Transfer Agency Analyst

Edinburgh United Kingdomonsitemid

Posted today · via Workday

About this role

This role is for the UK Transfer Agency team, within Funds Operations. The team is responsible for providing shareholder servicing to Transfer Agency clients. The service offering is mainly digital and therefore the TA team manages exceptions and oversight of, Investor and Distributor trade processing, register maintenance, cash, cash reconciliations and client money, distributions, and reporting. The team also acts as a primary contact for Transfer Agency clients for queries and initiatives. The role holder is responsible for participating in the achievement of the daily tasks. These tasks could include the processing of trades, settling payments, completing reconciliations, and, responding to enquiries and complaints.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Edinburgh United Kingdom. We weight your proximity and willingness to relocate.

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