- Responsible for creation of new tool dedicated to Withholding Tax Services covering 22 markets worldwide - e.g. Tax Reclaim, Relief at source, Reporting, Cash reconciliation;- Managing the full project life-cycle and implementation;- Gathering and analyzing business needs to turn them into efficient solutions by organizing and leadingworkshops and interviews;- Making recommendations and seek consensus to simplify business processes and to implement the related changes;-… Show more - Responsible for creation of new tool dedicated to Withholding Tax Services covering 22 markets worldwide - e.g. Tax Reclaim, Relief at source, Reporting, Cash reconciliation;- Managing the full project life-cycle and implementation;- Gathering and analyzing business needs to turn them into efficient solutions by organizing and leadingworkshops and interviews;- Making recommendations and seek consensus to simplify business processes and to implement the related changes;- Ensuring good communications and coordination between the different stakeholders - e.g. Management, Clients, End Users;- Defining enhancements by understanding the requirements and drafting detailed specifications;- Collaborating with IT/functional analyst to find appropriate solutions based on the business requirements;- Testing of the delivered solutions (UAT Phase);- Creating clear and concise internal documentation, user manuals and communication of functional andprocedural changes;- Training the end-users to the new system/process;- Providing support to End Users;- Contribution to client onboarding process;- Develop and execute training plans for newcomers; Show less

- Ensure close monitoring, accuracy and effective execution of Income events;- Cash and Securities reconciliation;- Setup of Income events based on Securities terms and conditions;- Follow Income payment guidelines and procedures maintaining high productivity and reducing risk;- Handling of SWIFT messages related to Income and Corporate Actions - e.g. MT564, MT566, MT910, MT599;- Investigations with depositories and other internal and external stakeholders - e.g. Tax, Cash/… Show more - Ensure close monitoring, accuracy and effective execution of Income events;- Cash and Securities reconciliation;- Setup of Income events based on Securities terms and conditions;- Follow Income payment guidelines and procedures maintaining high productivity and reducing risk;- Handling of SWIFT messages related to Income and Corporate Actions - e.g. MT564, MT566, MT910, MT599;- Investigations with depositories and other internal and external stakeholders - e.g. Tax, Cash/ Treasury, Corporate Actions, Settlement;- Ensure proper and timely communication with Management and Network Management;- Elaboration of statistics - e.g. Internal KPI's, ISMAG groups, Depositories Score cards;- Contributions to continuous improvement of daily processes;- Identification of potential enhancement of IT tools;- Contribution to UAT phase for T2S implementation; Show less

- Creation of a new Business Analyst/ IT team dedicated to Withholding Tax applications - e.g. Tax Reclaim, Relief at source, US QI Reporting;- Regular contact with different stakeholders worldwide - e.g. Clients, Global Custody users (Wht Tax, Income, Corporate Actions), IT analysts, Project managers.- Contribute to the identification of enhancements and opportunities - e.g. Change requests, procedures, user trainings;- Collect and examine functional needs;- Collect Change… Show more - Creation of a new Business Analyst/ IT team dedicated to Withholding Tax applications - e.g. Tax Reclaim, Relief at source, US QI Reporting;- Regular contact with different stakeholders worldwide - e.g. Clients, Global Custody users (Wht Tax, Income, Corporate Actions), IT analysts, Project managers.- Contribute to the identification of enhancements and opportunities - e.g. Change requests, procedures, user trainings;- Collect and examine functional needs;- Collect Change requests and Support requests from users worldwide;- Define enhancements by understanding the requirements and drafting detailed specifications;- Ratify technical solutions suggested by IT teams;- Test enhancements before deployment (UAT phase);- Train users and draft user guides;- Follow various phases of project implementation;- Ensure good communications and coordination between the different stakeholders;- Respect workflows, planning and timelines and ensure a good level of reporting;- Develop and execute training plans for newcomer's; Show less

- One of the first to join the newly opened Lisbon dual office.- Managing a worldwide portfolio of clients dealing with Withholding tax (Tax Reclaim and Relief at source) and Income related issues (e.g. Mandatory events, Market Claims/ Settlement, Fx);- Tax form validation and verification of Income payments accuracy;- Active participation in working groups - e.g. launch of new multi skilled team dedicated to services for third Party Asset managers;- Direct contact with… Show more - One of the first to join the newly opened Lisbon dual office.- Managing a worldwide portfolio of clients dealing with Withholding tax (Tax Reclaim and Relief at source) and Income related issues (e.g. Mandatory events, Market Claims/ Settlement, Fx);- Tax form validation and verification of Income payments accuracy;- Active participation in working groups - e.g. launch of new multi skilled team dedicated to services for third Party Asset managers;- Direct contact with different stakeholders - e.g. Sub-Custodians, Tax Authorities, market providers;- Contribute to client satisfaction by assuring high quality of service;- Follow market changes and assess their impact on the BAU activity;- Contributions to continuous improvement of daily processes;- Contribution to client onboarding process;- Develop and execute training plans for newcomer's;- Identification of potential enhancement of IT tools; Show less