As a successful candidate you will need to:
- Manage the Income Claims workflow, across multiple products like Prime, Equities and Fixed Income.
- Ensure all daily controls and processing are completed and signed off, including client service inquiry resolution, cash, and stock break, reconciling the security
- Liaise with multiple stakeholders (Agent banks, Middle Office, Internal teams, Senior management)
- Exercise sound judgment; act with integrity; protect our company, clients, and customers.
- Serve as a subject matter expert for the functions managed.
- Communicate efficiently and effectively with Senior Management & escalate issues in a timely manner.
- Perform periodic end to end process review, identify gaps if any & collaborate with control partners and relevant stakeholders to remediate process gaps
- Provide oversight, training, guidance to the team and ensure effective process training
- Identify ways to improve processes/procedures to enhance quality and/or productivity
- Act as a subject matter expert on procedural matters and be the funnel for communication with the global teams
Required Qualifications, Capabilities, and Skills:
- ~5 years of relevant industry experience processing Income claims across products like Prime, EQ and FI. In depth knowledge of working with agents like DTCC & Euroclear and navigating their platforms. Expertise in processing SPO, MT202, MT103 & MT599.
- Excellent judgment and decision-making skills; solutions oriented.
- Teamwork – the candidate must be flexible to manage processes and be able to work appropriately with stakeholders and colleagues at all levels.
- Ability to partner with multiple internal teams, external clients & 3rd party service providers.
- Ability to organize to prioritize workload to manage concurrent tasks and meet competing deadlines.
- Ability to influence stakeholders using effective communication and interpersonal skills.
Preferred Qualifications, Certifications, and Technical Skills:
Is this opportunity right for you? We are looking for candidates who are/have:Minimum bachelor’s degree in accounting, Business Administration, Economics, Finance
- Strong technical and analytical skills, including proficiency in Microsoft Office applications.
- Preferred experience using automation tools a plus (e.g., Python, Alteryx, Tableau)
- Degree or certification relevant or a related discipline.