Analyst, Disclosures Team

Prepare Letters of Authority to be sent for client signature

Send out of disclosure requests to various custodian banks

Process of custodian responses and upload them in the platform

Saving of data in appropriate client folders adhering to proper naming conventions

Efficiently conduct Custodian Bank follow-ups

Ensure all email responses Disclosures Inbox are attended to.

Effectively communicate with stakeholders, providing status updates on all stages of the tasks.

Ensure all emails are in the Disclosures Inbox is attended to and processed expeditiously.