1. JOB SUMMARY - Summarize the job’s intent and why it exists.
This position is for an individual contributor in a training department responsible for the Functional (Investment Services) training and development employees in India or several global offices as per the requirement. This person is responsible for delivery and for monitoring the performance of training the One Functional onboarding program for all new hires to the company and for the delivery of advanced skills training in India. The role requires the person to be well versed in the financial services industry, departmental policies, and company policies. This position is designed to mitigate the risk of errors in fund administration operations (including accounting, transfer agency, trade processing, and financial reporting). Effectiveness as a trainer impacts the employees’ level of preparation for the job and the company’s level of protection against operational error and potential liability. The person will report directly to a Skills Training Manager. The person might also be highly accountable to the management team of the business line(s) that he or she supports; the business lines are the training team’s internal clients.
2. JOB DUTIES - List the most important duties of this position. Begin with the most important duty.
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