At a Glance
- Tasks: Assist with client onboarding and manage trustee mandates in a dynamic team.
- Company: Join a leading global capital markets firm with a collaborative culture.
- Benefits: Enjoy a competitive salary, hybrid work, and opportunities for professional growth.
- Other info: Fast-paced role with excellent career advancement opportunities.
- 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.
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 employer: CSC
CSC is an exceptional employer, offering a dynamic work environment in the heart of London where collaboration and innovation thrive. With a strong focus on employee development, we provide ample opportunities for growth within our Global Trust & Agency team, ensuring that our Transaction Analysts are well-equipped to excel in their roles. Our hybrid working model promotes a healthy work-life balance, while our commitment to compliance and client service fosters a culture of integrity and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Transaction Analyst
✨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 your skills align with what they need. Practise common interview questions and think of examples that showcase your experience.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It also keeps you fresh in the interviewer's mind as they make their decision.
✨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 over other candidates. Plus, it’s super easy!
We think you need these skills to ace Transaction Analyst
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. We want to see how you can fit into our Global Trust & Agency team!
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 the responsibilities listed. We love seeing enthusiasm and a clear understanding of what we do at StudySmarter.
Showcase Your Skills:In your application, make sure to highlight your organisational skills and ability to manage competing priorities. Mention any experience with databases like Salesforce, as this will show us you’re ready to dive into data management right away!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at CSC
✨Know Your KYC
Since the role involves a lot of KYC (Know Your Customer) processes, make sure you brush up on what that entails. Familiarise yourself with the types of information required and the importance of compliance in financial transactions. This will show your potential employer that you understand the core responsibilities of the position.
✨Showcase Your Communication Skills
As a Transaction Analyst, you'll need to liaise with various stakeholders. Prepare examples of how you've effectively communicated in past roles, whether it's through written reports or verbal presentations. Practising clear and concise communication will help you stand out during the interview.
✨Demonstrate Your Data Management Skills
The job requires inputting deal data into systems like Salesforce. Be ready to discuss any experience you have with data management tools or similar software. If you can, bring examples of how you've successfully managed data in previous roles, as this will highlight your organisational skills.
✨Prepare for Scenario Questions
Expect questions that assess how you handle competing priorities and deadlines. Think of specific situations where you've had to balance multiple tasks and how you managed to meet deadlines. This will demonstrate your ability to thrive in a demanding workload, which is crucial for this role.
