At a Glance
- Tasks: Join our team to manage shareholder servicing and enhance digital operations.
- Company: Citi Edinburgh, a leader in financial services with a focus on community impact.
- Benefits: Enjoy 27 days holiday, hybrid work, private medical insurance, and more!
- Other info: Be part of an inclusive workplace that values your individuality and growth.
- Why this job: Make a real difference in client relationships while developing your skills.
- 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 initiatives. The role holder is responsible for participating in the achievement of 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.
Benefits
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 (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 discretionary 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. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other characteristic protected by law.
Transfer Agency Analyst in Edinburgh employer: Citigroup, Inc.
Citi Edinburgh is an exceptional employer that prioritises the well-being and growth of its employees, offering a dynamic work environment with a hybrid model that promotes work-life balance. With a generous holiday allowance, competitive salary, and comprehensive benefits including private medical insurance and extensive learning resources, employees are empowered to thrive both personally and professionally. The inclusive culture at Citi ensures that every team member feels valued and supported, making it an ideal place for those seeking meaningful and rewarding employment in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Transfer Agency Analyst in Edinburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Don’t shy away from reaching out directly to firms like Citigroup, Inc.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
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.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Citigroup, Inc..
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How to prepare for a job interview at Citigroup, Inc.
✨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 Citigroup, Inc..
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Citigroup, Inc. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Citigroup, Inc. 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.
