Advisory Portfolio Analytics Support Gsc's
1 day ago
**Some careers have more impact than others.**
- If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be._
- HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realize their ambitions._
We are currently seeking an experienced professional to join our team in the role of **Advisory Portfolio Analytics support**
**Why join us?**
GPB is expanding its offshore footprint across multiple sites. Member of the EMEA (ex UK) Advisory team will be responsible for the day-to-day activities related to the Aladdin platform and Advisory activity.
**The Opportunity**:
- Perform daily preventive controls to detect data issues (information not updated or incorrect, missing, or wrong proxies, stale information) in the BlackRock Aladdin platform (IT platform used to assess clients’ portfolio risk), contact relevant stakeholders to fix them, follow-up on remediation
- Contribute to the definition of change requests related to Aladdin and Avaloq and to the management of incidents
- Participate and contribute to projects related to IWS Advisory activities
- Request the creation of securities to Blackrock when securities don't exist in the Avaloq Security Master File, proceed with data mapping (Holistic portfolio service - consolidation of accounts)
- Review proxy framework for non-modelled securities with the support of the Advisory team.
- Preparation of output report materials. Liaise with the relevant team in charge of the output tool (ART).
**What you’ll do: Principal Accountabilities**:
**Impact on the Business/Function**
- Preparation of daily reports to ensure data quality in the Aladdin platform is adequate
- Responsible for ensuring accurate and timely corrections of any identified issues, follow up on resolution of issues/deviations
- Management of queries made by Local & Group management if needed
- Assistance to any other project or activity as requested by the Head of Department
**Typical Targets and KPI**
- Limited number of outstanding data issues
- Positive feedback from all business and stakeholders
- Timely provision of reports and remediation of issues
- Quality of output, information provided is clear and easy to understand
**Customers / Stakeholders**
- Internal facing position ensuring that tasks are performed on a timely and proper manner and that strong working relationships are developed and maintained with all other Business Support and functional teams.
- Main stakeholders are:
- Advisory team
- Security Master File team
- IT team
- ICs and ICAs
**Typical Targets and Measures**
- Positive feedback from all business and functional stakeholders
**Leadership & Teamwork**
- Assist in the improvement of processes to maximize servicing team productivity while maintaing highly qualitative output
- Regular interractions with Compliance, Legal and Business management to ensure appropriateness of servicing material distributed internally and externally.
- Maintain strong working relationships with colleagues in the Discretionary Asset Management Group, the Investment Group and the Bank as a whole
**Typical Targets and Measures**
- Feedback received across organization
**Operational Effectiveness & Control**:
- Pro active in escalating issues and good level of Manager Information (MI)
- Strong sense of organisation with ability to work in complex matrix
- Focus on details and accuracy
- Ethical
**Typical Targets and Measures**
- Limited number of errors/complaints
**Management of Risk (Operational Risk / FIM requirements)**:
- The jobholder is required to adhere with the Group Policy and Compliance guidance.
- He/she should work closely with Compliance and take pre-emptive measures to reduce/mitigate potential operational risk.
- He/she should pay attention to marketing activities encompassing local and cross border selling restrictions.
**Observation of Internal Controls (Compliance Policy / FIM requirements)**:
- The jobholder will adhere to, and be able to demonstrate adherence to, internal controls and will implement the Group compliance policy by adhering to all relevant processes/procedures.
- The term ‘compliance’ embraces all relevant financial services laws, rules and codes with which the business has to comply. This will be achieved by adherence to all relevant procedures, keeping appropriate records and, where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators.
- The following statement is only for roles with managerial or specific Compliance responsibilities
- The jobholder will implement measures to contain compliance risk across the business area. This will be achieved by liaising with Compliance department abo
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