Roles & Responsibilities
Key responsibilities :
Technical expertise
Demonstrate thorough understanding and ability to interpret client’s company structure, applicability of different entity attributes and relationships in accordance with audit client and affiliate definition as per EYG Independence policy.
- Build working knowledge of different internal Independence and financial tools and systems.
- Ability to comprehend interdependencies between systems to identify and fix discrepancies and bringing information in sync.
- Perform and review the reconciliation, secondary research and recommendations drafted as part of the procedures by Associate analysts/ analysts within the team.
- Develop technical expertise of Independence processes to assume subject matter expert responsibilities.
- Build strong credibility by sharing insights and technical acumen, while engaging in relevant discussions with internal and external stakeholders.
- Lead knowledge calibration sessions addressing process related questions from team members.
- Develop working knowledge of AI and emerging technologies relevant to Independence processes to identify opportunities for automation and efficiency improvements.
- Understand and work towards meeting and exceeding the defined individual and team KPIs for the role.
Client/Stakeholder Management
- Stay connected with the client serving/audit teams during project/request lifecycle.
- Organize and lead calls and share regular status updates, address queries, perform follow ups and gather accurate information for timely system updates.
- Demonstrate client centricity by proactively engaging with engagement teams, understanding their requirements, and providing timely support during the request lifecycle.
- Act as a point of contact between the client teams, members of other Independence competencies, and relevant GDS functions to effectively coordinate efforts for a project/request.
Teaming and Collaboration
- Perform detailed reviews and provide feedback to Associate analysts/Analysts on projects/requests reviewed to drive highest delivery standards.
- Monitor and manage team performance by evaluating individuals against defined KPI’s and offering constructive feedback.
- Mentor team members by offering on-the-job coaching and knowledge sharing to foster career advancement and help identify learning opportunities to fill any skill gaps.
Skills and attributes for success:
- Manage day-to-day administrative issues and communicating appropriately to the client serving/audit teams/ team manager at GDS.
- Must possess a client- centric and enablement mindset.
- Possess excellent communication and interpersonal skills to engage in clear, impactful conversations with clients and stakeholders.
- Possess excellent secondary research expertise using internal and external databases.
- Prioritize tasks and manage time effectively to meet client expectations without compromising on quality or deadlines. • Foster a diverse and inclusive team environment where all members feel valued and included. • Uphold the highest standards of ethics, integrity, and values.
- Must be adaptable and agile in dynamic situations, facilitating change management.
- Innovative mindset with proficiency in using current technologies and willingness to adapt to new digital tools to enhance efficiency.
Qualifications:
- Masters/post-graduate degree (preferably in Finance) from a reputed institute.
- 3 - 5 years of experience in secondary research and analysis in a professional services firm.
- Candidates with exposure of handing client interaction would be preferred.
- Well-developed analytical, interpersonal, and communication (both verbal and written) skills in English
- Basic understanding of type of company structures, Ownership structures, awareness of auditor Independence and basic risk management concepts.
Technologies and Tools
- Experience in MS office suites like Microsoft 365, MS excel, PowerPoint
Work Location
