Build good 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.
Conduct secondary research using internal and external databases.
Perform reconciliation, research and draft recommendations for review by project managers as part of the procedures.
Actively participate in knowledge calibration sessions by asking relevant questions and highlight any process understanding gaps timely.
Communicate clearly with engagement teams and stakeholders during follow-ups, ensuring timely completion of procedures.
Develop basic understanding of AI and emerging technologies relevant to Independence processes, with a willingness to adopt digital tools for efficiency
Understand and work towards meeting and exceeding the defined individual KPIs for the role. Skills and attributes for success
Maintain a client-centric mindset by prioritizing responsiveness and accuracy.
Ability to work with an inclusive mindset.
Possess strong communication and inter-personal skills.
Prioritize tasks and manage time effectively to meet client expectations without compromising on quality or deadlines and keeping others informed of status and activities.
Uphold the highest standards of ethics, integrity, and values.
Understanding of existing technologies and willingness to adapt to new digital tools to enhance efficiency.
Qualifications:
Graduate/Masters/Post-graduate degree (preferably in Finance domain) from a reputed institution.
Minimum 1 year 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
Intermediate level of knowledge in MS Office (Outlook, MS Word, MS Excel, SharePoint etc.)
