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This job is responsible for providing subject matter expertise across an information management operations function, and supporting the manager in all aspects of day-to-day management of the team's operations. Key responsibilities include employee training and coaching, addressing employee inquiries, escalations, approvals, and team supervision to ensure processes are executed correctly. Job expectations include escalating issues to the team manager when necessary, while maintaining a deep knowledge of all key functions supported.
Responsibilities:
Skills:
Responsibilities:
Resolves day-to-day problems and executes deliverables within the business unit.
Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product line.
Manages team workload and provides oversight and direction to team.
Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities.
Maintains internal, operational, and financial controls and works within risk appetite of the business unit.
Ensures all daily initiatives, deliverables, and events are completed timely and accurately.
The Information Management Team Lead is responsible for assisting with executive level presentations, audit requests and inquiries, approving time tracking, reviewing and updating team templates and procedures, escalating issues, capacity planning, strategic initiatives, and able to meet deliverables within time constraints, especially during periods of high volume.
The Information Management Team Lead may also be a Process Delegate within the Process Owner Portal for the aligned Single Process Inventory and ensure the process is documented and kept updated.
Instituting effective monitoring processes relative to quality assurance levels on tasks performed by external vendors and in-house performance analysts.
Partnering with existing vendors to enhance current product offerings, providing oversight of risk issues and framework (vendor and LOB).
Required Skills:
Ability to work well with internal and external team partners.
Able to lead a diverse team including during high volume periods.
Adhering to record retention guidelines and standards
Ensures templates are kept up to date and are working effectively.
Ability to lead teammates and act as a strong role model within the team.
Drives execution of complex financial and/or non-financial client transactions
Thorough metric review and input prior to ORCIT reporting
Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality standards.
Adhering to record retention guidelines and standards
Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation.
Reviews and updates procedures as needed to ensure they are accurate and up to date.
Strong written and verbal communication skills
Strict attention to detail and accuracy
Must be available to work extended hours during periods of high volume.
Excellent organization skills; ability to prioritize and handle multiple tasks independently
Proficient PC skills, including Microsoft Excel and Outlook
Prior experience in the financial industry
Strong understanding of financial markets and investment assets, to include equity, fixed income, and alternative investment securities.
Prior experience working with the review or reconciliation of transactional/security data for investment products (i.e. cost basis, pricing, corporate actions, etc.)
Desired Skills:
Investment Performance Reporting Experience
Process Efficiency
Oral Communication
Written Communication
Critical Thinking
Data Analysis
Research
Problem Solving
Multitasking
Collaborating
Presentation Skills
Risk Management
Microsoft Excel
Microsoft Outlook
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