Clearing and Settlement Analyst, AS

Overview

Day-to-day management of the production and processes of Trade Services, covering settlement, reconciliation, reporting and trade investigation. The role supports the Manager and acts as a point of reference for team members, management and other parties.

What you'll do

• Manage the day-to-day production and process of Trade Services and remain fully involved in daily production.
• Report to the client and management, and escalate exceptional issues to internal management in a timely manner.
• Ensure service levels are met and strive to exceed them.
• Coordinate with the training team and senior team members to keep documentation, processes and procedures accurate, up to date and followed by all staff.
• Plan and manage training, and ensure staff are adequately trained.
• Provide ongoing coaching to team members and ensure personal development plans are in place for team leaders and members.
• Ensure productivity processes are robust and work to improve productivity.
• Manage the team's quality control process, ensure adherence to quality concepts, and drive continuous improvement in quality.
• Monitor, measure and report on operational issues, opportunities, development plans and achievements within agreed formats and timescales.
• Promote awareness of the Escalation Matrix within the team and ensure adherence to it.
• Own the allocation and prioritisation of all work, and review and reallocate work as necessary.
• Facilitate efficient and effective MIS reporting and exception handling.

What you'll need

• Graduate or postgraduate degree.
• Good communication skills in English and German.
• Minimum B1 level German proficiency.
• Computer literate.
• Ability to prioritise work.
• Proactive team player.
• Problem-solving capabilities.
• Eye for detail.
• High interpersonal skills.
• Service excellence orientation.
• People management skills.
• Excellent personal organisation and prioritisation skills, with the ability to adapt to changing demands and priorities.
• Proven ability to leverage AI tools to enhance productivity and optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

Nice to have

• Not specified as preferred in the source.

Details

• Location: Bangalore, India.
• Key performance indicators include meeting the SLA performance indicators for all processes, meeting and exceeding timeline and quality targets consistently, raising queries within the stipulated TAT, creating and maintaining MIS sheets, suggesting process improvements, and conducting quality checks.