Trade Lifecycle Analyst - Team Leader
Introductory Marketing Language
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the US Fees Operations team and partner with global AWM fees operations.
Position Summary
As an Operations Team Leader you will be supporting AWM US Private bank Fees and Billing function that consistently strives to meet increasingly complex client and industry demands. This is a unique opportunity to understand Asset Management and Wealth Management business, while applying your skillsets and experience to add value to the team and the process.
You will succeed in the role by embracing an environment of continual innovation based on data interpretation, customer / stakeholder delight and adopting latest digital technologies to maximize clients experience. You will be accountable for achieving key service metrics, meeting and exceeding productivity goals, ensuring stakeholder satisfaction, managing and implementing ongoing improvement initiatives, while maintaining adherence to risk and controls guidelines.
Primary Responsibilities:
As Operations Team Leader in Fees and Billing Team you will be primarily responsible for:
- Set-up of new Fee Schedules
- Billing of Fees
- Re-pricing of existing Fee Schedules
- Account Closures and Waivers
- Running Control Reports
- Maintaining fee documents and procedures
- Producing MIS and trend analysis
- Answering Front-office queries across WHEM region in a timely and accurate manner
- Reconciling various books to ensure accurate accounting
- Testing effort during projects and discussions
Key Competencies:
- At least 3-5 years of working experience with fees, billing or an individual with a general understanding of fees and billing mechanism will be preferred
- Strong analytical skills, methodical and able to scrutinize the details
- Ability to perform in a fast paced environment and handle multiple tasks
- Control and Risk mindset is essential
- Strong Client focus
- Ownership of issues, deliverables and proactive approach to problem solving
- Excellent written and verbal communication skills
- Excellent time management and prioritization skills
- Demonstrates flexibility and collaboration skills
- Experience working with automation/data visualization tools (alteryx, UIPath etc.) [Preferred but not mandatory]
Core Skills and Behaviours
- Market & Product Knowledge - Demonstrate a thorough understanding of our products, systems and end to end processes, and keeps abreast of market and industry trends
- Data & Tech Literacy - Leverages data and digital skills to create new insights and deliver well designed outcomes. Strong analytical skills, methodical and able to scrutinize the details
- Continuous Improvement - Applies innovation and design thinking techniques to continually challenge and improve the efficiency, scale, and resilience of our operating processes
- Engagement & Collaboration - Builds trust-based relationships with various stakeholders in order to deliver on a positive client experience
- Teamwork & Leadership – Engages in practices that inform, empower and enable team members to optimally deliver against their business goals
- Risk, Controls & Conduct - Champions our How We Do Business culture at all times, and applies a preventative controls mind-set wherever possible to manage & mitigate risk
Qualifications, Experience & Attributes
- Graduate / Post Graduate, with experience in Banking / Financial Services
- Knowledge of IA, AI and LLM tools with ability to analyze tool fitment will be preferred.
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