Job Description
We're currently looking to hire a Transfer Agency Oversight Analyst to join L&G Asset Management
You'll assist the Transfer Agency Oversight team in overseeing external Transfer Agents across UK and European funds in the Asset Management division of L&G by undertaking control activities, due diligence, process enhancements and supplier management activitiesWhat you’ll be doing:
1. Assisting in the resolution of daily and periodic business-related issues with third-party Transfer Agency relationships
2. Resolving operational issues and initiatives, including the late dealing authorisation process, while ensuring key stakeholders receive a service that meets expectations
3. Maintaining, promoting and encouraging good avenues of communication between L&G Asset Management and primary third-party administration providers to support automation, risk reduction and best practice
4. Rectifying anomalies and resolving business issues to ensure a high level of customer service
5. Representing the team and department in a professional, collaborative and commercially aware manner, developing strong working relationships with internal and external parties
6. Working collaboratively with managers and vendors to foster credibility and influence, building a reputation for operational excellence across the firm
7. Producing insightful and meaningful management information reporting to highlight trends, analysis and errors
8. Delivering oversight of projects, including migrations and transitions
QualificationsWho we’re looking for:
9. Previous Financial services industry experience required or demonstrable equivalent experience, ideally within a transfer agent or related oversight team
10. A good understanding of supplier relationships, contracts and Service Level Agreements
11. Good understanding and experience of all aspects of Investment Management with particular focus on transfer agency experience
12. Good knowledge of the FCA Collective Investment Schemes Sourcebook and Conduct of Business Sourcebook
13. Ability to create and understand MI to make suggestions on improving our service to enhance the customers experience
14. Ability to communicate effectively with a wide range of customers and suppliers
15. Ability to own problems and resolve issues quickly in a way that treats customers fairly and protects the business
16. Ability to confidently make decisions based on evaluation of risks and using all available information
17. Ability to identify opportunities for improvement and promote them via creative and innovative solutions
Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:
18. The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
19. Generous pension contribution
20. Life assurance
21. Healthcare Plan (permanent employees only)
22. At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
23. Competitive family leave
24. Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
25. There are the many discounts we offer – both for our own products and at a range of high street stores and online
26. In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart
Additional InformationAt L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose. Share this article