To review and triage online requests from sellers.
Capture all attributes of case and DD360 case creation.
Maintain process documentation, work instructions and SOPs.
Populating data in OneAsk for analysis and documentation.
Attaching appropriate documentation in OneAsk and DD360.
Controls and compliance vetting for investments approved by the Worldwide Deal Desk, and reviews ECIF requests and related document ation for accuracy (including related SOWs, Work Orders, or Work Scope documents).
Ensuring all details needed for the Global ECIF and ACO to be approved is available for DM review.
Required Qualifications/Skills
Bachelor's degree in finance, accounting, economics, or a related discipline.
4+ years of experience in a finance position.
Good to have FINRA license.
Expertise in tax financial regulation laws.
Excellent communication and presentation skills to effectively communicate investment strategies and recommendations to clients.
Experience working in the financial industry, particularly in investment management or consulting.
Expertise in Risk Management,Spend management, Master Data Management, Demand Forecasting & Planning.