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Senior Corporate Trust Analyst - HSBC - Jersey City, New Jersey


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Job Information:

Company: HSBC

HSBC Logo 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.

Qualifications

 
  • 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
 

 

Job Status:

This job is currently active.