Investment Advisor

3 weeks ago


Bellevue, United States Tata Consultancy Services Full time

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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