Daily Responsibilities:
Pulling reports from in-scope systems
Analyzing trades to establish if they can give rise to any withholding responsibility.
Work with our internal team to understand documentation status for trades deemed undocumented or unmapped.
Technical Skills:
Proficiency in SQL for querying and managing data.
Experience with Power BI for data visualization and reporting.
Knowledge of VBA for Excel to automate tasks and enhance Excel functionality.
Advanced proficiency in Excel, including data analysis and logical reasoning.
Domain Knowledge:
Good understanding of derivative financial products, indicating the client deals with complex financial instruments.
Knowledge of FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard) regulations, which are crucial for compliance in tax operations.
Analytical Skills:
Ability to pull and analyze reports from various systems.
Competence in analyzing trades to determine any withholding tax responsibilities.
Strong data analysis skills and ability to interpret data logically.
Operational Experience:
Previous experience in an operations environment within a financial institution, which suggests familiarity with the workflows and processes of financial operations.
Collaboration and Communication:
Ability to work with internal teams to assess the documentation status of trades, indicating the need for strong communication and collaboration skills.
