Technical Coordinator Quality

Overview

Technical Coordinator in the Client Delivery Solutions (IMCAT) team, consulting with institutional trust and custody clients and prospects to analyze and implement product solutions, coordinating IMCAT activities across Custody, GFS and Corporate Institutional clients.

What you'll do

• Consult with institutional trust and custody clients and prospects to analyze and determine product implementation needs.
• Provide beginning-to-end implementation of product solutions with clients, prospects, partners and investment managers.
• Drive automation with trade, corporate action, foreign exchange and reconciliation messaging for SWIFT and FTP communication standards.
• Serve as the implementation liaison between the client and production areas for all account and service set up activities.
• Develop solutions to implementation problems satisfactory to both client and partners, and anticipate problems from analysis of implementation issues.
• Provide client servicing skills to address day-to-day technical queries from investment managers.
• Handle projects and/or train team members, take full ownership of more than one process, report and/or procedure.
• Manage daily operational activities and supervise day-to-day work of junior level employees (not a formal management role).
• Document client calls, prepare status reports for management, and ensure client documentation is completed according to audit guidelines.
• Coordinate and participate in training presentations with clients, in the bank and at client sites.
• Maintain and implement policies and procedures in the function, and review and update DPAD, checklists, job aids and other process documents regularly.
• Ensure control parameters such as checklists, reporting, escalations and queue management are adhered to by the team.
• Keep abreast of new and existing bank products, services and emerging industry trends.

What you'll need

• Total work experience in the financial industry of 4 years.
• Experience in the Sr Analyst role of 2 years.
• Experience in the Technical Coordinator role of 1 year (if moving lateral).
• Strong custody experience, familiarity with custodian roles and responsibilities such as Passport, income collection and corporate actions.
• Background using SWIFT and FTP, or a background in trades, automating trades, reconciliation feeds and/or corporate actions, and onboarding new relationships and establishing connectivity.
• Technically competent in SWIFT and FTP, custody savvy, able to translate client technical needs into business requirements.
• In-depth knowledge of custody activities and market purchase and sale trades (RVP/DVP), and settlement cycle and procedure of RVP/DVP and FOP trades and FX across all markets globally.
• In-depth knowledge of Fundmaster, MGW, TOE, CDR, IIP, RCN WCM, GCM and MTS.
• Knowledge of institutional trust/custody products and services, usually acquired from working at a global custodian, investment manager, or client.
• Knowledge of trust processing and systems capabilities to coordinate product implementation and enhancement.
• Organizational, analytical, negotiation and project management skills to direct implementation activities, prioritize tasks, and lead and work on a team.
• High level of influencing and negotiation skills to drive large projects.
• Good knowledge of the investment market and instruments such as Equity, Bonds, FX and Derivatives.
• Excellent analytical, consultative, communication and judgment skills.
• Attention to detail, ability to perform stringent and exhaustive secondary review, and excellent communication and coordination skills.
• Ability to work in demanding situations with time-sensitive deadlines, and to interpret complex process guidelines and handle exceptions.

Nice to have

• Knowledge of global markets and settlements platforms such as Euroclear, T2S and DTC/FED.

Details

• Location: Bangalore, India.
• Flexibility to work in shifts.
• Internal partner eligibility: 24 months as a Senior Analyst to move as a Technical Coordinator; movement within TC and Associate Consultant is 12 months.