דרושים Team Developer ב-Bank Of America ב-India, Gurugram

Process Overview*

Aligned under Wealth Management Operations and reporting into Onboarding & Maintenance Support, Banking Onboarding & Maintenance provides opening and title maintenance changes to Merrill clients who open or own a Consumer bank deposit product such as a checking or savings account.

Job Description*

This individual should be comfortable in a fast-paced, detail-oriented environment and is dedicated to maintaining the highest standards of accuracy and Turnaround time.

The candidate is expected to resolve queries and provide support to the team in critical situations. Sense of urgency and attention to detail are pivotal competencies required to perform the functions.

Critical thinking skills are a must as documents discrepancy can occur for a variety of reasons due to the nature of procedural standard set by the Bank for accepting documents.

This is an extremely high-risk process with stringent accuracy & productivity target.

Responsibilities*

• Complete daily deadlines in a timely manner.
• The processors will need to use critical thinking to decipher and identify documents discrepancy vs information available on internal system of records.
• Provide a high level of quality service, support, and responsiveness and communicate effectively.

Requirements*

• Creative and analytical approach to problem solving
• The candidate should have good understanding of US Banking structure.
• Strong communication and interpersonal skills and ability to change communication style based on the audience.
• Document review.
• Strong knowledge in MS Office products including MS Excel.
• Attention to details and drive for accuracy.
• Ability to work well under pressure.
• Flexible for shifts.

Minimum Commerce Graduate

Certifications If Any - Any certification in finance or banking

Experience Range*

0 months to 24 months

Foundational skills*

• Basic banking and Wealth management knowledge
• Eye for detail
• Toggling between multiple system
• Good communication and listening skills.
• Strong analytical skills with great attention to details
• Organized and able to multi-task in a fast-paced environment

Desired skills:

• Highly motivated, able to work independently
• Excellent interpersonal skills, positive attitude, team-player
• Willingness to learn and adapt to changes
• Good knowledge with Microsoft Excel & PPT

Process Overview*

Aligned under Wealth Management Operations and reporting into Onboarding & Maintenance Support, Banking Onboarding & Maintenance provides opening and title maintenance changes to Merrill clients who open or own a Consumer bank deposit product such as a checking or savings account.

Job Description*

This individual should be comfortable in a fast-paced, detail-oriented environment and is dedicated to maintaining the highest standards of accuracy and Turnaround time.

The candidate is expected to resolve queries and provide support to the team in critical situations. Sense of urgency and attention to detail are pivotal competencies required to perform the functions.

Critical thinking skills are a must as documents discrepancy can occur for a variety of reasons due to the nature of procedural standard set by the Bank for accepting documents.

This is an extremely high-risk process with stringent accuracy & productivity target.

Responsibilities*

• Complete daily deadlines in a timely manner.
• The processors will need to use critical thinking to decipher and identify documents discrepancy vs information available on internal system of records.
• Provide a high level of quality service, support, and responsiveness and communicate effectively.

Requirements*

• Creative and analytical approach to problem solving
• The candidate should have good understanding of US Banking structure.
• Strong communication and interpersonal skills and ability to change communication style based on the audience.
• Document review.
• Strong knowledge in MS Office products including MS Excel.
• Attention to details and drive for accuracy.
• Ability to work well under pressure.
• Flexible for shifts.

Minimum Commerce Graduate

Certifications If Any - Any certification in finance or banking

Experience Range*

0 months to 24 months

Foundational skills*

• Basic banking and Wealth management knowledge
• Eye for detail
• Toggling between multiple system
• Good communication and listening skills.
• Strong analytical skills with great attention to details
• Organized and able to multi-task in a fast-paced environment

Desired skills:

• Highly motivated, able to work independently
• Excellent interpersonal skills, positive attitude, team-player
• Willingness to learn and adapt to changes
• Good knowledge with Microsoft Excel & PPT

Process Overview

This individual should be comfortable in a fast-paced, detail-oriented environment and is dedicated to maintaining the highest standards of accuracy and Turn around time.

The candidate is expected to resolve queries and provide support to the team in critical situations. Sense of urgency and attention to detail are pivotal competencies required to perform the functions.

Job Description

Critical thinking skills are a must as breaks can occur for a variety of reasons due to the nature of Managed Account strategies.

Responsibilities*

• Complete daily deadlines in a timely manner.
• The processors will need to use critical thinking to decipher internal transactions compared to external activity that occurred at the Fund
• Provide a high level of quality service, support, and responsiveness and communicate effectively.

