Project Management - Associate

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Project Management Associate within the national branch team, you will coordinate the escheatment process outreach, manage cases for terminated advisors, handle rejected money movements, track and ensure compliance with penny stock procedures, and conduct EVP escalations resolutions. You will also serve as a backup for other critical processes, engaging directly with Advisors and Field Leaders to perform key tasks as part of the national branch book of work. You will work with market directors and regional directors to resolve queries, manage mailboxes, and report critical tasks for control requirements. You will influence partners to promote process improvement and collaborate with global teams to meet reporting and control task requirements.

Job Responsibilities 

Perform key tasks assigned as part of national branch book of work 

Work with market directors and regional directors to resolve queries 

Ensure mailbox management and reporting of critical tasks for control requirements 

Influence internal and external partners and promote process improvement 

Collaborate with global teams and SME's to ensure adhoc requirements are met for reporting requirements and control task 

Update accounts to add or remove assigned restriction code 

Perform other need based remediation, reporting, reconciliation activities which support the field leaders 

Required qualifications, capabilities, and skills 

Minimum 5 years’ experience with transaction processing, query resolution, stakeholder reporting and MIS

Customer service experience and strong understanding of operational controls

Experience working with multiple global stakeholders in a banking or financial services function

Strong problem-solving skills and relationship management skills 

Strong written and verbal communication skills 

Hands on experience working with large data 

Preferred qualifications, capabilities, and skills

Bachelor’s degree required, CFA/CMA/CA/MBA (Operations) an advantage  

Excellent communication (verbal and written) skills  

Proficiency in Microsoft Office (especially Excel and PowerPoint)  

Experience in using Data extraction and Data analysis