Transaction Analyst
Global Capital Markets
London
Permanent
Monday to Friday
Hybrid
The Trustee Transaction Analyst will be part of CSC's Global Trust & Agency team and is responsible for assisting with client onboarding and ongoing administration of trustee mandates (including note trustee, security trustee and security agent roles). The Analyst will liaise closely with other transaction parties during the setup of the structure and participate in the closing of transactions. They will be responsible for working with clients to collate all correct KYC information, working with Group Compliance to ensure it is input into relevant databases and all necessary approvals received prior to the deal closing. The Analyst will also be responsible assisting with invoicing and for managing and completing (according to specified timeframes) all annual KYC refreshes, for inputting deal data into relevant databases, as well as administrative tasks such filing, deal signings, documentation management and dealing with the limited amounts of incoming/outgoing mail.
RESPONSIBILITIES
Mandated and Amended Transactions:
* Engage and liaise with the client and other CSC teams to collate all KYC information for new deals.
* Work with Group Compliance and KYC Services teams to ensure correct KYC information is received and present the deal (if required) to the Business Acceptance Committee for approval.
* Create working party lists for the wider Trustee teams' transactions.
* Work with the wider Trustee team to manage deal signings.
Data Management:
* Input all trustee deal data into system of record (Salesforce)
* Ascertain all covenants and obligations relevant for the Trustee, and enter this, along with the relevant transaction details into the relevant database in accordance with CSC procedures.
Closed Transactions:
* Deal with ad hoc simple transaction enquiries and/or relevant correspondence.
* Record time spent on relevant activities for client billing purposes in accordance with CSC procedures.
* Review invoices in accordance with fee letters and assist with financial control.
* Work on file reviews / refreshes.
SKILLS / EXPERIENCE
* A degree in either law or finance would be beneficial;
* Experience of finance transactions in a corporate trustee or agency capacity is beneficial.
* Experience of finance-related work and some knowledge of financial markets is beneficial.
* An excellent level of communication skills, both oral and written, and a high level of interpersonal skills, giving the ability to work with all levels, both within and external to, CSC.
* The ability to balance competing priorities and meet deadlines within the context of a demanding workload.
* The ability to work independently, and to work effectively as part of a team, both within the trustee team and in a multi-disciplinary setting.
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.
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CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit
We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,
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Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.
At CSC, we're always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It's also the reason we're the trusted partner of many of the world's most successful organizations.
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