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- Tasks: Assist with client onboarding and manage trustee mandates in a dynamic team.
- Company: Join CSC, a global leader in business administration and compliance solutions.
- Benefits: Enjoy competitive pay, bonuses, and flexible work options.
- Why this job: Make an impact in finance while developing your skills in a supportive environment.
- Qualifications: A degree in law or finance is a plus; strong communication skills are essential.
- Other info: Be part of a diverse team with global career opportunities and excellent growth potential.
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: CSC
Contact Detail:
CSC 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 CSC and understanding their values. Tailor your responses to show how your skills align with their needs, especially in areas like KYC and data management.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online resources to refine your answers. Focus on articulating your experience in finance transactions and teamwork.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the CSC team.
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 passionate about the role and how your background aligns with CSC's values. Keep it concise but impactful.
Showcase Your Team Spirit: Since teamwork is key in this role, mention any experiences where you’ve successfully collaborated with others. We love candidates who can work well in a multi-disciplinary setting!
Apply Directly on Our Website: We encourage you to apply through our website rather than third-party sources. This way, your application goes straight to us, and we can give it the attention it deserves!
How to prepare for a job interview at CSC
✨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 would ensure compliance during client onboarding.
✨Familiarise Yourself with Financial Markets
Having a solid grasp of financial markets will set you apart. Read up on recent trends and news in the industry, and be prepared to discuss how these might impact the role of a Transaction Analyst at CSC.
✨Showcase Your Communication Skills
This position requires excellent communication skills. Prepare examples of how you've effectively communicated with clients or team members in the past. Think about times when you had to explain complex information clearly.
✨Demonstrate Your Organisational Skills
With responsibilities like managing deal signings and data input, showcasing your organisational skills is key. Be ready to share specific strategies you use to manage competing priorities and meet deadlines, especially in a fast-paced environment.