Team Leader

Management Level

Position:

Team lead, Company Desk

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.  

EQ India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide.

Capitalising on India’s strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK.

EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

The Team Lead is responsible for supporting the entire Company Desk team to ensure all data is processed in accordance to the departmental and regulatory requirements. Team Lead is also responsible for processing escalations including time sensitive transactions and reporting.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Prepare daily volume reports as needed
• Assist with distribution of  transactions received on various processing platforms
• Participate in BRC (Business Recovery & Continuity) exercises as needed
• Interpret incoming instructions from shareholders, clients as well as internal business partners for transaction processing
• Ensure adherence to Service Level Agreements (SLAs), departmental and regulatory turnaround times (as applicable) of all items submitted for processing
• Review instructions from client (via legal counsel) and execute in accordance with Securities, Exchange Commission and Stock Transfer Agency guidelines
• Process incoming vestings, grants and terminations in accordance with issuer and or 3rd party instructions
• Perform daily reconciliation, monitoring and updating of all pending items
• Assist department with various tasks including but not limited to data entry updates, transfers, account adjustments, internal and external communications
• Back-up the Restricted Securities processing area
• Other duties as assigned by management

WORK ENVIRONMENT AND PHYSICAL DEMANDS

• Essential functions are typically performed in an office setting
• Noise level is medium
• Able to endure prolonged seating/standing associated with the performance of essential functions.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

POSITION REQUIREMENTS

• Associate Degree and 7+ years transfer agent experience
• Excellent communication - (Written, verbal and listening skills)
• Basic proficiency  with Microsoft suite of products (Excel, Word, Outlook etc.)
• Strong organizational skills with attention to detail

Benefits:

Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer:

• 31 days + 9 bank holidays (UK).
• Comprehensive Medical Assurance cover.
• Two-way cab transport for staff working in UK & US shift.
• Maternity leave of 6 months full pay, 10days paid paternity leave.
• Accidental & Life cover 3 times of concerned CTC.

REVIEWED BY

Employee _____________________________________________________Date_____________________

Manager _________________________________________________Date_____________________

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks.