Associate

Job Description

Job Description

Job Title : Associate

Department : GMD / Global Markets Client Division Portfolio, and Conduit Management

Reports to : Head of Project Management

Summary : Business analyst whose main responsibilities are associated with systems utilized by the Securitization department.

Develop tools in Excel as needed to manage data maintained by the Securitization department.

1. Key Responsibilities

• Become an expert in the bank’s internal proprietary securitization system (SIS)
• Coordinate and assist the business in setting up and maintaining transactions in bank systems
• Develop and implement training programs on the bank systems Publish and maintain the Business User Manual as needed for the bank systems
• Assist in establishing priorities for new releases
• Review comment, and write specification documents
• Design, participate and coordinate User Acceptance Tests for various releases of the bank systems used by the group.
• Oversee system integrity for the proprietary securitization system (ensure that we remain consistent in terms of transaction set up) as well as maintaining tables and other reference items
• Develop and implement new initiatives as the system is further developed and enhanced
• Interact with other groups within the bank to develop new modules required to limit operational risk
• Assist the project manager with follow up and monitoring of technology initiatives
• Assist in setting up and producing reports for the US and European regulators
• Participate and oversee the month end close process
• Develop applications in Excel and Outlook to enhance overall automation and management of data

2. Management and Reporting : Report to the Project manager

3. Counterparties and clients : Develop and maintain relationships with outside vendors and peers as needed

4. Communication

• Key Internal Contacts-
• Strong interaction with the portfolio team, reporting team, and funding team.
• Coordination with the project management team in head office
• Coordination with the IT team locally and head office
• Key External Contacts- Outside vendors as necessary

5. Systems

• Internal : Outlook, Microsoft Office (Word, Excel, PowerPoint, Access), VBA, SQL, Intranet, SIS, CPU, among others
• External : Bloomberg, Reuters, rating agency websites, client websites, Google and or Yahoo finance, and other related websites

Legal and Regulatory Responsibilities

Comply with all applicable legal, regulatory and internal Compliance requirements, including, but not limited to, the Crédit Agricole CIB Americas Compliance manual and Compliance policies and procedures as issued from time to time;

Financial Security requirements, including, but not limited to, the prevention of Financial Crime and Fraud including reporting obligations to the Money Laundering Reporting Officer.

• Maintain appropriate knowledge to ensure to be fully qualified to undertake the role.
• Complete all mandatory training as required to attain and maintain competence.

Requirements

Qualifications / Education Required : Bachelor Degree; Post graduate degree (preferred)

Experience Required : Experience supporting various systems and interacting with the business and IT teams.

Competencies Required : Team spirit and ability to work in an international environment. IT background and knowledge

Language : English

Skills & Knowledge Requirements :

• Strong presentation and writing skills
• Time management skills
• Basic knowledge of finance
• Proficient in SQL, Excel, VBA, and Microsoft Access
24 days ago