Operations Specialist, Operations

The Team:

• Tax Utility is a solution within the overall portfolio of S&P Global Tax Solution offerings that essentially provides a mechanism for exchanging and sharing required tax documentation for the clients (Buysides and Sell side).
• Subscribers of Tax Utility gain access to a cutting-edge platform that provides direct access to thousands of pre-validated tax packages. This includes a professionally verified tax certification, a validation summary report and any supporting legal documents used to substantiate the information provided on the tax form.
• We facilitate onboarding of tax documentation associated with IRS guidelines, client permissions and identifying refresh populations.

The Impact:

• Tax Utility provides direct use of a searchable repository of pre-validated tax form packages ready for immediate use, with significant time savings.
• Enhanced management over form expirations & ability to automatically validate a Subscribers existing tax form data and related profiles, allowing for seamless validation and rapidly processing without manual intervention changes in circumstance, with availability of automated workflows & dashboards to manage remediations.
• Tax utility address all outreach, validation & monitoring needs associated with actionable Tax Utility (TU) items, following the below processes:
• Onboarding
• Outreach
• Validation
• Monitoring
• Whats in it for you:
• Develop understanding of and expertise on Regulatory and Compliance space, especially FATCA, CRS, etc. and for buyside and sell side platforms.
• Develop understanding of custom reporting, related projects along with valuable skills on building client relationships.
• Getting to learn In Demand tools/softwares like:
• Advanced excel
• PostgreSQL
• Audit Command Language
• Macros/VBA
• Python
• GenAI Tools
• Proactive operational support to ensure that clients receive a premier service regarding the following:
• Subscriber Tax Reporting
• Client Support
• Clients projects and explore opportunities to gain operational efficiencies.
• Exploring and working on live client platform
• Gaining knowledge about different work dashboards.

Responsibilities:

• Query and Analyze system data, integrate client data using the data analysis program Diligent High Bond ACL, to automate recurring projects often working with technical teams (product development, programming and reporting).
• Taking up of projects that specifically involve making custom reports, writing queries in PSQL, VBA or ACL (Audit command Language).
• Taking up new and upcoming data analysis related projects , working on them proactively and conducting training sessions for other teammates.
• Taking initiatives on projects that involve automating currents processes using Large Language Models , Python or VBA codes.
• Taking up projects and delivering them within the set timelines. Further taking up responsibility of processes, leading them and increase their operational efficiency.
• Becoming proficient in supporting Tax Utility clients (buyside and sell-side firms) requirements on one or more products. This includes setting up accounts and users access, running reports, outreaches, demo calls, supporting clients on their regulatory and compliance needs and mapping entities
• Become highly skilled in understanding and maintaining Operational Processes, including assisting peers and leadership with creating SOPs, UAT testing and implementing a quality control review of operational activities Ensure all customers receive first class service consistent with S&P Globals expectations including but not limited to identifying and resolving client issues, following up with clients based off SLAs, assisting with ad hoc projects and answering customer inquiries.Cultivate, foster, and manage relationships with internal clients.Work with business partners to validate the integrity of data and documents maintained for all Regulatory and Compliance platformsDevelopathorough understanding of buyside and sell side platformsBecome highly skilled in the suite of solutions such as Core, Regulations and Tax Utility
• Develop understanding of and expertise on Regulatory and Compliance space, especially FATCA, CRS, etc.
• Flexibility to work across UK and US shifts on a rotational basis.
• Monitor legislative and regulatory developments impacting withholding and reporting requirements.
• Relationship building with all key clients both internal & external.
• Maintaining SLAs and work Quality by delivering client adhocs as of mentioned timelines.

What Were Looking For:

• We are looking for a skillful individual who has previous experience in Reporting and workflow management. Also, the preferred candidate should be proficient in Data Analysis skills with good knowledge of SQL and Diligent Highbond ACL. Experience with PSQL and advanced knowledge of MS Excel along Macros/VBA a big plus.
• The ideal candidate will need to be detail oriented and task driven with a strong work ethic and able to work in a fast-paced environment along with a big team and should also be able to contribute on an individual basis and as part of a team.
• The Candidate should have working knowledge of writing scripts in Python, specifically for automating recurring processes.
• Candidates having experience of automating current processes using python or VBA will be preferred.
• The Candidate will be required to gain process and product knowledge within 1-2 months, start processing live operations activities and partner with client service, product, development and quality assurance team to meet the day to day BAU requirements and get cross-skilled on multiple products.
• Strong verbal and written communication skills are required to communicate effectively with onshore team and have an excellent client service ethos.
• A flexible and analytical approach to problem solving and Ability to work under pressure and to strict deadlines.
• Flexibility to work across US & UK shifts.
• Experience in Client Outreach Space, Regulatory & Compliance and financial data operations and Client support are required.
• Batchelors Degree along with 2-4 + years experience.
• Strong analytical and interpersonal skills.
• Familiarity with bank compliance and risk management a plus.