Funds Client Services Analyst - Fixed Term Contract
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
- Managing the relationships of the extensive network of global distribution platforms that the business deals with.
- Understanding of the European and US dealing infrastructure key (NSCC, Clearstream, Calastone, etc.)
- Overseeing the external transfer agency relationship looking for continuous improvement,
- In depth knowledge of rebates and setting up of new clients for rebate purposes a key part of the role.
- Coordinating product implementation in conjunction with various teams throughout the global business
- Maintaining close relationships with global business support teams in both US and Asia
- Monitoring and measure the impact of all regulatory developments on the firms UCITS and QIAIF fund range
- Establishing new procedures and enhance existing processes by seeking ways to improve and streamline them including any efficiency gains that may be realized through alternative/automated methods.
- Handling certain RFP and due diligence meeting information requests
- Closely oversee, and coordinate updates to legal agreements
- Driving the effort for creating efficiencies within the team and remove manual processes where possible
- Demonstrable 5+ years’ experience in UCITS and QIAIF operations
- Thorough understanding of a global UCITS funds business, and the client rebate process is key.
- Ensuring SLA requirements are met and monitoring key supplier controls
- Participate in regular meetings with service providers
- Reporting of key management information to the business through participation in various board meetings, and internal governance committees.
- Experience with the NSCC / distribution platforms a bonus.
- Strong analytical skills with ability to evaluate issues, propose and implement solutions, and consider all downstream implications
- Highly organized and strong attention to detail.
- Shows determination in achieving objectives that have been agreed.
- Leads and takes ownership of client queries and other tasks and accepts responsibility for them; knows when to involve others or escalate.
- Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
- Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner.
- Proactive attitude, commitment to continuous learning, and willing to challenge status quo to improve processes.
- Ability and willingness to drive change in a dynamic fast paced environment.
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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Funds Client Services Analyst - Fixed Term Contract • Neuberger Berman
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