Analyst, Transfer Agency Job Description

Analyst, Transfer Agency Job Description

187 votes for Analyst, Transfer Agency
Analyst, transfer agency provides assistance for the Army Property Book Unit Supply Enhanced system (PBUSE), Theater Provided Equipment (TPE) Planner is highly desirable.

Analyst, Transfer Agency Duties & Responsibilities

To write an effective analyst, transfer agency job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst, transfer agency job description templates that you can modify and use.

Sample responsibilities for this position include:

Responsible for working on various initiatives that integrate the Australia Shareholder Services business into the Global model and completing within agreed timelines
Periodically be involved in multiple projects.Provide detailed analysis on impacts of projects and changes to underlying systems and processes
Collate required documentation for testing and / or analysis
Provide regular, thorough, quality status reporting on projects, resourcing and BAU metrics
Assist in the planning and co-ordination of training and documentation on new business and system functionality
Assist in ensuring the activities of the business meet the regulators, clients and firms risk & control expectations
Defining mappings & business rules to achieve compatibility between "as is" and "to be" models
Analysis of new system functionality to understand in detail how it can support and will impact business functions
Working with business representatives to understand requirements, scope and acceptance criteria
Working closely with developers and end users to ensure technical compatibility and user satisfaction

Analyst, Transfer Agency Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Analyst, Transfer Agency

List any licenses or certifications required by the position: CAMS, CFA, MBA

Education for Analyst, Transfer Agency

Typically a job would require a certain level of education.

Employers hiring for the analyst, transfer agency job most commonly would prefer for their future employee to have a relevant degree such as University and Collage Degree in Finance, Accounting, Communication, Business, Computer Science, Education, Project Management, Technology, Business Studies, Economics

Skills for Analyst, Transfer Agency

Desired skills for analyst, transfer agency include:

Collective investment scheme administration and the regulatory environment is highly desirable
Financial markets
Fund Administration and the regulatory environment is desirable
MS Word & Excel
Rebates and commissions
Transfer Agency Finance Functions
Regulatory environment is highly desirable
Cash Payment processes
Current regulatory environment

Desired experience for analyst, transfer agency includes:

Proactively identify and act on opportunities to improve current processes to meet the changing requirements of customers, to improve efficiency, or to reduce risk
Drive and Challenge Business Units on their assumptions of how they can execute business processes
Escalation of risks and issues to Project Manager
Comply with the regulatory regime in which Northern
Ensuring that KPIs are achieved in order to
Possess a strong

Analyst, Transfer Agency Examples


Analyst, Transfer Agency Job Description

Job Description Example
Our company is searching for experienced candidates for the position of analyst, transfer agency. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for analyst, transfer agency
  • Develop requirement specifications & gathering of requirements with Business and Technology areas
  • Obtaining appropriate sign-off
  • Reporting of progress to Project Manager
  • Provision of the Application Support Document
  • Writing User Manuals, Training Material and Application Support Documents as required
  • Ensure that specialist knowledge is kept current and disseminated as appropriate and be aware of possible future developments and trends
  • Contribute to the evolution of the BA Charter/Methodology to industry best practice
  • Management of junior BA's - defining career path and goals on the PPR systems and ensure all reports follow the BA process
  • Ensure direct reports documentation is created to the relevant standard
  • Project management of small initiatives may be required from time to time
Qualifications for analyst, transfer agency
  • UK Transfer Agency experience is a must
  • The candidate will liaise with the client face to face, so needs to have strong stakeholder management skills
  • Must have experience of writing detailed Business Requirement Documents
  • Management of UAT with the client
  • The candidate must be able to communicate client requirements with the IT team but also be able to push back to the client if there are any impossible demands
  • College graduate of a reputable school

Analyst, Transfer Agency Job Description

Job Description Example
Our innovative and growing company is looking for an analyst, transfer agency. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analyst, transfer agency
  • Provide accurate BA estimates to PMO/PM where requested
  • Act as Subject matter expert in systems and processes
  • Flexibility to assist in other BA work streams within a large project
  • Conducts detailed business analysis involving complex requirements and processes and presents results to the Client and to vendors
  • Responsible for providing and documenting solutions to optimize operating models, deliver application software development, process changes, regulatory changes
  • BA experience and ideally TA operations
  • Experience of transfer agency systems is preferred
  • Broad and in-depth understanding of the Financial Services industry
  • Experience of writing business specifications essential
  • Good analytical and consultative interviewing skills and / or knowledge of recognised tools and techniques for eliciting business requirements
Qualifications for analyst, transfer agency
  • Bachelor's Degree Accounting & Finance or professional accounting qualification ACCA, CIMA etc
  • Very strong operational experience in the financial services industry working directly on transfer agency services
  • Demonstrates an in-depth knowledge of the securities market and the associated market infrastructure
  • Demonstrates a thorough understanding of the funds industry and in particular TA product
  • Demonstrates a solid grasp of the technology and systems supporting the product with direct knowledge of core transfer agency platforms
  • Personal qualities of stability, maturity and leadership

