Claims Consultant

3 weeks ago

Montreal, Canada Raise Full time

Requirements

  • Responsible for the clearance and settlement of the firm’s trading activities through the Euroclear Bank processing system (EUROCLEAR “EASYWAY”).
  • Specific knowledge of Canadian market and clearing facilities required.
  • Knowledge of Clearstream processing system (Creation Online).
  • Knowledge of SWIFT formats and processing.
  • Responsible for reporting of failed trades and reconciliation of positions held at agent bank against firm holdings.
  • Daily interaction with various internal departments within the firm, along with support of trading groups, mid-office staff and correspondent clearing and affiliate activities.
  • Individual will need to possess knowledge of local market trading practices, including buy-in procedures, market trading hours, cut-off times, local tax and with holding status and other practices.
  • Knowledge of SunGard/Phase3 processing system & basic Excel skills preferred

Secondary Duties:

  • Claims processing- related to US FED wire eligible instruments under the TMPG guidelines & best practices.
  • Preparation on a monthly basis of claims to be sent to counterparties from failing UST trades.
  • Follow-up on claims to ensure they are transmitted within 10 business days of the month, per TMPG guidelines.
  • Research on incoming claims utilizing both BNY BDC clearance system, BNY RDARS and Phase3.
  • Coordination on problem claims and counterparts that do not adhere to TMPG practices to management teams.
  • Coordination with Finance, Billing & Control & Reconciliation teams on the updates of claims resolution.

Qualifications:

  • 5 years of previous experience in dividends/reorg/corporate actions processing in Capital Market Back Office
  • Must be willing to work with and articulate-dealing with trading personnel & salespeople daily.
  • Mastery of Excel & Power Point. Knowledge of DTCC and Sungard FIS Phase3 system preferred; DTCC, FEDWIRE; Euroclear & Clearstream knowledge required. Understanding of claims processing and TMPG specific guidelines required.
  • University degree desirable
  • Knowledge of the capital market financial products and activities
  • Knowledge of the banking Front to Back processing and challenges
  • A self-starter who is highly motivated.
  • Good analytical, organizational and interpersonal skill
  • Adaptable & flexible
  • Must be a self starter, with excellent problem solving skills & be able to work under pressure.

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Vos responsabilités

  • Doit avoir une connaissance du processus de conversion ORD/ADR, y compris le traitement des versions préliminaires et des lettres d'annulation pour les banques mandataires.
  • Responsable de la compensation et du règlement des activités de négociation de l'entreprise via le système de traitement Euroclear Bank (EUROCLEAR « EASYWAY »).
  • Connaissance spécifique du marché canadien et des installations de compensation requise.
  • Connaissance du système de traitement Clearstream (Creation Online).
  • Connaissance des formats et traitements SWIFT.
  • Responsable du reporting des transactions non dénouées et du rapprochement des positions détenues auprès de la banque agent avec les avoirs de l'entreprise.
  • Interaction quotidienne avec divers départements internes de l'entreprise, ainsi que soutien aux groupes de négociation, au personnel de bureau intermédiaire et aux activités de compensation et d'affiliation des correspondants.
  • La personne devra posséder une connaissance des pratiques commerciales du marché local, y compris les procédures de rachat, les heures de négociation du marché, les heures limites, les taxes locales, le statut de détention et d'autres pratiques.
  • Connaissance du système de traitement SunGard/Phase3 et compétences de base en Excel préférées.

Tâches secondaires :

  • Traitement des réclamations liées aux instruments éligibles aux virements de la FED américaine selon les directives et les meilleures pratiques de TMPG.
  • Préparation mensuellement des réclamations à envoyer aux contreparties suite à des transactions UST défaillantes.
  • Effectuer le suivi des réclamations pour s'assurer qu'elles soient transmises dans les 10 jours ouvrables du mois, selon les directives de TMPG.
  • Recherche sur les réclamations entrantes en utilisant à la fois le système de liquidation BNY BDC, BNY RDARS et Phase3.
  • Coordination des réclamations problématiques et des contreparties qui n'adhèrent pas aux pratiques de TMPG auprès des équipes de direction.
  • Coordination avec les équipes Finance, Facturation & Contrôle & Réconciliation sur les mises à jour de résolution des incidents.

Vos qualifications

  • Une personne entreprenante et très motivée.
  • Bonnes compétences analytiques, organisationnelles et relationnelles
  • Adaptable et flexible
  • Doit être autonome, doté d'excellentes compétences en résolution de problèmes et être capable de travailler sous pression.
  • Doit être prêt à travailler quotidiennement avec le personnel commercial et les vendeurs.
  • Maîtrise d'Excel & Power Point. Connaissance du système DTCC et Sungard FIS Phase3 préférée ; DTCC, FEDWIRE ; Euroclear et Clearstream.
  • Diplôme universitaire
  • 5 ans d'expérience dans le traitement des dividendes/réorganisations/opérations sur titres dans le back-office des marchés de capitaux
  • Connaissance des produits et activités financiers du marché des capitaux
  • Connaissance du traitement et des enjeux du Front to Back bancaire

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