Transfer Agency Oversight Analyst - Swindon, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Swindon, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Do you have an understanding of Fund Industry practices and Transfer Agency operations with prior experience of OEIC, Unit Trust or Investment Trust administrative processing.

If so I have the perfect opportunity for you.


Reed Financial Services are recruiting for a Transfer Agency Oversight Analyst for a well-established forward-thinking Investment Specialist's firm in the Swindon area, a stone's throw away from the train station.


This role is within Transfer Agency Oversight, a team who perform an important function within our Global Operations and Investor Servicing division.


In this role you will report to the TA Oversight Manager, ensuring our 3rd party providers are delivering as per agreed service levels and contract, leading to best in class investor and stakeholder outcomes.


This role is based in their Swindon office with hybrid working of 3 days office and 2 days on a 35 hour per week contract.

A competitive salary plus 10% bonus and unrivalled benefits are also on offer

Role Responsibilities

Management of 3rd party provider; including day to day management of escalations, monitoring of Key Performance Indicators and Management Information, taking appropriate action where trigger points are crossed.

Uphold our robust Risk & Controls framework ensuring that Governance related activities are completed in a timely manner and adequately documented.

Assist with periodic on sight thematic and process reviews.
Identify supplier enhancement opportunities, engage with key relevant stakeholders keeping them appraised throughout the delivery process.
Maintain issues logs, complete root cause analysis and monitor for thematic trends. Drive early resolution through attendance at regular internal and external meetings and uphold direct contact with the parties involved.
Retrocession management; setting, checking and review of all issues related to retrocession payments to Distributors.
Provide support to the firms global distribution and operational teams.

General administrative activity including review of fee invoices from 3rd party providers, address and resolving day to day issues as raised by the business and suppliers, effectively escalating matters which cannot be resolved.

Develop an open and effective working relationship with key functions including Distribution, Marketing, Finance, Risk & Compliance, Change Management and Investment Operations.

Desired Capabilities

If you also had this, it would be great

An understanding of Fund Industry practices and Transfer Agency operations with prior experience of OEIC, Unit Trust or Investment Trust administrative processing.

Prior experience of working within an outsourced third party supplier, transfer agency relationship or inhouse servicing model concerning fund administration.

A desire to continually improve your knowledge of product range, our investor requirements and wider industry level challenges, discussion points and solutions.

Prior exposure to Client Money (CASS) and/or rebate processing whilst not essential, is an advantage.

Experience of working in a financial services environment where the consideration and understanding of Client Vulnerability was front and centre.

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