SA
SanlamPortfolio Operations
Portfolio Operations role at Sanlam crafting investment portfolios and overseeing client interactions. Managing trades and corporate actions while ensuring client satisfaction in energy - driven environment.
About the role
- Manage the tracking and documentation of changes for functional and business specifications; write detailed universally understood procedures for permanent records and for use in training
- Review updates to procedures with analysts, team leads, and managers to identify any possible considerations that management and compliance should evaluate
- Conduct change impact analysis to assess the potential implications of changes and document business rules, functions and requirements
- Direct or participate in special projects to determine feasibility, resolve problems including organizational, procedural, technical and fiscal research and analysis; develop processes and procedures to improve efficiency and customer service
- Communicate identified changes effectively to impacted teams
- Liaison with Training on procedure updates to ensure incorporation into training material
- Identify opportunities for improving business processes through information systems and/or non-system changes; assist in proposals for new systems or operational changes
- Participate in studies of new and existing programs and special projects; prepare reports and written findings and recommendations; monitor changes
- Liaison with the technology team on items requiring procedure or policy updates
- Partner with various AML partners for advisement and resolution of policy and procedural issues
- Perform project management responsibilities, including producing project plans, conducting risk analyses and providing weekly updates for senior management
- Operate with limited supervision; act as SME to senior stakeholders; appropriately assess risk and escalate control issues
Requirements
- 5-8 years of experience
- Experience with Banking and Financial Institutions
- Demonstrated understanding of KYC Policies & Procedures
- Strong knowledge of Citibank customer and transaction systems (CitiKYC, Concierge, NetX360, etc.)
- Advanced organizational skills with the ability to handle multiple assignments
- Exceptional one-on-one and group presentation, facilitation and communication skills
- Excellent communication skills; written and verbal
- Leadership, drive and results focus
- Strong Microsoft Office Suite knowledge (Word, Excel, Outlook and PowerPoint)
- Bachelor's degree/University degree or equivalent experience
Benefits
- Discretionary and formulaic incentive and retention awards
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages (planned time off/vacation, unplanned time off/sick leave) and paid holidays
- Competitive employee benefits
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