Job Description

Responsibilities

Client Delivery & Stakeholder Management

• Manage multiple concurrent client requests, ensuring timely and high-quality completion of all deliverables.
• Foster long-term relationships with existing clients, key business partners, and internal stakeholders.
• Lead client meetings to provide clear updates on project progress, milestones, risks, and challenges.
• Navigate evolving client requirements to design and implement new workflows and operating processes.

Project & Process Management

• Evaluate scopes of work and project plans; provide recommendations for process enhancements and operational improvements.
• Prepare and maintain detailed project trackers, timelines, and status documentation.
• Identify, assess, and resolve gaps in processes and project execution.
• Monitor key performance indicators (KPIs) and implement continuous improvement initiatives as needed.

Reporting & Governance

• Prepare and present regular reports on team performance, project status, and key metrics for internal and client audiences.
• Ensure compliance with all applicable regulations, industry standards, and internal control frameworks.
• Interpret financial and legal entity documentation across multiple domains and jurisdictions, as required.

Product & Domain Expertise

• Rapidly develop expertise in proprietary products, platforms, and client business lines through complex engagements.
• Apply a strong understanding of regulatory and financial services concepts to support client solutions.

People Leadership (Team Lead Responsibilities)

• Supervise, coach, and develop team members to maximize performance and professional growth.
• Set clear performance goals, provide ongoing feedback, and conduct formal performance evaluations.
• Promote collaboration and knowledge sharing across junior and senior team members, cross-functional partners, and vendors.

Qualifications & Skills

Experience & Industry Knowledge

• Exposure to derivatives trading is preferred.
• Familiarity with KYC constitutional documentation and onboarding processes.
• Solid understanding of financial services firms and investment management operations.

Core Competencies

• Strong analytical, project management, and problem-solving skills.
• Proven ability to perform under pressure and manage competing priorities.
• Exceptional written and verbal communication skills, including presentation to clients and senior stakeholders.
• High attention to detail with a strong focus on quality, accuracy, and process discipline.
• Ability to collaborate effectively with both junior and senior team members in a fast-paced environment.

Technical Skills

• Proficiency in Microsoft Office Suite required.
• Advanced Excel skills strongly preferred.

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