At a Glance
- Tasks: Manage client transitions and asset transfers while liaising with external parties on tax reporting.
- Company: Dynamic financial services firm offering a hybrid work environment.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Engage in a fast-paced environment with excellent career advancement potential.
- Why this job: Join a team that drives efficiency and innovation in financial operations.
- Qualifications: 2+ years operational experience and knowledge of UK transitions and tax reporting.
The predicted salary is between 40000 - 45000 £ per year.
Transfers and Tax Analyst 1 year FTC London/Hybrid Salary Circa £40,000 - £45,000
Role Objectives:
- To oversee and manage all activities associated with client transitions / asset transfers.
- Ensure the implementation of Altus / TeX delivers the appropriate benefits and necessary coverage.
- To work with/liaise with external parties on all matters relating to tax reporting for our clients.
- Central point of contact for all FO or client queries relating to transitions, proactively engaging with third parties to provide timely resolution.
- Continually review 'enhanced asset transfer' service to identify future improvements or changes that deliver efficiency or operational gains.
- Central point of contact for all FO or client queries relating to tax reporting /CGIX.
- Support the oversight and effective management of corporate actions.
- To perform general oversight of the outsourced relationship.
- Develop MI that supports the oversight of services and highlights service issues as they arise.
- To present data to the business and create dashboards to enable the Oversight Team to manage effectively.
- Improve processes within the Operations Oversight Team utilising IT Dev and Microsoft Products.
- Participate in regular service review meetings with third party provider.
- Assist and support the Operation's Oversight team as required.
- Assist in the production and checking of periodic tax documents.
Key Accountabilities and Responsibilities:
- To participate / prepare appropriate governance ensuring that individuals responsible for the oversight of Third Party policies, including regulatory updates, are able to perform their obligations.
- Review the pending/open transitions and tax reporting activities daily.
- Produce MI as required for any committees.
- Undertake operational and oversight activities when required to assist in the smooth day-to-day running of the Operational Oversight Team.
- Undertake operational and oversight activities with our external custodians.
- Keep up to date with regulatory changes and the market.
Experience and Competencies Required:
- Experience/knowledge of the UK transitions function and associated market participants.
- Knowledge/experience of UK and US tax reporting rules/requirements.
- Understanding of corporate action processing and market rules.
- Operational experience (2 years+) required.
Transfers Associate employer: Sterling Williams LTD
As a Transfers Associate at our London-based firm, you will thrive in a dynamic and supportive work culture that prioritises employee growth and development. We offer competitive salaries, hybrid working options, and a commitment to continuous improvement, ensuring that you have the tools and opportunities to excel in your role while contributing to meaningful client transitions and tax reporting initiatives.
StudySmarter Expert Advice🤫
We think this is how you could land Transfers Associate
✨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
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Sterling Williams LTD. 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 Transfers Associate
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 Sterling Williams LTD.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Sterling Williams LTD's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Sterling Williams LTD
✨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 Sterling Williams LTD.
✨Prepare for Case Studies
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 Sterling Williams LTD 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 Sterling Williams LTD 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.
