Researcher’s Role and Responsibilities
To assist bankers with research on information accurately and in a timely manner
1. Reading and Understanding tickets assigned.
ØUnderstand the requirement or discuss with banker (depending availability) on their requirement or discuss with them on the possible sources or any back-up/earlier data.
2.Crosschecking the ticket against the information that is being sent to the requestor ensuring that all information sent is correct and answers as accurately as possible the request as it appears in the ticket.
3. Take pride in the work that is sent out and that the quality of the information is acceptable.
4. Sending the information before or on deadline.
ØIn case information is not available currently, but might be available later, then informing the requestor and changing the ticket status to “XX %”, based on status of completion
ØIn case no information is available and won’t be available anytime soon, then closing the ticket after receiving permission from the requestor
ØMaintaining prompt and correct communications with the requestor at all times
ØCopy (CC) the output to all requested or asked bankers.
5. While closing of request, ensure all the required information given accurately (Sources used, Time spent, specific notes, if any.
6. Knowledge sharing with colleagues and assisting team mates (QC).
7. Working on work-flow management assignments and on research assignments as on need basis.
8. Conducting database training for new trainees.
9. Effective participation in advanced training and exploring the knowledge to staff.
10. The databases includes in terms of requests are given below:-
Dun & Bradstreet
S&P Ratings Direct
Factiva – Companies/Markets
10 K Wizards
ECM (Equity capital market), DCM, Loan
SDC Platinum ThomsonReuters)
· One point of contact for all kind of Finance related queries
· Updating associates policies and procedure related to Finance
· Clarifying queries of associates related to Finance like tax, PF etc
· Intermediate between Finance and associates for any pending queries raised by associates
· Awareness of various documents; which may required by associates like PF, Tax etc