Responsible for review of Financial Statements with Disclosures and other ad-hoc service requests for complex funds and/or corporate clients.
Responsible for the preparation of complex reporting requirements, when necessary.
Monitors the timely and accurate deliverables of their teams, and intervene, as necessary.
Acquire knowledge to become specialists of their designated clients' requirements and deliverables.
Monitors their teams' compliance as they follow procedures and checklists following SSAE and other similar statutory requirements of the clients their teams handle.
Provides guidance and coaching to the team in both technical and more on the non-technical aspects of their role.
Seeks knowledge and expertise for their own professional development.
Initiates the development of the technical competencies of their teams by providing feedback on their deliverables and endorsing them to the appropriate learning & development activities
Monitors the development and assigned trainings of their teams.
Monitors and provides support to cluster counterparts escalations and involves the relevant stakeholders.
Monitors the agreed timelines of deliverables with the cluster counterparts and provides support for escalations to ensure that their teams carry out the work, as agreed.
To be able to effectively communicate and relate with various stakeholders of the team. Maintains and enhances relationships through crucial conversations.
Monitors that all client cluster requirements are thoroughly being reviewed and follows standards.
To act as an alternate for the Head of Delivery based on business needs which may include cluster client responsibilities, administrative tasks, and team management.

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