About the role
Job Description
Role SummaryEnd-to-end management of new-joiner onboarding, pre-process and process training execution, compliance tracking, and governance reporting for WAM operations. Acts as the primary operational link between offshore teams, internal managers, and onshore stakeholders to ensure seamless training delivery and quality compliance.Key Responsibilities1. Onboarding & Logistics Administration• Coordinate initial new-hire intake: arrange ID cards, floor access, transport facilities, and Flexi-kitty declarations.• Raise EIT requests for domain and email access for all new joiners.• Track new joiners, log asset details, and manage administrative records during full-time (FT) training.2. Training Delivery & Program Management• Deliver pre-process modules (soft skills, domain basics, client overview, and platform applications).• Facilitate client/EWA-led sessions; archive session recordings and documentation in shared drives.• Manage cross-training initiatives, maintain daily utilization trackers, and publish daily EOD updates.• Conduct regular 30-60-90 day check-ins with new hires to address training gaps and feedback.3. Assessment, Certification & Governance• Administer weekly LCP (License to Operate) assessments and track score progression.• Coordinate internal (Ops Manager) and onshore external LCP clearances.• Roll out monthly PKTs (Process Knowledge Tests), track completion coverage, and report results to management.• Manage SME certification readiness aligned with onshore expectations.4. Compliance, Quality & Reporting• Monitor completion of mandatory WNS, WAM, and BFS L&D courses within required deadlines (e.g., 60-day target).• Lead weekly quality connects (QC) with managers to drive Root Cause Analysis (RCA) and control plans for quality issues or Smartsheet feedback.• Collate asset reconciliation feedback and drive annual WAM procedure reviews.• Facilitate daily, weekly, and bi-weekly onshore/offshore cadence calls, preparing agendas and status reports.
Qualifications
Key Requirements• Domain Expertise: 1-3 years of hands-on operational or training experience within Capital Markets (e.g., Investment Banking operations, Trade Support, Equities/Fixed Income, Derivatives, or Asset Management).• Facilitation Mastery: Knowledge on delivering both virtual (VILT) and in-person interactive training sessions.• Technical & Analytics Proficiency: Proficient in Microsoft Office (Excel, PowerPoint) with good MIS reporting and analytical skills.• Communication: Exceptional verbal and written communication skills for onshore stakeholder alignment and daily/weekly reporting.• Education: Graduate degree in Finance, Economics, Business Administration, or a related field preferred.