About the Role
Are you ready to make an impact at DTCC?
The Chief Client Office (CCO) is focused on providing a consistent Client Experience across all business lines and geographies, enabling enhanced Client Satisfaction, Revenue Growth and Business Line Success. The CCO function includes Sales, Partners, Relationship Management, Integration, Marketing & Communications and Sales Analytics & Operations.
Pay and Benefits
•Competitive compensation, including base pay and annual incentive
•Comprehensive health and life insurance and well-being benefits, based on location
•Pension / Retirement benefits
•Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being
•DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee)
The Impact You Will Have in This Role
Being a member of the Global Service Bureau (GSB) team, the Senior Analyst is responsible for processing client cases following agreed procedures and established quality standards. Specific responsibility includes the onboarding and maintenance of client's Standing Settlement Instructions (SSIs) in ALERT, analyzing and mapping client data to ensure that the Standing Settlement Instructions are compliant with industry standards and market best practices. The Senior Analyst is expected to continuously be updated on the changes around ALERT Best Practices, market rules, and industry standards.
The role requires the highest level of attention to detail where the Senior Analyst should be able to accurately capture and transfer information and instruction from clients to the system, able to analyze the data, compare this against information sent by the client, identify missing mandatory information and non-compliant data versus validation rules. He/she is expected to determine turnaround time target for assigned cases, fees for billable projects, communicate with internal and external parties on project progress and ensure client satisfaction during and after the completion of each project.
The Senior Analyst role requires knowledge of the automation technology and workflows, understanding of how to perform the GSB tasks using the tool, and the ability to evaluate and solve problems to improve the quality of each model to enable the accurate completion of the client request.
Your Primary Responsibilities
•Process all GSB tasks through timely prioritization of assigned cases and adhere to agreed procedures and case management guidelines
•Actively manage open cases, taking responsibility for the completion of each case with the highest level of accuracy and within the committed turn-around time
•Analyze client Standing Settlement Instructions (SSI) against industry standards and market best practices and ensure accurate mapping of client's Standing Settlement Instructions in ALERT
•Build and strengthen relationships with clients through timely response and completion of cases and/or escalating issues that cannot be resolved
•Build relationships with internal stakeholders such as Integration, Product Management or Development, and Relationship Managers, by providing timely status updates and discussing potential issues that could delay completion of the project
•Actively participate in developing skills (technical, product knowledge, tools, and soft skills) to effectively and efficiently handle client requests
•As assigned by the Leadership team, handle complex, high volume cases such as migrations or maintenance projects which require thorough analysis of live data; organize client meetings to provide project status and gather missing information necessary for completion of the project
•Provide support to Global Custodian Projects through data upload and perform data reconciliation whenever necessary
•Ensure timely escalation of potential issues to the Leadership team
•Assist in building automation models to improve efficiencies by teaching the tool the ALERT best practices
•Fulfil client requests using automation workflows, and challenge the tool to prevent risks; evaluate the accuracy and performance of the models by analyzing the quality produced by the tool, identify discrepancies against the AI tool output vs. best practice guidance, and raise any exceptions to leadership
Key Skills
•Collaborates well within and across teams
•Communicates openly with team members and others
•Works with the team to review deliverables and ensure quality and accuracy; adheres to established rules and procedures when performing work
•Time management – managing projects and deadlines effectively
Machine Learning & Deep Learning
•An understanding of statistical modelling techniques, e.g. classification and regression techniques, neural networks, etc.
•Feature Engineering & Selection – improving model accuracy by selecting relevant features
Data Engineering & Preprocessing
•Data Wrangling & Cleaning – handling missing data, outliers, and inconsistencies
•ETL (Extract, Transform, Load Pipelines) – prepare data for analyses
Qualifications
•Minimum of 2 years of related experience
•Bachelor's degree preferred or equivalent experience
Talents Needed for Success
•Adheres to established rules and procedures when performing work
•Takes personal accountability to drive work forward
•Presents information clearly in writing and orally in small and larger group settings
•Willingness to constructively challenge others on established views and contribute new ideas/alternative approaches
•Understands the needs of external clients, Client Account Services team members, and key internal stakeholders across the organization
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations.
