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    SA Job - Description - Recon

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    Kalam Ansari
    This job description is for a senior analyst role performing reconciliations. The role involves performing and reviewing reconciliations, investigating breaks, and routing discrepancies to the appropriate teams. Candidates should have 2-3 years of experience in financial services, preferably in an operations role, and knowledge of reconciliations production and research.

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    SA Job - Description - Recon

    Uploaded by

    Kalam Ansari
    13 views2 pages
    This job description is for a senior analyst role performing reconciliations. The role involves performing and reviewing reconciliations, investigating breaks, and routing discrepancies to the appropriate teams. Candidates should have 2-3 years of experience in financial services, preferably in an operations role, and knowledge of reconciliations production and research.

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    SA Job_Description_recon

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    This job description is for a senior analyst role performing reconciliations. The role involves performing and reviewing reconciliations, investigating breaks, and routing discrepancies to the appropriate teams. Candidates should have 2-3 years of experience in financial services, preferably in an operations role, and knowledge of reconciliations production and research.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    13 views2 pages

    SA Job - Description - Recon

    Uploaded by

    Kalam Ansari
    This job description is for a senior analyst role performing reconciliations. The role involves performing and reviewing reconciliations, investigating breaks, and routing discrepancies to the appropriate teams. Candidates should have 2-3 years of experience in financial services, preferably in an operations role, and knowledge of reconciliations production and research.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    Job Description Template MANAGEMENT AND LEADERSHIP

    JOB DESCRIPTION TEMPLATE

    Position Title: Senior Analyst, Reconciliations.

    General Position Description:

    This requirement is for Global Reconciliations operations team. A good understanding of securities
    markets, Reconciliations and related systems will be definitely preferred.
    The role will include performing/reviewing reconciliations, investigating and commenting on breaks
    and routing discrepancies to respective partner areas for further research/resolution
    Demonstrate quick learning abilities for any new reconciliation tasks/change in process quickly with
    minimum lead-time
    Minimum Requirements:

    • Excellent oral and written communication & presentation skills


    • Working knowledge of financial / capital markets (e.g., Good understanding of financial
    instruments, operation of capital markets, lifecycle of trade, valuations etc.)
    • Good understanding and ability to articulate current role / functional process
    • Demonstrate through examples /evidence excellent written and verbal language skills,
    collaboration, analytical acumen, “raising your hand”, sense of urgency, escalation
    channels/process and attention to detail
    • Working knowledge of Excel
    • Sustainable performance demonstrated through examples/evidence, the above listed core
    skills and competencies in the current role over a period of 18-24 month
    Major Duties:

    • Adherence to procedures and SLA’s.


    • Identifies and manages resolution of service delivery root causes.
    • Initiates frequent, proactive communication with the Client Admin/ Middle offices to verify
    perceived levels of satisfaction and demonstrate proactive service.
    • Play a role of SME and able to train the new hires
    • Proactively communicate the procedure updates to the team.
    • Responsible for following established guidelines and identifying and resolving problems.
    • Expected to use some initiative but refer more complex problems to supervisors/ experts.
    • Focus on resolution of complex situations, where expertise is required to interpret policies,
    guidelines and/or processes.
    • Full ownership for one or more processes, reports and/or procedures.
    • Analytically and procedurally competent, representing the team on cross-function process or
    project deliverables.
    • Emerging as an expert in a specific skill set but remains focused primarily on daily execution
    • Ability to handle, escalate and resolve queries in a timely manner

    NTAC:3NS-20
    Job Description Template MANAGEMENT AND LEADERSHIP

    • Perform Root Cause Analysis of Errors and suggest controls


    .

    Experience/Qualification:

    • Minimum 2-3 years of relevant experience in the financial services industry.


    • Degree in Finance/Commerce [preferably].
    • An operations environment background, from one that is deadline driven with a strong
    focus on controls, targets, change and challenging the norm.
    • Knowledge of Reconciliations production and Research [preferably].
    • Knowledge Of CASS regulation
    • Knowledge of FX, Cash and/or Mutual Funds operations

    NTAC:3NS-20

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