Transfer Agency Oversight Analyst

Recruiter
Columbia Threadneedle Investments
Location
Swindon, UK
Salary
Competitive
Posted
19 Jun 2019
Closes
26 Jun 2019
Ref
1184948834
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2000 people including over 450 investment professionals based in North America, Europe and Asia, we manage over £400 billion of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. Our priority is the investment success of our clients. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven. This is a 6 month Fixed Term Contract to 31 December 2019, basedin Swindon We are currently recruiting for a Transfer Agency Oversight Analyst to ensure the 3rd party provider is delivering as per agreed service levels and contract. Role Responsibilities: Utilise oversight tools to monitor and promote successful supplier performance by:  Ensuring agreed SLA and contractual deliverables are achieved. Monitoring KPI's and taking appropriate action where trigger points are crossed. Assist with periodic on sight process reviews, identifying proposed enhancements as required.   Address and resolve day to day issues as raised by the Threadneedle business and suppliers, effectively escalating issues that cannot be resolved. Maintain issues logs, monitor for trends and drive early resolution through attendance at regular internal and external meetings and direct contact with the parties involved. Monitor supplier reports and MI deliverables Develop an open and effective relationship with key Threadneedle functions including Distribution, Finance, Compliance and Investment Operations Oversight. Key Capabilities: Prior working experience within Financial Services Delivery focused with attention to detail, being able to deliver excellence in a deadline driven environment. Flexible with the ability to work on a range of items simultaneously and proactively manage and prioritise a significant and often changing workload. An excellent communicator who can effectively express ideas and requirements both orally and in writing, both formally and informally. An excellent team player with the ability to form strong cross-functional working relationships both within Threadneedle and the Supplier. Quick learner with the ability to pick up new processes and instruments. Analytical approach to problem solving and ability to identify risk areas Desired Capabilities: An understanding of Fund Industry practices and Transfer Agency operations Prior experience of working within an outsourced environment as part of a client or supplier organisation. 14448BR

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