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- Tasks: Assist with client onboarding and manage trustee mandates in a dynamic team.
- Company: Join CSC's Global Trust & Agency team in London.
- Benefits: Enjoy hybrid work, competitive salary, and opportunities for professional growth.
- Why this job: Make an impact in finance while developing your skills in a supportive environment.
- Qualifications: Degree in law or finance preferred; strong communication and teamwork skills required.
- Other info: Fast-paced role with excellent career advancement opportunities.
The predicted salary is between 36000 - 60000 £ per year.
The Trustee Transaction Analyst will be part of CSC's Global Trust & Agency team and is responsible for assisting with client onboarding and ongoing administration of trustee mandates (including note trustee, security trustee and security agent roles). The Analyst will liaise closely with other transaction parties during the setup of the structure and participate in the closing of transactions. They will be responsible for working with clients to collate all correct KYC information, working with Group Compliance to ensure it is input into relevant databases and all necessary approvals received prior to the deal closing. The Analyst will also be responsible for assisting with invoicing and for managing and completing (according to specified timeframes) all annual KYC refreshes, for inputting deal data into relevant databases, as well as administrative tasks such as filing, deal signings, documentation management and dealing with the limited amounts of incoming/outgoing mail.
Responsibilities
- Engage and liaise with the client and other CSC teams to collate all KYC information for new deals.
- Work with Group Compliance and KYC Services teams to ensure correct KYC information is received and present the deal (if required) to the Business Acceptance Committee for approval.
- Create working party lists for the wider Trustee teams' transactions.
- Work with the wider Trustee team to manage deal signings.
- Input all trustee deal data into system of record (Salesforce).
- Ascertain all covenants and obligations relevant for the Trustee, and enter this, along with the relevant transaction details into the relevant database in accordance with CSC procedures.
- Deal with ad hoc simple transaction enquiries and/or relevant correspondence.
- Record time spent on relevant activities for client billing purposes in accordance with CSC procedures.
- Review invoices in accordance with fee letters and assist with financial control.
- Work on file reviews / refreshes.
Skills / Experience
- A degree in either law or finance would be beneficial.
- Experience of finance transactions in a corporate trustee or agency capacity is beneficial.
- Experience of finance-related work and some knowledge of financial markets is beneficial.
- An excellent level of communication skills, both oral and written, and a high level of interpersonal skills, giving the ability to work with all levels, both within and external to, CSC.
- The ability to balance competing priorities and meet deadlines within the context of a demanding workload.
- The ability to work independently, and to work effectively as part of a team, both within the trustee team and in a multi-disciplinary setting.
Transaction Analyst in London employer: Corporation Service Company
Contact Detail:
Corporation Service Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transaction Analyst in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and the role. Understand their values and how you can contribute. Practise common interview questions and think of examples that showcase your skills and experience.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to reiterate why you're a great fit.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Transaction Analyst in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Transaction Analyst role. Highlight any relevant experience in finance transactions or KYC processes, and don’t forget to showcase your communication skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention your understanding of the financial markets and how your background aligns with the responsibilities listed in the job description.
Showcase Your Team Spirit: We love team players! In your application, mention experiences where you’ve successfully collaborated with others. This will show us that you can work effectively within our Global Trust & Agency team.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Corporation Service Company
✨Know Your KYC
Since the role involves collating KYC information, make sure you understand what KYC entails and why it's crucial in finance. Brush up on the latest regulations and be ready to discuss how you've handled KYC processes in the past.
✨Showcase Your Communication Skills
This position requires excellent communication skills. Prepare examples of how you've effectively liaised with clients or teams in previous roles. Practise articulating your thoughts clearly and confidently, as this will be key during the interview.
✨Familiarise Yourself with Financial Markets
Having a solid understanding of financial markets is beneficial for this role. Stay updated on current trends and be prepared to discuss how they might impact trustee transactions. This shows your genuine interest and readiness for the position.
✨Demonstrate Your Organisational Skills
The job involves managing multiple tasks and deadlines. Think of specific instances where you've successfully balanced competing priorities. Be ready to explain your methods for staying organised and ensuring timely completion of tasks.