Senior Corporate Trust Analyst - HSBC - Jersey City, New Jersey - EXPIRED
Posted on: 01-14-2020 in Jersey City, New Jersey
This is an archive of an expired job.
Job Information:
Company: HSBC
North America-United States-New Jersey-Jersey City
The Senior
Client Services Trust Analyst oversees and administers a portfolio of deals
covering corporate bonds, escrows, money market, structured, insurance trusts,
and/or project finance transactions. The
Senior Client Services Trust Analyst is responsible for the delivery of services
to the client by meeting our contractual obligations. The Analyst is responsible for activities
including, but not limited to preparing deal set up, covenant monitoring, cash
and investment processing, amendments and corporate action events.
Primary
Responsibilities/Essential Functions:
- Review
documents and ensure deal is set up correctly on internal systesm.
- Execute
delivery of cash and investment transactions, corporate action events, covenant
monitoring, annual account reviews fee billing and others
- Minimize
risk by reviewing and approving transactions in compliance with operating
procedures and policies.
- Maximize
client retention by delivering top tier client services that meets client
expectations
- Drive
profitability by streamlining and increasing process efficiencies and
standardization.
- Train
junior analysts on document review, systems, and processes.
- Correspond
and timely address inquiries from internal and external stakeholders
- Review
and drive break resolution identified in reconciliations, either for daily or
month-end reporting purposes
- Manage
shared team functions and team email boxes.
- Perform
other job-related duties as assigned.
Decision-Making
Responsibility:
- Interpret
terms in governing document, policies and procedures
- Assess
and assist with streamlining and cost saves of our processes.
- Determine
and drive solutions for gaps identified in performed functions, if any
- Review
and approve transactions processed
- Ability
to escalate and communicate to both internal and external stakeholders
Management of Risk
- Each employee must be aware of the Operational Risk scenario associated
with the role and acts in a manner that takes account of operational risk
considerations.
- Each employee must ensure compliance, operational risk controls in
accordance with HSBC or regulatory standards and policies; and optimize
relations with regulators by addressing any issues.
- Each employee must promote an environment that supports diversity and
reflects the HSBC brand.
Observation of Internal Controls
- Each
employee must maintain HSBC internal control standards, including timely
implementation of internal and external audit points together with any issues
raised by external regulators. Any failures to comply with the above should be
reflected in year-end performance assessments.
- Each employee must understand, follow and demonstrate compliance with
all relevant internal and external rules, regulations and procedures that apply
to the conduct of the business in which the jobholder is involved, specifically
Internal Controls and any Compliance policy including, inter alia, the Group
Compliance policy.
- Minimum
of 5 years of experience in Corporate Trust
- Minimum
BA/BS degree
- Strong
client service and communication skills
- Advanced
Excel knowledge
- Proficient
deal documentation.
- Excellent
written and verbal communication
- Ability
to multi task, manage time and meet deadlines.
- Strong
process and operational risk understanding
EEO/AA/Minorities/Women/Disability/Veterans