Job description
Business: Securities Services – Client Change & Onboarding
Open positions:1
Role Title: Senior Migration Manager
Location (Country / City ): India/Bangalore
Recruiter Name : Tanvi Mathur
Why join us?
- This role is responsible for the delivery of client on-boarding and change initiatives in Securities Services. The role supports business growth through execution of fund migration / client change activities as part of the Client Change and Onboarding Team.
- Onboarding & Development Practice is a global project Team on-boarding new clients and/or existing clients funds exiting from external administrators to HSBC. The primary function of the migration team is the analysis of large volumes of accounting and tax fund data which will be translated using existing and new strategic tooling to load onto our global accounting platforms before it is reconciled back to the source. Prior to loading into Production, the data will be validated through multiple test phases working collaboratively with various internal and external stakeholders.
- Each migration project requires in-depth analysis of various reports such as TB, Price Files, Valuation, Holding, Assets, between the exiting TPA and HSBC adhering to stringent planned milestones to support a seamless transition to BAU within our Business Teams.
The Opportunity:
- The Senior Migration Manager will be accountable for the end to end delivery of Fund Accounting Migration activities, across multiple FA platforms, for key Securities Services clients supporting global business growth in Asia and Europe.
- The role holder will be a subject matter expert on FA Migrations who can both lead and manage delivery of client on-boarding playing a key oversight role across strategic and non-strategic projects. The role holder will have strong knowledge of fund accounting to undertake detailed upfront analysis of fund structures, instrument pricing, trial balance accounts, tax and fee structures. In addition, this role is expected to be able to consider the impact on operational processes supporting the funds and the wider project team.
- The role holder will have direct line management and be responsible for the support and development of each team member
What you’ll do:
- Understand project definition (scope, objectives, dependencies, assumptions, acceptance criteria, issues and risks).
- Work with product and other internal stakeholders to deliver a seamless migration of fund data for clients.
- Engage with external clients to determine full scope and execution plan for the migration of fund data to HSBC.
- Develop and baseline a detailed migration plan to support required deliverables, activities, resource allocations and on-boarding interdependencies.
Detailed migration skill set required:
- Ability to perform in depth analysis of fund structures, trial balances, fee structures and complex assets.
- Understand how to map trial balance accounts between platforms and the downstream implications.
- Coordination of the testing of data load activities and understanding the success criteria.
- Perform the migration load and reconciliation activities using ETL Tooling.
- Work with internal and external operational SME’s to understand the incoming data and how it will be delivered back out to the client.
- Track the utilisation and allocation of resources within the migration project team.
- Develop work plans and ensure clear deliverables in place for each on-boarding.
- Manage and report risks, issues, dependencies and changes in scope to the project PM.
Additional key responsibilities include:
- Evaluate opportunities to improve the existing migration process and experiment with future tooling and applications
- Identify areas to streamline and introduce automation to remove manual or repetitive processes
- Participate in wider team initiatives to support Securities Services Strategy
Requirements
What you will need to succeed in the role:
Academic and professional qualifications:
- A high quality degree level education, and a first class general academic track record
- A professional accounting qualification preferred
Profile of Candidate:
- Experience in security services platforms, functions and products is necessary.
- Significant operational experience in Fund Administration across different fund types. (Eg; OEICs, UTs, SICAV, L&P, TTF, ETF, IBOR, Shadow accounting, Pension)
- Experience in the delivery of fund accounting migrations / client on-boarding projects and understanding of complex operational environments.
- Client facing migration management or change experience highly desirable.
- Experience of leading teams, supporting team development, capability uplift and performance management.
- Able to demonstrate ability to build relationships with Senior stakeholders and networks across the business.
- Good business requirements and testing awareness.
- Proven ability to prioritise competing demands, taking into account relative priorities.
- Strong communicator both verbally and written with a comprehensive understanding of content and context.
- Excellent presentation skills and can tailor communication methods for the audience and environment.
- Strong analytic, problem solving and decision making abilities.
- Experience of training other and can apply knowledge transfer to activities.
- Ability to articulate a challenging strategic vision and motivate others.
What additional skills will be good to have?
- Candidates are expected to be competent in:
- Data Analysis
- Process Mapping
- User Documentation
- Impact Assessment/Gap Analysis
- Solution Identification and Validation
- Root Cause Analysis
- Stakeholder Management & Communication
(Or)
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You’ll achieve more at HSBC
HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.”
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招聘人员名称
Tanvi Mathur
招聘人员电子邮件
tanvi.mathur@hsbc.co.in