Position Details: GLOBAL INDEPENDENCE – ANALYST

Description:

• *Work you’ll do
• *As a part of this team, you will be involved with and required to:
• - *Carry out assigned tasks to ensure compliance with the firm’s
policies and regulations in the areas of independence, compliance and risk.

• - *Perform secondary research to ensure the data provided by firms is
accurate.

• - *Run periodic reports to ensure data within various dashboards are up
to date.

• - *Interact/coordinate frequently with firms to ensure compliance with
the regulatory policies.

Consistently apply one’s knowledge to identify and
resolve exceptions to policies in a timely manner.

• - *Assist with reconciliation of data to maintain consistency and
accuracy across multiple internal systems.

• - *Work on updating documentation for relevant processes ensuring
guidance is up to date and in line with changes in the process.

• - *Participate in User Acceptance Testing as part of system deployment
activities.

• - *Work on projects as required and contribute to developing best
practices.

• - *Come up with innovative ideas to enhance the process and actively
contribute to the knowledge sharing initiatives.

• *Qualifications and

Experience:

• - *Postgraduate/MBA Finance/MCom or related field
• - *0-2 years of total/relevant experience
• *Required Skillset:
• - Basic knowledge of common financial instruments such as equities,
mutual funds, loans and insurance products

• Excellent verbal and written communication skills to interact with
individuals ranging from staff to partners

• Effective time management skills and ability to work in a fast-paced
environment

• Excellent organizational and interpersonal skills
• Good analytical skills with an emphasis on attention to detail and
professional skepticism such that the circumstances surrounding an issue
are properly documented in the applicable system(s)

• Strong ability to follow procedures consistently, knowing when to seek
guidance

• Strong research skills and familiarity with various research tools
(e.g.

Bloomberg, Refinitiv)

• Ability to handle confidential and sensitive information with
appropriate discretion

• Ability and interest to participate in special projects as needed
• Proficient with technology tools such as Microsoft Office – MS Excel,
Word, Power Point (knowledge on database tools and analytics applications a
plus)

• Ability to work extra hours/overtime during busy seasons
• Ability to adapt to changes in process and team dynamics
• Understanding of Independence requirements for a professional
services/audit firm a plus

• Ability to work independently and as part of a team in a dynamic work
environment

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