Transfer Agency Associate
Transfer Agency Associate Edinburgh 12-month contract (day rate) Competitive day rate Posted 12.1.2019 Closing 15.2.2019 Meraki Talent are recruiting for a transfer agency associate for a global investment firm in Edinburgh. The successful applicant will have previous work in a similar role, self-motivated and have the ability to work as part of a team to achieve common goals. Responsibilities of the Transfer Agency Associate: Day to day relationship with Third Party Transfer Agents Investigation and resolution of day to day operational queries, issues and incidents Cashflow Dashboard monitoring for pooled funds, and ensuring Portfolio Managers receive timely and precise cash flow information Management of issues and incidents, conducting root cause analysis and ensuring appropriate remedial steps are visibly outlined and assigned to alleviate risks. Proactively analyse trends in errors and issues to identify opportunities for process improvement Preparation and maintenance of procedures, processes and controls Contribute in periodic reviews and updates to the operating model/service level documentation. Monitor the performance of the service provider Background of the Transfer Agency Associate: Transfer Agency or TA Oversight experience is essential Experience or knowledge of non-UK funds and/or cash/liquidity products is beneficial Relationship and/or project management experience is beneficial Strong initiative and attention to detail Team work Strong working knowledge of MS Office Sarah wants: transfer agency, transfer agency oversight By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you. Please see our website page headed 'Privacy Notice’ for an explanation about how we use information we collect about you.