Group Lead-Cash Management

Posted 4 Days Ago
Be an Early Applicant
Udyog Vihar, Thane, Maharashtra
1-3 Years Experience
Fintech
The Role
Lead and oversee cash management processes, provide operational support, and coach direct reports on reconciliation and reporting tasks. Collaborate with Portfolio Managers and internal teams to ensure accurate financial operations. Responsibilities include coaching, process improvement, team management, and compliance with internal guidelines.
Summary Generated by Built In

Ensure timely and accurate cash reconciliation and reporting for the Portfolio management teams. Interact with Portfolio Managers and Portfolio Manager Assistants to provide overdraft monitoring and notification to these teams. Job incumbent is expected to cross train and be multi-skilled in a variety of functions covering Trade Mgmt. (incl. Share Class Hedging processes), Derivatives, Corp Actions etc to provide broader operational support.

Key Responsibilities

  • Lead and coach direct reports, by providing work direction and support the global team across locations on process or procedures related to reconciliation and publishing of different funds.
  • Assist and coach direct reports in resolving complex or high priority issues relating to reconciling and publishing, or respond to and resolve such issues directly, as necessary.
  • Work with staff to deal with changes resulting from new organization, systems, regulations, security types, turnover, job responsibility changes, and readiness to handle the increasing complexity of Global Operations.
  • Guide staff in identifying career objectives and development plans. Keep team engaged and motivated .
  • Attend team meetings, lead regular meetings as required, leading business initiatives and other administrative responsibilities for the team. 
  • Manage direct report workload and provide guidance in prioritizing work to meet or exceed all accuracy, processing, and work quality metrics and standards.
  • Participate in and provide subject matter expertise on cross-functional projects and/or process improvement teams that have implications to the job area.
  • Required to participate in standardization and continuous improvement initiatives as well as other business partner initiatives, be flexible and change ready in a dynamic work environment.
  • Among other things, to maintain close contact with customer / business partners, Technologies and other interface groups. 
  • The incumbent shall ensure compliance with SLA and other internal guidelines of policies relating to the business area he/she is going to handle and must be controls conscious. 
  • Communicate with various internal & external departments as needed. Required to consistently work towards anticipating, meeting and exceeding Portfolio Manager’s, Portfolio Manager Assisants and Trader’s requirements whilst ensuring effective teamwork at all times.
  • Provide feedback to direct reports through effective performance management practices; ensure employees are developing skills to promote both team and individual success. Independent liaising with US and UK Business Partners.


Required Qualifications

  • SME knowledge of Capital Markets (esp. Securities, Funds, and Forex Markets)
  • Sound analytical and management, problem solving skills
  • Good system skills viz. MS Excel, Word, PPT
  • Strong decision making abilities.
  • Excellent communication skills (written / oral), strong results orientation, project management, collaboration and co-ordination abilities
  • Ability to manage multiple tasks 


Preferred Qualifications

  • Mutual Fund Industry knowledge
  • Ability to work with team as well as collaborate with cross – functional teams
  • Knowledge of Investment tools like Aladdin, Frontier , Bloomberg etc

About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Timings

(8:00p-4:30a)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Mutual Fund Operations

Top Skills

Excel
Ms Powerpoint
Ms Word
The Company
Minneapolis, MN
16,649 Employees
On-site Workplace
Year Founded: 1894

What We Do

Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.

We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.

Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.

Learn how you can build your career at Ameriprise Financial.

*Ameriprise Financial Q2 2020 Statistical Supplement

All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.

By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

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