דרושים Senior Financial Analyst - Capital Management ב-Bank Of America ב-Ireland, Dublin

Role Description:

Whether you’re already working within Treasury Management or have had exposure to electronic operational cash management - if you’re a client professional looking to develop a career in banking then we’d love to hear from you. We’re particularly interested in those with stakeholder management skills and who are used to working in a fast-paced environment.

Responsibilities:

• Project managing the implementation of treasury solutions with new and existing clients to Bank of America - covering core product solutions / service offerings

• Working in partnership with the client to create and agree an implementation delivery timeline, clearly communicate the project status; identify issues, resolution steps and deadlines

• Coordinating with internal Business Partners as necessary

• Attending conference calls where specific cash management and client knowledge will assist with the execution of the solution

• Providing support and guidance to Sales Officers where required/requested during the sales process

• You will have an extensive number of years experience within a project management role

• Being able to demonstrate extensive experience with client facing roles, both orally and written, preferably within a similar client servicing function.

• Experience dealing with corporate clients at all levels in a positive and professional manner, with the ability to work under pressure

• Experience in Treasury Management products

• Project management/process coordination experience concentrating on cash management solutions for corporate organisations, including exposure to elements such as electronic payments, SWIFT messaging, BACS, CHAPS, Foreign Exchange (FX) and Money Markets (MM)

Skills that will help:

• Self motivating, flexible, and able to work independent of direct supervision

• Problem solving/analytical and organizational skills

• General PC, Windows and Excel Knowledge

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner.

• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons.

• We offer 26-weeks paid maternity leave, 16-weeks paid paternity leave and inclusive family leave arrangements for working parents and carers including 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.

• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness, cycle to work, TaxSaver tickets etc.

• Access to an Employee Assistance Program for confidential support and help for everyday matters.

• Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan.

• Ability to donate to charities of your choice and the bank will match your contribution.

• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of Ireland’s most iconic cultural institutions and exhibitions.

• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Role Description:

This job is responsible for handling moderately complex operations processes related to credit disputes, escalations and tax reporting. Key responsibilities include analysis, research, reconciliation, reporting data validation and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories. Job expectations include handling moderately complex transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies or taxing authorities, consulting with management for support.

Responsibilities:

• Manage either US or Non-US IRW Tax Withholding and Reporting which includes outsourced functions.

• Coordinate globally with colleagues.

• Service tax related client inquiries and escalations particularly for the Prime Brokerage business.

• Drive tax initiatives and tax regulatory implementations in partnership with Global Markets Tax Change & Global Markets Technology.

What we are looking for:

• Proficient in Microsoft applications, in particular excel.

• Efficient reconciliation and problem solving skills

• Efficient organizational and analytical problem-solving skills.

• Excellent written and verbal communication skills.

Skills that will help (optional):

• Ability to multitask and work independently in a fast-paced environment.

• Excellent Chapter 3, 4, 61 and 1099/1042s knowledge.

• Excellent people management skills.

Ireland

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner

• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons

• 20 days of back-up childcare including virtual tutoring and 20 days of adult-care per annum

• Ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, specified illness cover etc

• Use of a flex fund to use towards benefits

• Access to free counselling through an Employee Assistance Programme and virtual GP services

• Opportunity to donate to charities of your choice directly through payroll and the bank will match your contribution

• Opportunity to join our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions

• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Workspace Services Team Lead Responsibilities:

• Directly reporting to the European Workspace Manager based in London
• Oversee, supervise and lead the Workspace team of 3 based in Dublin
• Mentor and develop team members through regular training, performance reviews, and continuous learning initiatives.
• Establish performance metrics and ensure adherence to service level agreements (SLAs) and operational standards
• Manage the receipt of incoming service requests through various communication channels
• Prioritization of support calls and requests based upon business impact
• Resolve support calls either via the telephone using remote tools or on-site desktop visit to an acceptable standard and within a suitable timeframe

