Process Executive

2 weeks ago


Bengaluru, Karnataka, India Equiniti Full time
Management Level

I

Reports to**:
SRA Operations Team Manager / Local Line Manager Offshore

Based in**:
Chennai/ Bangalore

Main objectives**:


To provide the initial preparation of shareholder analysis reporting to the analytics team of EQ Richard Davies Investor Relations Limited (hereafter known as "RD:IR" or the Company) by performing tasks in an efficient, timely, orderly and thorough manner.


Job purpose**:


The SRA Operations Team provides the importing / entering of S793 notices into ShareMatch (SM), running registers of members into SM, publishing analysed data to IR InTouch, setting up register schedules with third-party registrars and fund and firm mapping in SM.


Key responsibilities**:

  • Run all share registers received by RD:IR into SM, highlighting disclosure notices required for Analytics Administration team to issue
  • Run all relevant disclosure notices into SM, whilst matching any new funds / fund managers and informing the Data Integrity (DI) manager of any new funds which require researching
  • Batch share register uploading
  • Coordinate with SRA Ops Team Manager on analysis reporting dates; make all the necessary arrangements, internally and externally, to facilitate an efficient delivery of reporting including coordinating with Analytics Administration team and client company registrars
  • Augment RDIR's ShareMatch database by entering data as appropriate into this database
  • Ensure that the SRA Ops Team Manager remains aware of any potential problems arising amongst clients at the earliest opportunity
  • Publish completed analysis as and when required by the relevant CM.
  • Ensure lowest possible level of outstanding registers of members
  • Ensure relevant S793 notices are imported into SM & mapped on day received
  • Conduct disclosure notice running in & entering, ordering and importing of register of members.
  • Meet team KPIs
  • Make recommendations and participate in the planning of improving the overall Ops service
  • Carry out as and when required any duties as assigned by the Head of SRA Operations Team Manager or Director
  • Head of Investor Analytics on a best efforts basis

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