Analyst, Transfer Agency Job Description

Job Description Example
Our growing company is hiring for an analyst, transfer agency. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst, transfer agency
  • Monitors and reports on various client queries
  • Support for IOB in its interactions with internal and external assurance functions such as Compliance, Audit, Risk, Regulators
  • Writing and/or reviewing technical specification documentation which may include data modelling, dataflow diagramming, screen design, workflow analysis
  • Involvement in design and development process in system and UAT testing
  • Be an active participant on key initiatives driven by the Transfer Agency Operations Team
  • Support projects, assess impacts, consolidate feedback and requirements for change management
  • Prepare training materials and Operational documentation including Operating Procedures
  • Provide input to / validate transitional requirements including run-book tasks for Operational Readiness
  • Participate in Dress Rehearsals and Migration activity and provide post-implementation support
  • Maintain an effective interactive relationship with internal partners including program teams, technology, fund accounting, and custody and product development
Qualifications for analyst, transfer agency
  • Works as part of the BPA Team to gather business requirements, design, UAT and work with the Business in the roll out and implementation of small changes/docket pieces
  • Supplies operational support to users for new systems or process and system functionality
  • Knowledge of the TA Platform Multifonds
  • Strong AML mutual fund administration experience gained in a Third Party Administrator, Transfer Agency or working directly for a fund manager
  • Working knowledge of the AML requirements for different types of investors, Trusts, Charities etc (Essential)
  • Previous experience in an operational / project role within Transfer Agency

Analyst, Transfer Agency Job Description

Job Description Example
Our company is searching for experienced candidates for the position of analyst, transfer agency. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for analyst, transfer agency
  • Performs routine and non-routine client service and transactional support functions
  • Processes account related transactions per scheduled events/client authenticated direction
  • Following established procedures, answers inquiries, and resolves problems or issues
  • Manages situations which may require adaptation of response or extensive research according to client response
  • Escalates more complex situations to senior colleagues
  • Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients
  • Performs complex operational tasks in a product or functional area
  • May be responsible for allocating and checking work of team members
  • May be responsible for specific supervisory review and approval actions
  • You will identify, review, and interpret diverse regulatory, legislative, and trustee requirements that may impact our administrative and customer service processes for all plan types
Qualifications for analyst, transfer agency
  • Experience leading or working within an operations environment, specifically managing and delivering change
  • Proactive, well organised, detail oriented, strong decision making capability and ability to work independently
  • A College or University degree and/or some relevant work experience is preferred Good oral and written communication skills
  • Undertake monthly monitoring of phone calls and emails and letter responses produced by our team and by our UK Transfer Agent and produce statistics and commentary to evidence quality and trends for consumption by senior management
  • Operational mutual fund administration management experience gained in a TPA, TA or working directly for a fund manager is preferred (but not required)
  • An understanding of investment product administration would be beneficial

Analyst, Transfer Agency Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of analyst, transfer agency. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst, transfer agency
  • You will actively represent the business unit in industry and corporate-wide compliance related forums, initiatives, projects, and meetings to provide compliance, procedure, industry standards, and regulatory consultation and mentorship
  • You will engage in operational risk management activities which include risk identification, analyses, assessment, treatment, and documentation of mitigation strategies with management sign off
  • You will conduct process reviews to gauge effectiveness of existing processes, identify trends and areas for improvements, and put forth recommendations, solutions or alternatives
  • You will analyze existing metrics and identify areas for improvement, develop plans, and work with departments to implement them
  • You will assess impact, and ensure the timely completion of periodic compliance packages, promoter agreements, and other legal paperwork for trustees and government bodies
  • You will actively participate in internal/external compliance reviews by reviewing recommendations, coordinating management responses, and ensuring that management commitments are satisfactorily completed and closed on time
  • You will stay on top of new operational and regulatory changes and communicate to TA management, staff and business partners where appropriate in order to maintain a high level of awareness
  • You will serve as a technical resource, respond to all inquiries from TA management, and other business channels (Corporate, FTT, Finance, Legal, Tax) related to legislative and regulatory issues
  • As part of a global team, you will take part in global initiatives and maintain strong working relationships with team members
  • Experience in project management, with the required skillset to take on a Project Manager role to scope, organize, communicate and timely delivery
Qualifications for analyst, transfer agency
  • Knowledge and understanding of various regulatory Environments would be desirable
  • Drive results through influence and communication
  • Ability to anticipate potential obstacles and develop contingency plans or alternatve solutions
  • Excellent analytical, organizational and time management skills to handle multiple tasks effectively in a dynamic environment with short deadlines
  • Ability to interact effectively and professionally with internal/external business partners and senior management
  • Well-organized, energetic self-starter

Related Job Descriptions

Resume Builder

Create a Resume in Minutes with Professional Resume Templates