Examples:
Knowledge Examples:
Team leader Post trade As a Team Leader, you will manage complex corporate actions, collaborate with various departments, such as Investment, Compliance, Tax, and Accounting, and work closely with external stakeholders and counterparties. This role requires you to thrive in a fast-paced environment while adhering to tight deadlines and continuously learning new technologies to improve processes. Additionally, you will guide the development and performance of the Analysts on your team, ensuring a high level of operational efficiency. ________________________________________ Task and activities: - Scrutinize and identify new event sources from multiple custodians and data vendors. - Create and manage composite corporate action records within the system, aligning options across custodians. - Review and approve corporate action records created by team members. - Ensure corporate action event details are communicated to the investment team within agreed timelines. - Manage authorized Fund Manager decisions for elective corporate actions. - Reconcile holdings between custodians and internal systems, resolving discrepancies or escalating issues as needed. - Prepare, authorize, and release instructions to custodians in a timely and accurate manner. - Review and confirm instructions created by team members before sending them to custodians. - Ensure successful transmission of instructions and confirmation of receipt for non-default instructions. - Accurately book stock and cash entitlements for corporate actions. - Monitor and manage compliance s during the lifecycle of corporate actions. - Ensure all processes are checked and authorized in compliance with established procedures and controls. - Maintain proper documentation for all corporate actions, ensuring timely event closure. - Oversee and resolve queries received through corporate action mailboxes, ensuring team members take ownership and respond promptly. - Proactively escalate potential issues before they become significant risks. - Investigate and resolve stock and cash breaks related to corporate action bookings. - Ensure all critical daily tasks are completed, signed off, and accurately reported. - Assist the manager in performance appraisals and policy enforcement. - Develop team members to meet both team and business objectives. - Provide training on specialist product knowledge and contribute to department and company-wide initiatives. - Ensure any identified issues are disclosed fully and in a timely manner, with full documentation on the same day. ________________________________________ Asset Classes Managed: - Equities - Bonds - Unit Trusts - CFDs - Leveraged Loans - Private Assets ________________________________________ Required and preferred skills: - At least 7+ years of professional experience in corporate actions, including both mandatory and voluntary actions, within a Custodian or Asset Manager setting. This includes managing events such as dividends, stock splits, rights issues, mergers and acquisitions, spin-offs, tender offers, share buybacks, and liquidations. - Strong technical proficiency in handling end-to-end corporate actions and understanding the associated risks and market implications. - Ideally, a broader experience in Banking or Asset Management, with a comprehensive understanding of the asset lifecycle. - Experience processing corporate actions and income, particularly on platforms like Aladdin, is preferred. - Proven ability to independently execute processes, take ownership of outcomes, and challenge existing procedures to drive continuous improvement. - Strong numerical and analytical skills, including the ability to conduct root cause analysis. - Deep awareness of the risks inherent in corporate actions and a proactive approach to mitigating those risks. - Excellent time management and prioritization skills, with the ability to manage multiple tasks under tight deadlines. - Outstanding communication skills and the ability to build strong working relationships across departments and with external parties. - Experience working with asset classes such as Equities, Bonds, Unit Trusts, and CFDs is essential; experience with Private Assets and Leveraged Loans is a plus. - Relevant asset management qualifications, such as the Investment Operations Certificate (IOC), CFA Institute Investment Foundations, or similar certifications, are desirable. - Strong leadership and team development skills, with the ability to coach and mentor team members. - Proactive problem-solving skills, with a strong focus on operational risk management. - Open to feedback and committed to personal and team development, constantly seeking opportunities for improvement. - Ability to adapt to change and foster an innovative culture within the team.
Leadership Development,Trade Lifecycle,Trade Management
UST
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