EDD Case Allocations Analyst
Refinitiv
Panama City, PAN
hace 1 día
  • Ensure that you respond to all the mails addressed to Regional Ops, before EOS.
  • Ensure that you respond to all the stakeholder’s requests addressed to Regional Ops, such as the mails for EDD report retrieval.
  • To ensure that the you respond to all request mails addressed to Regional Ops, within 2 hours.
  • Ensure that you clear the PSA que real-time and do the case activation and allocation accurately, before EOS.
  • Ensure that you clear the Action Centre que for manual orders real-time and does the case creation, activation and allocation accurately, before EOS.
  • Ensure that you do all the Pre-checks appropriately, before case activation.
  • Ensure both the PSA and CET SP platforms are worked upon, simultaneously.
  • Ensure that the mandatory Vendor / BI tasks are assigned on PSA, while case activation and allocation.
  • Support CS / CSM / SAM for creating new cases in the system and ensure all information is accurately recorded.
  • Ensure all Order Forms and / or Client Proposals are received correctly from the CM / SM / SAM and uploaded into the systems.
  • Client onboarding, orders validation and activation on PSA workflow system. Here are the Activation Requirements :
  • AAT will conduct the initial checks to ensure basic requirements meets to commence the research.

  • Duplicate Checks
  • Sanctioned Countries
  • Scope of Work
  • And accurate customer billing information for Invoicing purposes

  • Available Customer Contract
  • Correct Customer Purchase Order
  • Correct Customer Entity
  • Correct Pricing
  • Support the management in planning for the delivery schedule for projects, based on research capacity.
  • Escalate the matter to the manager or higher authorities as per SOP, in-case of challenges in accommodating the case with the respective office.
  • Ensure all the training material is organized in CET Share Point and up to date.
  • To ensure there is zero negligence, while case creation, activation and allocation and case detail amendments
  • Work with enablement team to develop PSA / New platform and an order delivery function, to bring higher efficiency and meet the risk control expectations.
  • Collaborate with cross-functional teams in planning for operational capacities and process improvement.
  • Overall, to ensure all cases are created and allocated in a timely manner, to avoid any delay or impact to the business.
  • Always adhere to Risk and Control Guidelines / Data Handling Standards.
  • Perform weekly or monthly management reporting tasks, as and when assigned, along with any assigned ad hoc tasks.
  • If BCP is evoked, to ensure you are managing case creation, activation, and allocations supporting different regional members of CET.
  • People are at the heart of what we do and drive the success of our business. Our culture of connecting, creating opportunity and delivering excellence shape how we think, how we do things and how we help our people fulfil their potential.

    At LSEG we embrace diversity and actively seek to attract individuals with unique backgrounds and perspectives. We break down barriers and encourage collaboration, enabling innovation and rapid development of solutions that make a difference.

    Our workplace generates an enriching and rewarding experience for our people and customers alike. Our vision is to build an inclusive culture in which everyone feels driven to reach their potential.

    We know that real personal growth cannot be achieved by simply climbing a career ladder which is why we encourage and enable a wealth of avenues and interesting opportunities for everyone to broaden and deepen their skills and expertise.

    LSEG are committed to supporting emotional, physical, financial and societal wellbeing. Our tailored benefits are a key part of this commitment and we offer colleagues a range of support from healthcare and retirement planning to paid volunteering days and consumer discounts.

    We also make reasonable accommodations for applicants and employees with disabilities. If an accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please make your recruiter aware, we want to ensure you perform at your best.

    As a global organisation spanning 70 countries and one rooted in a culture of growth, opportunity, diversity and innovation, LSEG is a place where everyone can grow, develop and fulfil your potential with purposeful careers.

    Please take a moment to read this privacy notice carefully, as it describes what personal information the London Stock Exchange Group (LSEG) ( We ) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject .

    If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.

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