Process Executive

2 weeks ago


Bengaluru, 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
- Co-ordinate 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 co-ordinating 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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