Requirements*

• Creative and analytical approach to problem solving
• The candidate should have good understanding of Booking keeping, Journal Entries, Reconciliation
• Strong communication and interpersonal skills and ability to change communication style based on the audience
• Strong knowledge in MS Office products including MS Excel, PowerPoint
• Attention to details and drive for accuracy
• Ability to work well under pressure
• Flexible for shifts

Minimum Commerce Graduate

Certifications If Any - Any certification in finance or banking

Experience Range*

0 months to 24 months

Foundational skills*

• Basic banking, Reconciliation and Wealth management knowledge
• Good communication and listening skills.
• Strong analytical skills with great attention to details
• Organized and able to multi-task in a fast-paced environment

Desired skills:

• Highly motivated, able to work independently
• Excellent interpersonal skills, positive attitude, team-player
• Willingness to learn and adapt to changes
• Good knowledge with Microsoft Excel & PPT

Process Overview*

• The Securities Exchange Act of 1934 which requires Merrill Lynch to verify client profile information when a new account is opened or if there is any account’s investment objective change or periodically, must occur at least once every 36 months. CM&PD team review the images of scanned Client Data Validation letters returned by the client and identify which data attributes need to be updated based on the returned form, and make the respective updates in Client Profile/Client 360. Team also review the deceased status of the client and report out if find any discrepancy and makes reports available to different stake holders for further processing. Team Link the customer’s Bank of America relationship on the ML platform that enables the Financial Advisors to review the entire client relationship. Another function that team has to update the four core data attributes (Name, Address, DOB and TIN) from 20-90 days ageing of cases. The core data updates or change will either be accepted or rejected by the team to update the client’s profile with the most recent changes. Team also manage the work of Consolidated Audit Trail Phase 2e, this is the process to manage and remediate client data as per the FINRA requirements as a part of adopted Rule 613 on July 11, 2012.

Job Description*

• Responsible for the review and update the client’s information in the client’s profile.
• Identify and track on Large Trader who could possibly influence the market.
• SEC needs data of Large Trader hence, GBS team review and send alert to branch office to take action to add the Large Trade Identification from the client.
• Team also Delink the Bank Accounts from the Brokerage profiles.
• Responsible to interact with LOB and Branch Offices via email and over calls.
• Provide a high level of quality service, support, and responsiveness to clients of Merrill Lynch, internal clients, and communicate effectively with branch & LOB.
• Prepare Deceased Customer reports for different stakeholder
• Team also manage the work of Consolidated Audit Trail Phase 2e, this is the process to manage and remediate client data as per the FINRA requirements as a part of adopted Rule 613 on July 11, 2012.

Responsibilities*

• Responsible to meet SLA and take ownership to complete the task.
• Interact with LOB and Branch Offices via email and over call.
• Keep focus on accuracy and deliver error free work

Requirements*

• Education* Any Graduate
• Certifications If Any NA
• Experience Range* 2-4 Year
• Foundational skills* Knowledge of Wealth Management and Investment Products , Merrill Lynch Products, Good Communication skills, Basic MS Excel Skills; Work under pressure,

NA

17:30 to 2:30

Fixed Saturday and Sunday Off

Job Description

• Fail investigation and remediation for failing trades.
• Interact closely with internal and external teams to manage Fails and Breaks and Collateral.
• Prioritize, investigate and add commentary to Fails and Breaks.
• Create managerial reports, workload statistics, and provide value-added analysis to the business.
• Taking additional initiatives apart from daily activities
• Drive Change – To identify workflow/systems inefficiencies and come up with new ideas for improvement and share the best practices with the team.

Responsibilities

• Good understanding of Global Capital Markets especially for Equities & Fixed Income products
• Ability to maintain good connect with LOB partners and able to handle Issues and Escalations independently.
• To contribute towards consistent delivery on Business metrics along with other new responsibilities and setting higher standards of self and Team performance
• Excellent Communication skills both written & spoken.
• Analytical thinking & logical reasoning for rational decision making.
• An understanding of Project Management and Six Sigma concepts & tools
• Build productive teams that works effectively together to achieve or exceed set operational targets & client Service Level Agreements (SLA's)
• To create improvements in business processes by contributing ideas and implementing agreed changes into the team's day-to-day operations
• To perform all tasks following company policy and procedures, including legal & regulatory requirements, and to prescribed company standards.
• Act as a process SME and ensure to be morale booster for the team.
• Understanding of Business Continuity Management
• Act as a catalyst in mentoring and grooming team members and prepare them for higher responsibilities.
• To provide coaching & support to individuals to develop their skills, acting as a role model for excellent behavior and performance.
• Encourage two-way communication with the team.
• Liaise with LOB effectively to manage the service delivery is in line with the SLA.
• Experience in handling the monthly deliverables like Dashboards/Risk Matrix etc.
• Ensure contingency plans / flexibility in staff levels to manage workload in adverse conditions (e.g. sickness, holidays etc)

Requirements*

Education: Graduate/Postgraduate

Certifications if any : NA

​Experience Range: 2-5 Years

Foundational Skills*

• Good understanding of Global Capital Markets especially for Equities / Exchange traded funds & Fixed Income products.
• Knowledge of Trade Life Cycle.
• Capital Market Knowledge

Desired Skills*

• Excellent organizational skills are required with the ability to prioritize daily workload, work accurately and efficiently under pressure.
• To be able to communicate effectively.

Work Timings* -1:30 PM to 10:30 PM.

