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For Companies At a Glance
- Tasks: Engage with clients and manage relationships with third-party transfer agents.
- Company: Join BlackRock, a leader in financial services with a focus on innovation and collaboration.
- Benefits: Enjoy flexible time off, education reimbursement, and comprehensive health resources.
- Why this job: Make a real impact in financial well-being while growing your career in a dynamic environment.
- Qualifications: 1+ years in Transfer Agency or oversight experience; strong analytical and communication skills.
- Other info: Hybrid work model promotes collaboration and personal development.
The predicted salary is between 36000 - 60000 £ per year.
About this role
Want to use your unique background to make an impact on the clients we service in a culture that thrives on quality, innovation, collaboration and accountability? Look no further! At BlackRock, we are seeking a Transfer Agency Services Associate who is curious, collaborative, analytical, and passionate to become part of our team! We recognize that strength comes from diversity, and will value your rare skills, inquisitiveness, and passion while giving you the opportunity to grow professionally and as an individual.
Team Overview
Transfer Agency Services (TAS) is a global team and is part of Global Accounting and Product Services (GAAPS) within Business Operations and Technology. This group is responsible for Institutional and Commingled fund accounting, Fund Board management, Portfolio & Regulatory Compliance, Transfer Agent and operational infrastructure oversight for BlackRock's commingled funds (registered and unregistered). In addition, the teams also support Latin America Business Operations, strategic fund conversions, vendor oversight and product lifecycle events. We are responsible for the management and oversight of outsourced operations carried out by the appointed Transfer Agencies for BlackRock fund ranges domiciled in EMEA including Mutual Funds and Exchange Traded Products (ETFs). We require this role to cover other responsibilities within Transfer Agency Oversight as directed from time to time.
Role Responsibility
- Responsible for daily relationship with BlackRock’s Third Party Transfer Agents (TA).
- Investigate and resolve day to day operational queries, issues and incidents across the entire range of services provided by the TAs.
- Responsible for Cashflow Dashboard monitoring for pooled funds, and ensuring Portfolio Managers receive timely and accurate cash flow information.
- Conduct root cause analysis for operational problems and ensure appropriate remedial steps are clearly defined and assigned to mitigate risks.
- Proactively analyse trends in errors and issues to find opportunities for process improvement at either the Provider or BlackRock.
- Prepare and maintain procedures, processes and controls between BlackRock and its administrators.
- Along with the TA, co-ordinate the planning for KYC refresh exercises, ensuring plans are clear.
- Support regular KYC refresh exercises by overseeing TA activity, liaising as appropriate, with internal BLK client teams.
- Provide regular status reports for BLK stakeholders on KYC refresh progress, proactively highlighting areas of challenge.
- Participate in periodic reviews and updates to the operating model/service level documentation.
- Responsibility for monitoring the performance of the service provider.
- Completion of oversight checks on specific activities at the TA to ensure compliance with agreed service levels.
- Monitoring of ongoing performance levels and validation against agreed key performance indicators to ensure service standards are maintained and improved.
- Conduct annual due diligence visits on providers issuing formal findings documents as appropriate.
- Active participation in business and regulatory-driven projects as an SME representing TA Services.
- Provide constructive input to ongoing due diligence of the Transfer Agents.
- Assisting management and senior leaders with any ad hoc / project work.
Competencies
- An innovator who actively seeks to generate ideas that deliver scale, commercial benefits, client service, or control improvements.
- Excellent communicator with strong influencing skills together with an ability to build and maintain relationships both internally and externally.
- Experience of working in a team environment and build positive relationships with colleagues and both internal and external contacts.
- Analytical thinker with a proactive approach to resolving issues – identify what needs to be done, take action and see through to resolution.
- Strong attention to detail and ability to work within tight deadlines.
Experience
- 1+ years Transfer Agency or TA Oversight experience.
- Experience or knowledge of non-UK funds and Exchange Traded Fund (ETF) products would be an advantage.
- Operational knowledge of the AML/KYC processes and the applicability to Transfer Agency operations would be an advantage.
- Strongly proficient on standard software (e.g. Microsoft Office).
- Understanding of risks and controls within a financial services environment.
- Experience of working with external providers.
- Relationship and/or project management experience would be advantageous.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
Transfer Agency Services, Analyst employer: LGBT Great
Contact Detail:
LGBT Great Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfer Agency Services, Analyst
✨Tip Number 1
Network like a pro! Reach out to current or former employees at BlackRock through LinkedIn. Ask them about their experiences and any tips they might have for landing a role in Transfer Agency Services. Personal connections can give you insights that job descriptions just can't.
✨Tip Number 2
Prepare for the interview by diving deep into BlackRock's values and culture. They love innovation and collaboration, so think of examples from your past where you've demonstrated these traits. Show them you're not just a fit for the role, but for the team!
✨Tip Number 3
Practice your analytical skills! Since the role involves problem-solving and trend analysis, brush up on your ability to dissect data and present it clearly. You might even want to prepare a mini-case study to showcase your thought process during the interview.
✨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 serious about joining the BlackRock family. Make sure to tailor your application to highlight your relevant experience in Transfer Agency or related fields.
We think you need these skills to ace Transfer Agency Services, Analyst
Some tips for your application 🫡
Show Your Curiosity: When writing your application, let your curiosity shine through! Mention specific aspects of the Transfer Agency Services role that excite you and how your unique background can contribute to our team at BlackRock.
Be Collaborative: Highlight your teamwork skills in your application. We love candidates who can build positive relationships, so share examples of how you've worked with others to solve problems or improve processes in previous roles.
Attention to Detail is Key: Make sure your application is free from typos and errors. Attention to detail is crucial in this role, so demonstrate it right from the start by submitting a polished and well-structured application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at LGBT Great
✨Know Your Stuff
Before the interview, make sure you understand the role of a Transfer Agency Services Analyst. Brush up on your knowledge of fund accounting, KYC processes, and the specific services provided by Transfer Agents. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your Analytical Skills
Be prepared to discuss how you've used your analytical skills in past roles. Think of examples where you've identified issues, conducted root cause analysis, or suggested process improvements. This aligns perfectly with what the company is looking for in a proactive problem-solver.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Use your excellent communication skills to engage them in conversation. Ask insightful questions about their team dynamics and how they collaborate, as this reflects your interest in being a part of their culture.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your ability to handle operational queries or manage relationships with third-party providers. Practice articulating your thought process and decision-making steps clearly, as this will demonstrate your readiness for the challenges of the role.
