Job Location: Pune
- Under significant direction, analyzes, reconciles, troubleshoots and reviews incoming and outgoing data to ensure accurate performance/output generated by organization technology products and solutions.
- May contribute to data quality testing and begin to work with outside vendors.
- Analyzes and monitors data/reports to ensure quality of and accurate transfer, integration, translation, and reporting of data, reacting promptly to data quality statistics and client inquiries.
- Based on SOPs and/or documented process, executes low risk data fixes, resulting in improved performance or accuracy.
- Executes test plans and ensures the quality and accurate delivery/transfer of test and production files.
- Builds domain and product knowledge through assisting colleagues and frequent interaction with technology developers, product teams, relationship/account managers, etc. No direct reports.
- Contributes to the achievement of team objectives.
- Bachelors degree or the equivalent combination of education and experience is required.
- Advanced/graduate degree preferred.
- 0-3 years of total work experience preferred.
- Experience in securities or financial services preferred
Data Analysis & Administration
- Develop and drive standard User & Data Maintenance practices and protocols to ensure data quality and data integrity
- Manage the data needed for all Investment Services and Global Client Management reporting/analytics to ensure consistency in reporting
- Lead data quality efforts that best support key KPIs
- Perform a variety of data cleansing measures including archiving obsolete data, reassigning data ownership, merging duplicate data etc.
User & Data Administration
- Manage user set up by applying the appropriate access controls, security rights, roles and permissions
- Manage and track license allocation by Line of Business
- Manage the timely removal and/or reassignment of user access for staff leaving/changing roles
- Consult with business stakeholders at all levels within the organization to ensure new and departing user access and data is correctly set-up and assigned
Case Management
- Manage and resolve simple cases within the prescribed SLA or reassign complex cases to appropriate CRM Relationship Manager
- Perform minor configuration changes to resolve cases
- Complete data entry tasks and requests including data mapping, data transfers, data quality review, exception management and testing.
- Minimum of two (2) years work experience supporting CRM systems (Salesforce or MS Dynamics)
- Bachelors degree or equivalent work experience required
- CRM certified administrator is preferred (Salesforce or MS Dynamics)
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