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    Investment Consultant - Bellevue, United States - Tata Consultancy Services

    Tata Consultancy Services background
    Description

    Technical/Functional Skills

    finance; accounting; Data Analysis; compliance; financial data management;Customer Relationship Management


    Experience Required

    4


    Roles & Responsibilities


    Key Responsibilities:

    • To review and triage online requests from sellers
    • Capture all attributes of case and DD360 case creation
    • Query support (use of tools, process query etc) using emailaccount
    • Maintain process documentation, work instructions and SOPs.
    • Gathering financial details of the deal
    • Populating data in OneAsk for analysis and documentation
    • Controls and compliance vetting for investments approved bythe Worldwide Deal Desk, and reviews ECIF requests and related document ationfor accuracy (including related SOWs, Work Orders, or Work Scope documents).
    • Calculating, and validating the financial results (ROIvalidation process)
    • Ensuring all details needed for the Global ECIF and ACO to beapproved is available for DM review (SOW, FastTrack review, Compliancereview, etc.
    • Preparing and sending a Financial Summary to DM for anapproval decision
    • Coaching the AT and DM on Financials results and ECIF FundingPolicy
    • Attaching appropriate documentation in OneAsk and DD360
    • Operationalize and manage the Award Letter extension processand track actions and status
    • IOcreation & maintenance, MS Approvals validation (these are done during MSFTE holiday support)

    Generic Managerial Skills

    Forecasting; Spend management

    #LI-NS

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