Key Responsibilities

1. Nightly Exception Report Review & Remediation

- Review the nightly disclosure exception report to identify and diagnose breaks across categories, including:

◦ Ticker mismatches between covered issuers and Salesforce data feeds

◦ Incorrectly mapped product/coverage mappings

◦ Stale or outdated Salesforce data

- Investigate root cause for each exception and identify corrections to source data to resolve the break. Provide recommendations to BERO daily

· Escalate unresolved or recurring exceptions with supporting analysis to BERO

2. Post-Publication Disclosure Quality Assurance

- Perform post-publication sampling of issued research reports to confirm disclosures were accurate at time of publication (daily/weekly depending on capacity)
- Apply the same root-cause methodology used in nightly exception review (ticker, product mapping, staleness) to identify and log any discrepancies found in the sample




- Document findings and potential remediation plans of any confirmed disclosure errors, including any required corrective/compliance follow-up
- Escalate results to BERO

3. Client & Issuer Hierarchy Maintenance

- Validate client and issuer hierarchy information (parent/subsidiary and ultimate-parent relationships) used to drive disclosure aggregation
- Partner with BE team to resolve hierarchy discrepancies identified through exception processing or sampling

4. Ticker & Ultimate Parent Mapping

- Validate ticker mappings across ultimate parent entities to ensure disclosures roll up correctly at the consolidated entity level
- Partner With BE team to resolve ticker/ultimate parent discrepancies identified through exception process or sampling

📌 Data Management Analyst (Pune)
🏢 Crisil
📍 Pune