Fórum is looking for a Records Management Office (M/F) for a Corporate Bank.
Main activities: Maintain and update RMO (Records Management Office) policy, procedures and retention schedule; Support the automation of manual processing of regulatory and non-regulatory records; Oversight of day-to-day operations within RMO; Assist in the transformation of the firms' records management processes to meet organizational and regulatory requirements; Ability to operate in a complex environment, managing multiple complex initiatives covering global markets, technology, project management, etc; Familiarity with current regulations related to Records Management; Perform records management governance assessments on new bank projects, ensuring RMO standards are being met and all records and regulations are being identified and adhered to; In coordination with the arraigned third party, facilitate the annual Designated Third Party (D3P) testing effort, validating compliance to SEC Rule 17a-4; Work closely with IT to provide system administration oversight for the bank's internal records repositories, ensuring records management criteria is being implemented and operability is running efficiently; Assist with analyzing, troubleshooting and resolving system issues and bugs; Develop and design records management training materials and courses for our client, promoting the policy and procedures; Monitor the Records Management Governance Tool, ensuring functional Records Retention Schedules are up to date and incorporate any regulatory or bank changes; Collaborate with a multitude of stakeholders to achieve compliance with recordkeeping/data annual certifications; Lead WORM (Write Once, Read Many) Governance initiatives and processes to validate compliance; Drive the RMO Change Management Governance Process by representing the RMO in various committees and managing events that could have an impact on recordkeeping requirements; Lead RMO third party vendor processes by managing records and information stored with third party vendors throughout the respective relationships; Assist with annual regulatory reporting on behalf of the CIB Americas RMO; Develop, monitor, manage and evidence RMO controls to validate effectiveness and operability. Profile and skills we look for: Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint); Knowledge of industry specific software is a bonus; Facilitate and lead a collaborative environment, ensuring subject matter experts can work outside the box; engage people, helping them solve their own issues; Identify, communicate and drive change within an organization; Ability to multi-task on an ongoing basis; Ability to interact effectively with people at all levels of the firm; Positive, energetic and self-motivated team player with strong organizational skills; Analytical, rigorous, with attention to details; Flexibility: ability to work in a changing environment and covering different time zones; Project management skills; 7-12 professional experience (Global markets experience mandatory). Temporary project: 1 year
Schedule between 9.00 am and 6.00 pm (Hybrid)
Location: Lisboa
To apply, send your CV to ******, with the reference "Records".
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