Analyst, Transfer Agency (Dealing)
Core
Analyst supporting high-quality shareholder servicing and operational activities for Northern Trust Transfer Agency clients.
Role type
operational analyst (transfer agency dealing)
Builds
shareholder servicing functions including dealing, registration, finance, and investor services
Domain
financial services / fund administration
Required skills
accuracy and attention to detail, numerical reasoning, problem-solving, time management, PC skills (Word/Excel), understanding of operational risk and controls
Preferred skills
experience in Transfer Agency or Fund Administration, third-level qualification, analytical skills
Responsibilities
complete assigned TA Dealing activities accurately and within timeframes, support preparation and delivery of client and operational reporting, monitor workflow queues and escalate exceptions, respond to client and investor queries, identify and resolve processing issues, maintain operating procedures and documentation, comply with regulatory requirements and internal policies
Seniority
entry-level analyst