Analyst, Partnership Services, Transfer Agency

Analyst, Partnership Services

Description

The Transfer Agency Partnership Services department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, settlements, distributions, fees, and statements. The department is responsible for client and investor document management, processing and quality checking of transactions and maintaining the register of investors in response to investor instructions. The Analyst is responsible for investor servicing as well as identifying and resolving inquiries within established guidelines. This is an entry level position with opportunity to develop professionally.

The key responsibilities of the role include:

1. Process a wide range of dealing transactions through internal systems, to regulatory and client standards with timeliness and accuracy
2. Identify and resolve inquiries within established guidelines
3. Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval
4. Expected to use some initiative but refer more complex problems to supervisors.
5. Able to prioritize daily tasks and work queues to accurately meet client deliverables across team’s client base
6. Works effectively as a team member but also independently

Qualifications

• A College or University degree and/or some relevant work experience is preferred
• Good oral and written communication skills are required
• Basic Functional / Industry Knowledge is preferred
• Analytical and problem solving skills are required

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of America’s best banks and most sustainable companies! Build your career with us.

Additional Information

• Campus : New Grad
• Campus Cycle: 2022-23

For further information, and to apply, please visit our website via the “Apply” button below.