Investment Consultant
2 weeks ago
Experience required - 4 years
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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Investment Consultant
2 weeks ago
Bellevue, United States Tata Consultancy Services Full timeExperience required - 4 years 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...
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Investment Consultant
3 weeks ago
Bellevue, United States Tata Consultancy Services Full timeTechnical/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...
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