Short Description
JOB DESCRIPTION: The BX India Fund Captain support team ensures accurate and timely execution across Investment Operations which includes oversee processing issue escalations, ensures accurate reconciliations, timely reporting, smooth onboarding of funds/entities, and proper documentation storage to meet compliance and audit standards. This role is a key escalation point for reconciliation issues, drives process improvements, and coordinates across global teams to maintain operational excellence.
Long Description
Responsibilities:
- Collaborating with Fund Captains in driving consistency, sharing of best practices, and governance
- Provide in timezone oversight of Fund Support COE and sign offs where appropriate
- Own initial escalation point for reconciliation issues from BX India recon managers; ensure daily completion within SLAs.
- Confirms that there are no proof differences, monitors for match performance, review material breaks, drive progress and daily oversight.
- Recommend process enhancements, partner with BX India recon managers and Fund Support teams.
- Gather inputs for various reporting needs including weekly management reporting and fund pod materials.
- Ensure reporting accuracy, timeliness, and alignment with leadership needs.
- Support audit evidence requests; implement daily checklist for SOC1 compliance.
- Act as the L2 escalation point for internal and external stakeholders, addressing issues that impact the overall health and performance of the fund.
- Identify and execute on automation opportunities in partnership with efforts in flight
- Once standardized and tools are available produce weekly captain slides
Experience: >10 YEARS .
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