Team Leader, Fin Reporting

Northern Trust

5 - 10 years

7 - 11 Lacs

bengaluru

Posted:-1 days ago| Platform:

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Skills Required

team management analytical process control billing investment banking outsourcing investment management ms office principal financial services

Work Mode

Work from Office

Job Type

Full Time

Job Description

Working within the Outsourcing Department serving the Operations function for a range of Investment Management clients
Develop and implement process control procedures and recommend solutions to recurring operations problems
Performs the work of the unit, serving as backup where volume or absence warrants
Ability to understand customer segments and apply different servicing approaches based on customer knowledge level
Continuously develop industry/product knowledge; continually aim to improve the service offered to our clients and the systems and processes to achieve efficiencies and manage risk

Principal Responsibilities

Strong accounting / financial services/ capital markets work experience or equivalent knowledge
Demonstrate through examples /evidence of strong operations knowledge including secondary review controls, risks mitigation
Demonstrate through examples /evidence day to day team management, mentor/coach team members and sharing feedback
Demonstrate through examples /evidence analytical ability, problem solving, and escalation of issues
Intermediate proficiency of MS Office specifically Excel and PowerPoint
Demonstrate through examples /evidence excellent written and verbal language skills, ability to independently address technical non-technical issues, knowledge share / training sessions conducted , proactively troubleshoot and manage escalations, and work with global teams
Demonstrate through examples /evidence, the above listed core skills and competencies in the current role over a period of at least 24 months OR overall industry experience of 6+ years
Responsible for all the business deliverables of Accounting / Reporting / Fee Billing functions.
Lead and organize the work of the team, set short-term priorities, ensure timely and accurate completion of the work.
Responsible for delivery of all client reports accurately and within specified timeframes.
Should take care of any escalations and focus on resolution of complex transactions, where expertise is required to interpret policies, guidelines and/or processes.
Maintain and monitor Key Performance Indicators for the functional areas under control and lay down corrective measures to improve indicators that have breached standards.
Ensure team is familiar with and understands requirements described in the Clients SLA s.
Manage the performance of employees within the team
Ensure continued training and staff development, monitoring the performance and development and training of individuals within the team.
Ensure fair allocation of tasks amongst the team. Ensure appropriate cover is arranged when managing absence.
To ensure due oversight and controls over the daily processes covered by the team.
Interact effectively with home country team in resolving exceptions arising out of daily processing and to improve service delivery of Bangalore team.

KNOWLEDGE / Skills / Experience

Essential

Strong accounting / financial services/ capital markets work experience or equivalent knowledge
Demonstrate through examples /evidence of strong operations knowledge including secondary review controls, risks mitigation
Demonstrate through examples /evidence day to day team management, mentor/coach team members and sharing feedback
Demonstrate through examples /evidence analytical ability, problem solving, and escalation of issues
Intermediate proficiency of MS Office specifically Excel and PowerPoint
Demonstrate through examples /evidence excellent written and verbal language skills, ability to independently address technical non-technical issues, knowledge share / training sessions conducted , proactively troubleshoot and manage escalations, and work with global teams
Demonstrate through examples /evidence, the above listed core skills and competencies in the current role over a period of at least 24 months AND overall industry experience of 6+ years

Experience

Years working experience: >5 years
Relevant industry: Financial Services, preferably Investment Banking, Investment Management
Strong understanding of Accounting / Reporting / Fee Billing concepts
Experience in leading staff and processes

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