• Ensure timely notification and escalation of possible issues/problems, options and recommendations for prompt resolution
• Identify and recommend opportunities to enhance productivity, effectiveness and operational efficiency of the business unit and/or team
• Initiating and leading escalation and resolution for business impacting workspace issues
• Effectively handle incident management for outages; effectively communicate to clients during service outages and ensure that they are resolved efficiently with minimal impact to stakeholder
• Supporting the lifecycle, launch and retirement of workspace services and establishing robust operational processes and procedures
• Driving continuous service and process improvement
• Service and support ticket reporting and governance
• Partner with local stakeholders and collate end user experience feedback
• Consult with other functional areas to provide technical expertise on area of specialization by acting as a reference on technology, trends and processes related to own area
• Provide Front and Back Office system technical support for trading floor and support function applications including all Reuters products, Bloomberg products, Tradeweb and ICAP apps
• Setting realistic expectations for service delivery, communicating frequently with customers and providing technical expertise as required
• Offer 3rd level support for in depth fault analysis resulting in direct technical dialogue with internal application developers, support functions and external vendors
• Workspace engineers are required to be available to work a flexible 8-hour shift between 7am and 6pm onsite with an out of hours call rota
• Role is considered primarily onsite
• Weekend work (overtime) may be requested to support moves and changes, as well as other project work

Experience and Skills:

• 7+ years of desktop support experience, within a trade floor
• Excellent leadership and team management skills, experience managing a small team
• Exceptional communication, interpersonal, and stakeholder management skills.
• Ability to work under pressure in a dynamic, fast-paced trading environment and manage multiple priorities effectively.
• Exceptional written and verbal skills
• Exceptional customer services skills
• Strong knowledge of computer hardware, including laptops, desktops and mobile devices and enterprise desktop applications
• Knowledge of incident ticketing applications e.g. Service Now
• Strong understanding of Microsoft Windows 11 and Office O365
• Strong understanding of collaboration tools including Webex, MS Teams, Skype, SharePoint etc
• Understanding of trader telephony solutions (e.g. IPC)
• Knowledge of network printer installation, setup and troubleshooting
• Knowledge of virtualization technologies, especially Citrix
• Microsoft System Center Configuration Manager experience is a plus
• Strong analytical and problem-solving abilities; capable of performing root cause analysis and implementing preventive measures
• Analytical experience, creating dashboards and reporting from systems such as ServiceNow, NeXT think etc
• Data manipulation experience, Excel, Power BI and similar tools

Executives promote

• Think like a customer; provide legendary experiences and trusted advice
• Act like an owner; lead with integrity to drive business results and contribute to communities
• Execute with speed and impact; only take risks we can understand and manage
• Innovate with purpose; simplify the way we work
• Develop our colleagues; embrace diversity and respect one another

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description:

Job Description:

We provide critical infrastructure services that support and/or control the trading, investment and corporate banking functions of TD Securities.

JobDescription/Accountabilities:

• Verify a number of CDD requirements for clients at onboarding, period review and ad-hoc events to ensure compliance with Global AML standards and UK/ Ireland procedures, as applicable;
• Utilize various independent online sources to obtain requisite information to suffice the UK/Ireland CDD requirements;
• Understand the client risk assessment and be able to apply the appropriate level of due diligence to the client;
• Familiar the MiFID classification, FATCA/CRS form is a plus for this role;
• Achieve exceptional quality of AML analysis via information / documentation review and accurate data entry
• Work closely with the Sales and Trading desks and potentially interact directly with clients as required
• Conduct client outreach via both emails and phone calls
• Liaise with Regional counterparts to consolidate requirements to avoid multiple touchpoints during client outreach
• Liaise with internal stakeholders (e.g. Sales and Trading desks, Data Services teams, etc.) on queries/suspension of codes on trading and book of records systems
• Liaise with various business partners to provide prompt and accurate responses to inquiries regarding CDD requirements, obtain KYC information, and escalate, when necessary;
• Assist in the audit and regulatory exam processes by gathering data for internal auditors and other control areas, as required;

Be actively engaged in identifying opportunities for process improvement and enhancing efficiencies.

Job Requirements

• Minimum 3 years experience in the CDD space
• Solid understanding of the UK and Ireland AML/CDD requirements;
• Has a solid understanding of the client onboarding end to end process including the new global regulatory framework, credit, legal, AML/KYC, FATCA, CRS, MIFID and the role of various stakeholders involved
• A good level of attention to detail and checking skills
• Complete work within specifically defined parameters with guidance / direction from management, as necessary;
• Ability to adhere to strict deadlines and, where required, handle high volumes of work in a demanding environment;
• Ability to analyze, research, organize and prioritize work while meeting multiple deadlines
• Good team player as well as be able to work independently
• Self-motivated and goal-oriented with the ability to develop tactical solutions to project and or day-to-day problems;
• Strong communication skills both verbally and written;
• Proficient in Microsoft Office applications, including EXCEL, WORD and POWERPOINT
• Familiar with the Investment Banking operating environment

