Sr consultant, Team lead

Job Description

Compliance data analytics and reporting. This senior consultant team Lead role is responsible for IRAS client relationships, communicating directly with external clients and third parties, and working with internal Northern partners across a variety of business units and regionsThe senior consultant, team lead manages the regional team of client servicing consultants and is responsible for performance management as well as identifying the training and development needs of the team. Responsible for capacity management, the manager ensures resources are available to accomplish priorities and provide the highest level of support to clients. Individual should also ensure that the goals of the Client Services team are met and can step in and support any aspect of coverage. In this capacity the individual will lead relatively complex, extensive, high profile activities e.g. direct interaction with clients and senior management and possess excellent analytical, consultative, communication and judgment skills. The role demands a superior level of client servicing that differentiates them from their peers. In addition to management duties above, the individual is responsible for : Provides clients with the most complex performance / Compliance/Risk analysis services to evaluate the performance of various investment vehicles in the client s plans/funds and Monitor the Guidelines for the Investments managers and review the breaches with the clients/ Engage in frequent client communication via conference call and email Be a relationship driver for clients Collaborates with the wider analyst teams and delegate tasks appropriately to ensure deadlines are met Provide client demos and training of IRAS products via Web-ex eg Radar, CAR Work with global IRAS management and IRAS Product to improve client service, quality of information, and close product gaps by educating clients about new and enhanced tools. Liaise with GCS and Index teams to ensure reporting and index needs are handled in line with IRAS best practices Effectively manage expenses and focus on revenue generating activities; understand client profitability and liaise internally to ensure accurate billing. Present on full portfolio of clients focusing on actual margin, revenue situation and drivers Participate in global management team, representing the region to regularly propose solutions and/or suggestions to improve level of client service Maintain strong working relationship with internal support groups across the practice and provide SME input into strategic plansBachelor s degree with at least 9+ years of experience in the financial services industry Good working knowledge of IRAS tools & applications across all products Prior experience as an IRAS analyst, associate consultant, or TL preferred Prior project management experience preferred The candidate should possess the following skills: Strong organizational, written, and verbal client servicing skills required. Must have excellent time management and multi-tasking skills Ability to multitask, meet deadlines, adapt to change, and willing to overcome obstacles to accomplish goal. Experience with industry vended compliance monitoring systems such as Charles River, Bloomberg POMS, RCB Dexia, etc. and/or Mutual Fund Compliance and Risk Monitoring experience is a plus. Knowledge/experience with PACE, Custom Hierarchy, RADAR, Data Direct, and Integrated Reporting is a must In-depth knowledge of capital markets. Understanding of financial concepts, rate of return calculations, and awareness of investment types across multiple asset classes Independent self-starter with an excellence in execution while ability to thrive in a collaborative team environment; possess excellent interpersonal skills to liaise with IRAS product and non-IRAS business partners Must be a critical thinker with excellent communication skills for presenting, listening, and writing functions. Strong presentation skills with ability to explain complex ideas at a high level Understanding of how a client s data flows through Northern Trust systems is preferred Ability to problem-solve Ability to develop and evaluate solutions while planning and prioritizing client activities to manage relationships effectively. Ability to proactively determine client needs or issues by asking insightful questions and developing the client relationship Ability to partner with others to help deliver solutions to client Ability to effectively manage client and business partner expectations,

Keyskills :
mutual fundsdata analyticsbusiness unitssupport groupstime managementrisk monitoringclient servicesclient servicingexternal clientssenior managementanalysis servicesglobal managementproject management