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For Companies At a Glance
- Tasks: Manage CIS trades, resolve queries, and oversee fund service providers daily.
- Company: Join a reputable financial services firm in the heart of London.
- Benefits: Enjoy competitive pay, potential for remote work, and professional growth opportunities.
- Why this job: Be part of a dynamic team that ensures smooth operations and impacts financial markets.
- Qualifications: Expertise in CIS dealing, trade support, and knowledge of transfer agency operations required.
- Other info: Immediate start available for the right candidate.
The predicted salary is between 36000 - 60000 £ per year.
William Rose Associates is currently partnering with an established financial services firm based in London, which is recruiting for a Transfer Agency Oversight Analyst (FTC) role.
ESSENTIAL SKILLS
- Expertise in CIS dealing and trade support.
- In-depth knowledge of transfer agency, fund accounting, and custody operations.
- Available on short notice.
OVERVIEW
This is a key role supporting the smooth running of daily operations, with a particular focus on CIS (Collective Investment Scheme) trade execution, trade support, and oversight of key fund service providers. You’ll be responsible for managing CIS trades and resolving related queries, ensuring fund and transaction data is accurate, and overseeing outsourced providers across Transfer Agency, Fund Accounting, and Custody for both UK and Irish fund ranges. The role also covers reviewing distribution rates, managing fund cash flow data, following up on debtors, supporting fund change initiatives and projects, and handling fund-related invoices.
Transfer Agency Oversight (FTC) employer: William Rose Associates
Contact Detail:
William Rose Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfer Agency Oversight (FTC)
✨Tip Number 1
Familiarise yourself with the latest regulations and best practices in transfer agency operations. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in a rapidly evolving industry.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those involved in transfer agency and fund accounting. Attend industry events or join relevant online forums to build connections that could lead to job opportunities.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed CIS trades or resolved related queries in previous roles. Being able to articulate your hands-on experience will give you an edge over other candidates.
✨Tip Number 4
Research the company’s culture and values before your interview. Understanding their approach to client service and operational excellence can help you tailor your responses and show that you're a great fit for their team.
We think you need these skills to ace Transfer Agency Oversight (FTC)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Transfer Agency Oversight Analyst. Familiarise yourself with CIS dealing, trade support, and the operations of transfer agency, fund accounting, and custody.
Tailor Your CV: Highlight your relevant experience in financial services, particularly in areas related to transfer agency and fund operations. Use specific examples that demonstrate your expertise in managing CIS trades and resolving queries.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the job requirements, particularly your knowledge of fund service providers and your ability to manage cash flow data.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is clear and concise. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at William Rose Associates
✨Show Your Expertise in CIS
Make sure to highlight your knowledge and experience with Collective Investment Schemes (CIS) during the interview. Be prepared to discuss specific examples of how you've dealt with CIS trades and any challenges you've faced in trade support.
✨Demonstrate Your Understanding of Fund Operations
Since this role involves oversight of transfer agency, fund accounting, and custody operations, it's crucial to convey your understanding of these areas. Brush up on key concepts and be ready to explain how they relate to the daily operations of a financial services firm.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills. Think about past experiences where you had to resolve queries or manage discrepancies in fund data, and be ready to walk the interviewer through your thought process.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask insightful questions about the company's operations and future projects. This shows your genuine interest in the role and helps you gauge if the company is the right fit for you.
