At a Glance
- Tasks: Manage shareholder servicing and support Transfer Agency clients with trade processing and reporting.
- Company: Join Citi, a leading financial services company with a focus on community impact.
- Benefits: Enjoy 27+ days holiday, hybrid work, private medical insurance, and a competitive salary.
- Other info: Work in a supportive environment that values diversity and personal growth.
- Why this job: Be part of a dynamic team enhancing digital operations and making a real difference.
- Qualifications: Experience in Transfer Agency roles and strong analytical skills are preferred.
The predicted salary is between 30000 - 40000 £ per year.
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 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. The candidate may also have the opportunity to contribute to further enhancing the digital operating model, using their knowledge and experience.
Responsibilities:
- Complete the daily workflow, ensuring tasks assigned are completed in line with procedures and controls, and within a timely manner
- Comply with internal Risk policies and escalate risks and issues accordingly
- Build trusted working relationships with the Transfer Agency clients serviced within the team and be involved in client meetings as requested by manager
- Delegate for team manager as required
- Work with the project team to assist in project work, including business readiness activities and testing
- Assist your manager in the onboarding of new clients and in the development of new products and initiatives for existing clients
Requirements:
- Experience in a related Transfer Agency role
- Experience of UKTA Regulatory Reporting requirements and submissions will be an advantage
- Proven system development lifecycle skills
- Effective analytic and presentation skills
- Effective verbal and written skills
We offer:
We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well. By joining Citi Edinburgh, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:
- Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
- A discretional annual performance related bonus
- Private medical insurance packages to suit your personal circumstances
- Employee Assistance Program
- Pension Plan
- Paid Parental Leave
- Special discounts for employees, family, and friends
- Access to an array of learning and development resources
Alongside these benefits, Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.
Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities!
Transfer Agency Analyst in Edinburgh employer: Citibank (Switzerland) AG
Citi Edinburgh is an exceptional employer that prioritises employee well-being and professional growth, offering a hybrid working model and a competitive salary package. With generous holiday allowances, private medical insurance, and a commitment to diversity and inclusion, employees are empowered to thrive in a supportive and dynamic work environment. Join us to be part of a team that values your contributions and fosters a culture of continuous learning and development.
StudySmarter Expert Advice🤫
We think this is how you could land Transfer Agency Analyst in Edinburgh
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We think you need these skills to ace Transfer Agency Analyst in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Citibank (Switzerland) AG
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Citibank (Switzerland) AG.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Citibank (Switzerland) AG employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
