- Monthly forecasting process - Coordination and execution of the month-end activities for the account - Balance sheet monthly checks, review of the quarterly swings - Capital forecast: coordination of the CAPEX planning, analysing spendings vs original budget - Data maintenance

- Participation in timely and accurate month-end, quarter-end and year-end reporting to the Group - Analysing results of the cross-divisional referring activities - Verifying validity of the cross-divisional referrals and measuring revenues flow - Active involvement in revenue forecasting and budgeting processes - Working closely with Stakeholders and Controllers within IWM teams globally, Divisional SFOs and with the Group Finance

- Participation in the core trade management functions including : Trade capture/validation, reports monitoring, trading risk/profit & loss validation - Management and facilitation of all trade lifecycle events - Ownership, investigation and resolution of exceptions/fails/breaks raised by front-to-back departments - Providing data analysis for management reporting - Involvement in the implementation of industry and regulatory initiatives

- SME for handling of the static data and pricing - Verifying correctness and completeness of static data - Responsibility for the life cycle of financial instruments - Contact with transfer agents and stakeholders

- Providing expertise on tax regulations - FATCA - Identifying common problems and resolving them in accordance with internal guidelines - Cooperation with global management and teams

- Generation and reconciliation of sales letters for EMEA sales representatives - Active participation in qualitative goals achievement - Providing reports on request of customer or SME