Investment Consultant

3 weeks ago


Bellevue, United States Tata Consultancy Services Full time
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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