Senior Analyst, Transfer Agency (Dealing)
About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
As a Northern Trust employee (Partner), you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve.
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you would benefit from adjustments for any part of the employment process, please inform the recruiter to discuss your individual requirements.
We strive to have a globally diverse workforce where engagement and inclusion drive business excellence. We believe in the power of collaborative partnerships and are proud to work with a number of organisations across EMEA who provide us with ongoing knowledge, education and insights to support our efforts.
We monitor our progress by participating in market benchmarks which assess industry best practice and are delighted to have received a Silver Award from the Mind Workplace Wellbeing Index over two consecutive years, and a Gold Award from the UK Ministry of Defence Employer Recognition Scheme.
The Transfer Agency department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, finance and investor services. Transfer Agency is a growing department based over 4 locations Limerick, Dublin, India and Pune. It’s a fast paced environment offering all partners excellent opportunities to grow their careers.
Reporting into the Team Leader, the Senior Analyst will work as part of a dedicated team, providing high touch client service to a range of Northern Trust's Transfer Agency clients.
Why choose this opportunity within the Dealing Team?
This role offers the right candidate the opportunity to join a fast paced team within a growing company, The partner will be exposed to many teams and departments within Northern Trust while all the time expanding your Transfer Agency knowledge. The dealing team aims to provide new joiners with a good support network facilitating a smooth integration to the team.
The key responsibilities of the role include:
- Day to day oversight of processing quality and timeliness in India.
- Escalation point for unresolved issues for the India TA Dealing team and junior team members within Ireland TA Dealing.
- Day to day client reporting - Prediction reports, cash reports, register reports etc.
- Workflow queue management and analysis.
- Responsible for assigned clients, taking ownership of TA Dealing team activity for these clients.
- Ensure all deliverables are sent as per agreed timeframes.
- Maintaining up to date procedures and checklists.
- Completion of data protection checks and ensuring all external communication is issued in line with TA policies.
- Maintain a close working relationship with other TA functional areas, such as New Business, Investor Services Centre, Registration, Finance and other internal areas.
- To work with the team, internal departments and group projects area on any allocated projects.
- Respond to client and investor queries in a timely manner.
- Comply with Regulations and internal Northern Trust policies.
- Transfer Agency/Financial Services experience is desirable.
- Previous client facing experience is favourable.
- A flexible approach to work
- Ability to handle multiple priorities in a fast paced environment.
- Accuracy and attention to detail.
- Excellent oral and written communication skills.
- Effective verbal reasoning and numeric skills
- Excellent planning and organisation skills.
- Strong analytical and problem solving skills.
- Ability to review and resolve complex queries.
- Knowledge of Fund Administration and the regulatory environment is desirable.
- A good understanding of effective risk management
Working with Us:
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies. In return, we will support you with your personal and career goals in a number of ways:
Financial – Life Assurance, Disability Plan, Pension/ Gratuity, Annual Pay Review
Work Life Balance – Flexible Work Options, Incremental Annual Leave, Community Volunteer Days
Health & Wellbeing – Private Medical Insurance, Active Sports & Social clubs (lunchtime and after-work groups), Employee Assistance Program
Professional Development – Clear Career Path, Education Assistance, Recognition Programme, NT University (wide range of online, virtual & in-house training options) and employee-led Business Resource Councils dedicated to diversity and inclusion initiatives.
We hope you’re excited about the role and the opportunity to work with us.
We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
For further information, and to apply, please visit our website via the “Apply” button below.