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Bellevue

    Investment Advisor - Bellevue, United States - Tata Consultancy Services

    Tata Consultancy Services background
    Description

    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 email account

    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 by the Worldwide Deal Desk, and reviews ECIF requests and related documentation for accuracy (including related SOWs, Work Orders, or Work Scope documents).

    Calculating, and validating the financial results (ROI validation process)

    Ensuring all details needed for the Global ECIF and ACO to be approved is available for DM review (SOW, FastTrack review, Compliance review, etc.

    Preparing and sending a Financial Summary to DM for an approval decision

    Coaching the AT and DM on Financials results and ECIF Funding Policy

    Attaching appropriate documentation in OneAsk and DD360

    Operationalize and manage the Award Letter extension process and track actions and status

    IO creation & maintenance, MS Approvals validation (these are done during MS FTE holiday support)


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