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Job Location | Bangalore |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Banking / Financial Services |
Functional Area | General / Other Software |
EmploymentType | Full-time |
Graduate / post graduate with 6-8 years of experienceBusiness stakeholder for assigned strategies impacting client fees & discountingLeads tactical and strategic projects related to client fees & discountingDesigns and produces monthly reporting package for client fees & discountingPerform root cause analysis, efforts to close control gaps, and identification and prioritization of enhancementsOwns and drives resolution of all related control issues and action plansPartner w/ controls on targeted reviews, deep dives and control design evaluationsOwns implementation and monitoring of BAU controlsPartners with business on approving all changes to client fees Ensure all changes go through Investment Services Committee (ISC) Lead annual reasonableness assessment of all client fees and present findings to ISCOversee administration of the CWM annual account feesCreates & implements fee discounting strategy in partnership with Finance, Field Leadership and Practice ManagementPartners with Finance to understand fee discounting trends/business impacts and identifies opportunities for improvementOwns/maintains all related policies & procedures w/ P&P admin team,
Keyskills :
root cause analysisroot causecontrol designrootdesigndrivesfinancecontrolreviewsbusinessstrategyanalysisreportinginvestmentmonitoringpoliciesprocedures