Team Lead, Fin Reporting

About Northern Trust:

Northern Trust a Fortune 500 company is a globally recognized award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals families and institutions by remaining true to our enduring principles of service expertise and integrity. With more than 130 years of financial experience and over 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

The job holder is responsible for leading/managing a team of Regulatory Reporting professionals (Analysts Senior Analysts and Technical Coordinators) consisting of 8-10 full time employees. The job holder has responsibility for the teams training performance management and performance in the preparation and review of monthly/quarterly Ongoing Charges Figure (OCF) and Synthetic Risk and Reward Profile (SRRI) in the KIID as part of the regulatory guidelines enforced by the European Commission under UCITS IV.

Duties:

Performing quality assurance checks on information received internally from other supporting functions. Close attention to detail required.

Responsible for maintaining the teams Key Performance Indicators (KPIs) as per the agreed Service Level Document (SLD) with home country.

Work closely with counterpart in home locations to resolve queries

Create maintain and update procedures/processes

Ensure compliance with all controls and procedures outlined in the procedures manual and general company policies

Review and sign off on reports of other team members

Work closely with the Manager(s) and stakeholders across Northern Trust locations through the various stages of transitions and on-boarding of processes in Manila seamlessly as per the transition plan.

Ensure all scheduled work is completed by agreed deadlines checklists are signed and files are complete

Identify and implement process improvements to reduce risk and develop efficiency of function

Ensure that technology available is being fully utilized in the most efficient manner

Ensure full and proper reporting and escalation of any operational issues

Escalate and communicate any service delivery issues (for example late reporting) as identified

On-going review of daily controls and communications of suggested procedural changes

Assist with recruiting training and coaching of new team members

Assist the Manager(s) in the production and enhancement of revised departmental procedures for use as training tools

Work with the Manager(s) to continually assess the teams processes to improve efficiency reduce risk and/or cost as well as to increase the engagement and motivation of staff.

Manage the allocation of the workload in a fair and efficient manner

Review work status on a regular basis and develop priorities

Provide leadership of team and across other groups by sharing knowledge as appropriate.

Provide objective and regular feedback to team members

Conduct performance review and appraisal of team members

Working closely with Manager(s) on various processes/projects such as being assigned to take the lead and/or assist to implement new processes in order to help the team be successful in its goals and KPIs.

Additional tasks that may from time to time be required which are appropriate to the role and business requirements.

Experience and Qualification:

6 - 8 years of experience in reporting functions like financial reporting regulatory reporting client reporting and board reporting in an Audit Firm Hedge Fund Mutual Fund or Financial institution. Team Leader with at least 2 years in supervising teams

Bachelors degree in Accounting or Finance

People management experience gained within a financial services organization

Background in regulatory / statutory reporting will be preferred

Minimum of 24 months experience in the process area

Working with Us:

As a Northern Trust partner greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at .

We hope youre excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Our Manila Office

The Northern Trust Manila office celebrated a decade of excellence in 2024. Through agility resiliency innovation and excellence they have evolved into a dynamic hub with diverse capabilities and a thriving workforce of over 1200 driving meaningful impact and sustainable growth. Learn more.