Reference Data - Vice President

You are a strategic thinker passionate about driving solutions. You have found the right team.

As a Vice President, you will lead the Collateral Client Onboarding Team across India and Philippines. The Responsibilities include validating client agreements and related documentation for Collateral Accounts Onboarding. Partnering with the Service delivery team for required Client information. 

Job Responsibilities:

• Validating client agreements and related documentation for Collateral Accounts Onboarding. 
• Partnering with the Service delivery team for required Client information.
• Leading team performing functions across Onboarding, Quality checks, indexing legal documents to an electronic imaging systems and maintaining client records. 

• Partnering with team-members and managers to communicate areas of concern, escalate areas where training is needed, and will participate in process improvement projects in response to testing results.

Required qualification, skills and capabilities:

• B.com/MBA with minimum 10 years of financial services, Collateral and custody account setup, compliance, or equivalent experience is preferred.
• Financial services industry knowledge with Client account setups and support operations.
• Strong understanding of accounting and finance concepts.
• Analytical mindset with the ability to probe sensitive issues while maintaining the highest levels of integrity and objectivity.
• Strong oral and written communication skills.
• Demonstrated decision-making skills; accurate and attentive to detail.

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• Ability to organize and prioritize work; handle multiple tasks concurrently.
• Productivity and flexibility through shifting priorities and deadlines.
• Intermediate use of Microsoft Word, Excel, outlook. 
• Familiarity with Opics, CCMS, AMS, One Margin.
• Understanding of the Collateral products is a strong Positive.

Required qualification, skills and capabilities:

• Preferred to have knowledge about Alteryx, Xceptor, tableau, Visio, PowerPoint.