Team Lead, Fin Reporting

3 weeks ago

Bangalore City, India Northern Trust Full time

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role

  • Working within the Outsourcing Department serving the Operations function for a range of Investment Management clients. 
  • Develop and implement process control procedures and recommend solutions to recurring operations problems. 
  • Performs the work of the unit, serving as backup where volume or absence warrants. 
  • Ability to understand customer segments and apply different servicing approaches based on customer knowledge level. 
  • Continuously develop industry/product knowledge; continually aim to improve the service offered to our clients and the systems and processes to achieve efficiencies and manage risk.

Principal Responsibilities

  • Strong accounting / financial services/ capital markets work experience or equivalent knowledge
  • Demonstrate through examples /evidence of strong operations knowledge including secondary review & controls, risks & mitigation
  • Demonstrate through examples /evidence day to day team management, mentor/coach team members and sharing feedback
  • Demonstrate through examples /evidence analytical ability, problem solving, and escalation of issues
  • Intermediate proficiency of MS Office specifically Excel and PowerPoint
  • Demonstrate through examples /evidence excellent written and verbal language skills, ability to independently address technical & non-technical issues, knowledge share / training sessions conducted , proactively troubleshoot and manage escalations, and work with global teams
  • Demonstrate through examples /evidence, the above listed core skills and competencies in the current role over a period of at least 24 months OR overall industry experience of 6+ years
  • Responsible for all the business deliverables of Accounting / Reporting / Fee Billing functions.
  • Lead and organize the work of the team, set short-term priorities, ensure timely and accurate completion of the work.
  • Responsible for delivery of all client reports accurately and within specified timeframes.
  • Should take care of any escalations and focus on resolution of complex transactions, where expertise is required to interpret policies, guidelines and/or processes.
  • Maintain and monitor Key Performance Indicators for the functional areas under control and lay down corrective measures to improve indicators that have breached standards.
  • Ensure team is familiar with and understands requirements described in the Clients’ SLA’s.
  • Manage the performance of employees within the team
  • Ensure continued training and staff development, monitoring the performance and development and training of individuals within the team.
  • Ensure fair allocation of tasks amongst the team. 
  • Ensure appropriate cover is arranged when managing absence.
  • To ensure due oversight and controls over the daily processes covered by the team.
  • Interact effectively with home country team in resolving exceptions arising out of daily processing and to improve service delivery of Bangalore team.

KNOWLEDGE / Skills / Experience

Essential

  • Strong accounting / financial services/ capital markets work experience or equivalent knowledge
  • Demonstrate through examples /evidence of strong operations knowledge including secondary review & controls, risks & mitigation
  • Demonstrate through examples /evidence day to day team management, mentor/coach team members and sharing feedback
  • Demonstrate through examples /evidence analytical ability, problem solving, and escalation of issues
  • Intermediate proficiency of MS Office specifically Excel and PowerPoint
  • Demonstrate through examples /evidence excellent written and verbal language skills, ability to independently address technical & non-technical issues, knowledge share / training sessions conducted , proactively troubleshoot and manage escalations, and work with global teams
  • Demonstrate through examples /evidence, the above listed core skills and competencies in the current role over a period of at least 24 months AND overall industry experience of 6+ years

Experience

  • 24 months as Technical Coordinator/Associate Consultant
  • Years working experience: >5 years
  • Relevant industry: Financial Services, preferably Investment Banking, Investment Management
  • Strong understanding of Accounting / Reporting / Fee Billing concepts
  • Experience in leading staff and processes.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies Build your career with us and apply today.

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

For further information, and to apply, please visit our website via the “Apply” button below.

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