Our Total Rewards Package

Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Responsibilities

• Overseeing the work of account management specialists, supporting them in their daily tasks, and fostering their professional growth.
• Monitoring key performance indicators (KPIs) for the team and taking corrective actions to optimize results.
• Building and maintaining positive relationships with key clients, ensuring satisfaction and long-term cooperation.
• Implementing and optimizing processes related to customer service, identifying and resolving issues.
• Close collaboration with sales, marketing, and operations departments to ensure consistency of actions and achievement of shared business goals.
• Preparing reports on team performance and customer service outcomes

Pursues goals with energy and perseverance; rarely gives up before succeeding; works to overcome barriers and challenges in order to produce desired results; can be counted on to achieve or surpass goals; consistently a top performer among peer group.

Provides others with a clear direction; Sets appropriate standards of behaviour; Delegates work appropriately and fairly; Motivates and empowers others; Provides staff with development opportunities and coaching; Recruits staff of a high calibre.

Experience & Qualifications

• 1-2 years of management experience
• 2+ years of banking/financial services experience is a plus
• A proven track record of leading teams to success
• A proven track record of increasing value through selling of additional value added services and deploying succesful retention strategies to increase the customer life cycle.
• Knowledge of Salesforce CRM system is a plus

This position is not eligible for visa sponsorship.

This role has been identified as ControlledFunction (“CF 4 & CF7”)under the CBI RegulationsAccordingly, the Company must be satisfied on reasonable grounds that the role holder complies at all times with the requirements of: a) the CBI’s Fitness and Probity Regime and the Conduct Standards (as applicable to the role).

• In-depth knowledge of IFRS and GAAP standards;
• Familiarity with regulatory reporting requirements including Annex IV, CPO-PQR, Form PF, MMIF, SPV returns, etc.;
• Experience using Advent Geneva and Confluence preferred;
• Experience working with or leading offshore teams preferable;

• Qualified accountant (ACA or ACCA);
• Minimum of 10 years of relevant experience in financial and regulatory reporting;
• Proven experience in managing people.

:

Job Description:

Job Description:

We provide critical infrastructure services that support and/or control the trading, investment and corporate banking functions of TD Securities.

JobDescription/Accountabilities:

• Lead and execute CDD remediation activities aligned with regulatory standards and internal policies for clients under a new or enhanced banking license.
• Manage and track progress across multiple workstreams, ensuring timely and quality completion of remediation deliverables.
• Develop and maintain project documentation including remediation plans, dashboards, trackers, and reporting packs. Provide regular updates on project status, risks, and issues.
• Utilize various independent online sources to obtain requisite information to suffice the UK/Ireland CDD requirements;
• Understand the client risk assessment and be able to apply the appropriate level of due diligence to the client;
• Achieve exceptional quality of AML analysis via information / documentation review and accurate data entry
• Work closely with the Credit, Operations, Sales and Trading desks and potentially interact directly with clients as required
• Conduct client outreach via both emails and phone calls
• Liaise with Regional counterparts to consolidate requirements to avoid multiple touchpoints during client outreach
• Liaise with various business partners to provide prompt and accurate responses to inquiries regarding CDD requirements, obtain KYC information, and escalate, when necessary;
• Identify process improvements and control enhancements based on findings during the remediation.

Job Requirements

• Minimum 8 years of experience in CDD/KYC within banking, financial services, or consulting environments.
• Strong track record in managing or supporting remediation projects, preferably involving CDD/KYC book of records remediation projects
• Has a solid understanding of the client onboarding end to end process including the new global regulatory framework, credit, legal, AML/KYC, FATCA, CRS, MIFID and the role of various stakeholders involved
• Proven experience coordinating across cross-functional teams and managing multiple priorities under tight deadlines.
• Excellent analytical, problem-solving, and stakeholder management skills.
• Good team player as well as be able to work independently
• Self-motivated and goal-oriented with the ability to develop tactical solutions to project and or day-to-day problems;
• Strong communication skills both verbally and written;
• Proficient in Microsoft Office applications, including EXCEL, WORD and POWERPOINT
• Familiar with the Investment Banking operating environment
• Project management certification (e.g., PMP, Prince2) is desired but not a must

Our Total Rewards Package

Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.