Subject Matter Expert-Reconciliations (US Shift)

Management Level

Subject Matter Expert

Department: Operations                                                                                   Reports to: Team Leader

Role

Act as a Subject Matter Expert supporting both the team and the team leader. Provide ongoing quality monitoring and coaching in order to improve the team’s performance and actively seek improvements to satisfy our customer needs.

Business Function

EQ India Operations team work closely with the EQ Group functions across UK, US and Amsterdam to provide operations support to Shareholder Solutions, Pensions Solutions, Investment Services, Employee Benefit Solutions, KYC Operations, Customer Experience Centre, Reconciliations, and Innovation. This service is delivered from our offices in India based out of Chennai and Bangalore.

Core Duties and Responsibilities

• Perform advanced quality checks and compile reconciliation data to support detailed trend, exception, and variance analysis across client and non‑client money processes.
• Support the Reconciliation Manager by reviewing reconciliation quality outcomes, identifying recurring issues, and contributing to targeted coaching or process refinements that enhance team accuracy and efficiency.
• Investigate reconciliation breaks and operational losses, conducting thorough root‑cause analysis and applying corrective and preventive action (CAPA) steps to strengthen controls and reduce future exposure.
• Lead small‑scale continuous improvement initiatives by identifying workflow inefficiencies and recommending practical enhancements to streamline reconciliation processes.
• Review reconciliation‑related issues or complaints, analyse patterns, and support the implementation of actions that prevent repeat occurrences.
• Provide guidance and informal mentoring to junior and mid‑level team members, helping them build technical capability and confidence in reconciliation processes, systems, and internal controls.
• Assist the Reconciliation Manager with quality oversight, workflow coordination, and operational control tasks, stepping in to support leadership when needed.
• Take ownership of reconciliation risks or issues identified during daily work, ensuring timely follow‑up, documentation, and clear communication to senior colleagues.
• Collaborate closely with US support teams to reduce unnecessary escalations and improve alignment between onshore and offshore reconciliation activities.
• Ensure all reconciliation tasks comply with internal policies, quality standards, information security requirements, and the organisation’s Integrated Management System.
• Contribute to team deliverables by performing a wide range of reconciliation tasks and providing additional support during peak periods or complex cycles.
• Continue developing technical knowledge of reconciliation systems, financial operations, and evolving business requirements to remain adaptable and effective
• Ensure corrective actions from reconciliation reviews are completed promptly, accurately, and fully documented.
• Support the team in consistently achieving high reconciliation accuracy and quality results.
• Maintain strict adherence to internal procedures, policies, and operational standards.
• Recommend meaningful improvements to reconciliation processes, controls, and reporting based on experience and observed trends.
• Communicate effectively with internal stakeholders to ensure alignment, transparency, and timely resolution of reconciliation‑related issues.

Competencies and Experience

The candidate should demonstrate the following experience, skills and behaviours:

• 6-10 years of experience in reconciliation
• Drive to improve results and standards by working together as a team
• Taking ownership and responsibility
• Exhibit exceptional leadership skills with technical proficiency
• Explains or presents information to individuals or groups in a structured, clear, confident and concise way avoiding the use of jargon.
• Explains the reasoning behind what is being said to ensure understanding and acceptance.
• Produces clear and concise reports and other written material (both draft and final form) usually of a detailed and sometime technical nature, which are understandable to those with or without knowledge of the subject matter.
• Uses basic time management techniques to plan, manage and prioritise own work effectively, making most efficient use of the time available.
• Plans, co-ordinates and controls the work and resources of the team.
• Objectively assess the performance of others in accordance with the process, assessing capabilities and potential.
• Give constructive feedback in order to identify individual’s development needs.
• Maintain consistency and fairness throughout the process.
• Has a very good understanding of the Group’s overall aims, structures, policies and culture, together with a good knowledge of the policies, operations, systems and relevant strategies pertaining to specific areas of the business.
• Able to assess the impact of change on products, systems, processes and people.
• Develop and maintain relationships with key contact in all relevant areas.
• Should have good understanding of the business environment in which Equiniti operates and of industry best practice.
• Has a good awareness of the likely impact of economic, political, social and regulatory change on Equiniti’s business and overall aims, including relevant IT industry developments.

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.