Manager – FA Reconciliation

November 20, 2023

Manager – FA Reconciliation

ReferenceFA 002235 -

  • Standard / Permanent
  • IN-TN-Chennai
  • OPERATION PROCESSING
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Job Description – APAC

Job Title:

FA Projects and Transformation (IC ROLE)

Date:

Department:

ASSET & FUND SERVICES

Location:

CENTRE POINT TWO – CHENNAI

Business Line / Function:

FA BUSINESS CHANGE MANAGEMENT

Reports to:

(Direct)

Assistant Vice President/Head – BCM

Grade:

(if applicable)

(Functional)

Number of Direct Reports:

NONE

Directorship / Registration:

Position Purpose

Multiple FA projects under “India FA Operations – Contribution to Global Projects” to be managed and fulfilled in 2020. 

Responsibilities

Direct Responsibilities

·       Client and BP2S SPOKE Fund Administration operational needs / requests:

Ø Coordinate with Client Relationship Manager / directly with clients to define needs.

Ø Collect and analyze operating model change requests.

Ø Review / complete project initiation documents to ensure the proper documentation of request. 

·       SPOKE’s Fund Administration operational work flow. Identify lacks and weaknesses.

Ø Define / insure an efficient operating model from A to Z.

Ø Define solutions to detected lacks and weaknesses.

  

·       Potential solutions to change requests and impacts on current operating model.

Ø Consider adaptation of current process vs. development of new solutions when needed.

Ø Consider implementation of BP2S Group solutions when available. 

·       Changes with users, developers, external contractors and support teams.

Ø Ensure a clear and precise documentation of all projects steps as defined in BP2S’ Project Management methodology.

Ø Ensure a regular follow up with all involved parts during the project life cycle. 

·       Priorities of operational needs and requests with Head of FA and N-1 head of FA. Coordination with Famoo Hub & IT

Ø Organize priorities meetings.

Ø Suggest priorities based on global vision and technical background. 

Contributing Responsibilities

·       Projects with all involved parts.

Ø Ensure user guides / procedures have been prepared.

Ø Initialize trainings when needed. 

·       With collaborators.

Ø Share information / ideas on BCM team’s subjects.

Ø Ask for personal trainings / other team members advices when needed. 

·       Follow up the status of all client’s requests during dedicated meetings.

Ø Organize PCM meetings.

Ø Communicate projects status to client.

Department BC Correspondents 

·       Acts on behalf of, and by delegation of Department head who remain fully responsible for the department BC Plans.

·       Responsible for designing, maintaining and organising BCM documentations (BIA, BC Plan, Call Tree list etc.) and testing of BC Plans and solutions (BCP testing, Call tree testing, participation in various level BCP & DR testing)

·       Provide business data for analysis, design and testing stages of BC Plan

·       Alerting the BCM team of any business continuity incident with potential impact to business

·       Organizing an appropriate business response for your department upon confirmed crisis scenario by mobilizing the recovery teams and communicating relevant instructions, and providing regular status updates on business recovery to the BC Manager 

Technical & Behavioral Competencies

Ø  Global knowledge of all BP2S FA related systems to allow an accurate analysis / definition of potential solutions to change requests.

Ø  Handle common MS Office files / programs.

Ø  A deeper knowledge of Excel & Access is ideal.

Ø  English –  for documentation, meetings & calls. (Knowing French language will be an advantage)

Specific Qualifications (if required)

Educational qualification : Graduate/Post Graduate in any stream

Relevant years of experience : 7 to 12 Years

Number of staff supervised : None (Individual Contributor)

                                            

Skills Referential                                                            

Behavioural Skills: (Please select up to 4 skills)

Ability to deliver / Results driven

Creativity & Innovation / Problem solving

Critical thinking

Client focused

Transversal Skills: (Please select up to 5 skills)

Ability to understand, explain and support change

Ability to manage a project

Ability to manage / facilitate a meeting, seminar, committee, training…

Ability to develop and adapt a process

Analytical Ability

Education Level:

Bachelor Degree or equivalent

Experience Level

At least 10 years

Other/Specific Qualifications (if required)

Education Level:

Bachelor Degree or equivalent

Experience Level

 10 years

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