About this role
Senior Analyst, Transfer Agency
About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role/ Department
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 Luxembourg and India. It’s a fast paced environment offering all partners excellent opportunities to grow their careers.
The key responsibilities of the role include
- Operates under general supervision but works on own most of the time.
- You need to have good organisational skills to prioritise your day, the team’s priorities and plan the in-time delivery of the FATCA & CRS related tasks
- Technically competent to act as first point of reference for day-to-day queries, and serves as a liaison to related areas.
- Has both broad and in-depth knowledge in chosen field, plus strong knowledge of related areas.
- Carries out relatively complex, extensive, high profile activities e.g. direct interaction with committees and more senior management.
- Demonstrates excellent analytical, consultative, communication and judgment skills.
- May lead projects and/or train lower-level staff.
- Focuses on maintenance and implementation of policies and procedures in the function, building towards becoming an area expert.
Skills/ Experience
The successful candidate will benefit from having:
- Good project management and communication skills and have strong working knowledge of the firm, the industry and technology
- Sound knowledge of Transfer Agency duties ideally in a similar role and of financial markets
- Experience in a similar role or equivalent for at least 3 years
- Fluency in English (both written and spoken).
- Good understanding MS Office
- Attention to detail and focus on quality (working with accuracy)
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative