Title: Senior Analyst
Job Description
Role Purpose
The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs.
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This individual will be a member of the EMEA COE Finance India team. Working closely with Finance teams in EMEA, APAC and USA and, they will play an important role developing the FP&A function to support firm growth and be responsible for: • Prepare and present fund level quarterly valuations of real estate investments and debt securities • Responsible for the preparation and reviewing of fund valuation related projects including quarterly reporting, MTM Impact analysis, Net Debt Analysis, Solvency Analysis etc. • Conduct analysis to identify key trends, investigate unusual items, and provide variance analysis with explanations to stakeholders. • Lead and manage projects from inception to completion, ensuring timely delivery and adherence to quality standards • Serve as a point of contact for internal and external stakeholders, providing updates and addressing inquiries • Oversee co-ordination and submission of quarterly reporting with onshore and offshore teams ensuring the accuracy of the data • Provide guidance, training and support to team members, helping them develop their skills and knowledge • Continuously seek to create operational efficiencies and reporting enhancements • Ad-hoc projects in support of the firm’s businesses/new initiatives
͏
This individual will be a member of the EMEA COE Finance India team. Working closely with Finance teams in EMEA, APAC and USA and, they will play an important role developing the FP&A function to support firm growth and be responsible for: • Prepare and present fund level quarterly valuations of real estate investments and debt securities • Responsible for the preparation and reviewing of fund valuation related projects including quarterly reporting, MTM Impact analysis, Net Debt Analysis, Solvency Analysis etc. • Conduct analysis to identify key trends, investigate unusual items, and provide variance analysis with explanations to stakeholders. • Lead and manage projects from inception to completion, ensuring timely delivery and adherence to quality standards • Serve as a point of contact for internal and external stakeholders, providing updates and addressing inquiries • Oversee co-ordination and submission of quarterly reporting with onshore and offshore teams ensuring the accuracy of the data • Provide guidance, training and support to team members, helping them develop their skills and knowledge • Continuously seek to create operational efficiencies and reporting enhancements • Ad-hoc projects in support of the firm’s businesses/new initiatives
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Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client
- Undertake product trainings to stay current with product features, changes and updates
- Enroll in product specific and any other trainings per client requirements/recommendations
- Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
- Update job knowledge by participating in self learning opportunities and maintaining personal networks
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Deliver
No | Performance Parameter | Measure |
1 | Process | No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback |
2 | Self- Management | Productivity, efficiency, absenteeism, Training Hours, No of technical training completed |