Analyst, Client Operations
This vacancy is published by an accredited employer with authorized corporate payroll and standard compliance adherence.
Transatlantic Cost of Living & Purchasing Power Benchmark
Position Overview & Specifications
- Oversight of all relevant Service Provider/Transfer Agency processes/procedures. Perform reviews and control processes, resolving and/or escalating any issues
- Liaise with the fund administrator/s to reconcile capital flows and accurate/timely reporting. Ensure the integrity of the firm’s data is maintained
- Manage queries and incident process with Service Providers for any operational incidents escalating where necessary
- Responsible for the completion and oversight of daily Client Money processes/controls to ensure that CASS compliance is being maintained
- Develop and maintain thorough understanding of the Service Provider organisation and operating model as it relates to CASS and Investor Services
- Manage and develop relationships globally with Sales, Middle Office, Front Office and Senior Management and ensure high level of client service and turnaround times for requests at all times with team
- Stay informed of industry changes and impact on relevant products
- Constantly review, challenge and enhance existing processes to make team more efficient, reduce risk and add value to the business
- Assist the Middle Office team in its wider responsibilities
- Graduate calibre or equivalent with strong academics
- Experience or internships in a similar Client Service / Transfer Agency / Operations role in the Investment Management/ Hedge Fund industry/ wider Financial services industry (advantageous)
- Good level of understanding of or experience working with Transfer Agents (advantageous)
- Knowledge of fund/ financial services industry regulations, especially Client Money/CASS (advantageous)
- Proficient in Microsoft Office with intermediate ability in Excel (comfortable with large volumes of data and able to reconcile using combination of formulas, pivots etc.)
- Motivated and hardworking, with a strong attention to detail
- Strong communication and relationship management skills
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
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Analyst, Client Operations • Man Group
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