Gurugram

*

As an extended part of the Bid Management team, we are required to manage and produce high quality proposals (RFIs, RFPs, RFx, ITTs, PQQs, DDQ, and other Client Questionnaires) across AMRS, EMEA, APAC and LATAM Global Transaction Services (GTS) covering Cash and Liquidity Management, Trade Finance (SCF, BGs, LCs), Corporate Cards, and USD/EUR/GBP Clearing for FIs.

Responsibilities

Candidate will be responsible for working on the following:

• Understanding requirements of RFPs and DDQs from Large Corporate, Financial Institutions, and Middle Market segments
• Prepare first drafts proposals and e2e Due Diligence Questionnaires for Sales team and Bid Managers
• Contribute towards addition or curating content used in RFPs and DDQs
• Work across the regions to drive coordination related to global initiatives
• Create culture of constant process improvement, best practice sharing, and professional growth
• Ensure compliance with all RFP requirements and bank policies
• Complete deal and month-end routines (properly transitioning deals, win/loss tracking, survey follow-up)

*

• Education *
  • Masters in Management, Accounting, Finance or Economics
• Certifications If Any
  • APMP Certification (good to have)
• Experience Range *
  • 5-7 years’ experience in financial services industry, preferably in Commercial or Corporate Banking
  • 3-5 year experience driving global and regional deals independently
• Foundational skills *
  • Expert knowledge of Treasury Management products across receivables, payables, liquidity solutions, cash management and FX for Large Corporate, Financial Institutions, and / or Middle Market client segments
  • Strong project management skills with the ability to handle multiple competing priorities
  • Strong written communication skills with ability to produce targeted pitches; thorough command over grammar and writing techniques
  • Ability to build strong partnerships, relationship management and influencing skills across all levels of the organization
  • Expert knowledge of Microsoft 360, specially, Word, Excel and PowerPoint with ability to incorporate effective graphics and visual elements
• Desired skills *
  • Superior critical thinking skills and self starter
  • Meticulous, team player and able to perform under pressure
  • Ability to prioritize work and meet deadlines and work in a highly project based environment
  • Self-Motivated, proactive in nature, assertive, and has excellent attention to details.
  • Initiative and client-focus (will understand and
  • promote focus on client-service and will be proactive in managing client/LOB relationships
  • Ability to interpret reports and make recommendations

*

Process Timings: 11:00 AM to 20:00 PM (but need to be flexible most of the times)

Weekends Off (Y/N): Y

Process Overview*

Global Financial Control India is the global delivery footprint of the bank’s Global Financial Control function within the Chief Financial Officer group and is responsible for multiple functions including U.S. and Regional Legal Entity Controllership, Regulatory Reporting, Balance Sheet Reconciliations, Tax Accounting & Compliance, Treasury, Operational Risk & Controls Oversight, Finance Change, Production Services and Data Management.

Job Description*

The role involves reporting, analysis, accounting, data validation and liaising with various stakeholders.

Responsibilities*

Finance analyst position responsibilities will include any of the following:

• Responsible for various day to day accounting processes, financial analysis, financial and management reporting
• Accountable for application of financial principles, ability to read and comprehend financial reports and conduct & conclude analysis.
• Responsible for data dictionaries/conformance to instructions and /or preparation of various regulatory reports, documentation, interpretation and communication of regulatory reporting requirements
• Perform Legal Entity tax forecasts; review tax journal entries, tax account analysis and annual tax expense true-up & variance explanations.
• Performing reconciliations of Balance Sheet accounts adhering to Account Reconciliation Policy (ARP) and Account Reconciliation Standards (ARS); investigate & report out any breaks.
• Supporting in systems Implementation and enhancements
• Responsible for executing changes to finance systems and ensuring all financial accounting & reporting systems and applications are operating smoothly from a functional perspective.
• Ensuring adherence to financial data standards and quality of data
• Support risk management, controls & compliance processes including risk performance monitoring & tracking, controls validation & reviews, SOX compliance, regulatory reports testing & attestation and reconciliation reviews.
• Project work related to process improvement and automation of processes.
• Supporting in project management and various team initiatives
• Data collation and liaising with various stakeholders.
• Stakeholder dealing, liaising with various teams.

Requirements*

Chartered Accountant (CA) with 0 -2 years of experience

Certifications If Any NA

Experience Range*

0-2 years

Foundational skills*

• Basic working knowledge of reporting, analysis, accounting and various finance functions
• Ability to understand the financial statements
• Fundamental understanding of risk management and internal controls
• Excellent written and verbal communication skills.
• Ability to effectively manage multiple priorities.
• Able to work in a fast-paced environment.
• Proficient in the use of Excel, Word and PowerPoint
• Ability to assimilate large amounts of information quickly and to understand complex methodologies and issues.
• Highly motivated, able to work independently, self-starter; and problem/solving/analytical.

Desired skills

• Knowledge of US GAAP accounting standards
• Good knowledge of financial / banking products (derivatives, swaps, interest, bonds, credit, etc.)
• Working knowledge of Oracle/SAP, SQL, Tableau, Alteryx, SharePoint would be preferred.

Work Timings*

Between 7:00 AM – 10:30 PM (Standard shift is 9 hrs, expectation to stretch during critical activity periods like Month Close)