Senior Analyst, Transfer Agency

Northern Trust
Luxembourg
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Analytical skills","Communication","Judgment","Organizational skills","Attention to detail"]

Provide day-to-day support for the Transfer Agency function, supporting third-party fund administration and shareholder servicing activities. Work under general supervision with a high level of independence, prioritizing FATCA & CRS-related tasks and handling client and internal queries as a first point of reference. Use broad and deep knowledge of transfer agency duties and financial markets to perform complex, high-profile activities and help maintain and improve policies and procedures.

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FursaFursa
Northern Trust
Northern Trust
1 day ago

Senior Analyst, Transfer Agency

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Provide day-to-day support for the Transfer Agency function, supporting third-party fund administration and shareholder servicing activities. Work under general supervision with a high level of independence, prioritizing FATCA & CRS-related tasks and handling client and internal queries as a first point of reference. Use broad and deep knowledge of transfer agency duties and financial markets to perform complex, high-profile activities and help maintain and improve policies and procedures.
Location: Luxembourg
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Prioritize day-to-day work and plan the in-time delivery of FATCA & CRS-related tasks.
  • •Serve as the first point of reference for daily queries and act as a liaison to related areas.
  • •Perform complex, high-profile shareholder servicing activities, including interactions with committees and senior management.
  • •Maintain and implement policies and procedures in the function while building expertise.
  • •May lead projects and/or train lower-level staff.

Key Requirements

  • •Experience in a similar Transfer Agency or equivalent role for at least 3 years.
  • •Sound knowledge of Transfer Agency duties and financial markets.
  • •Fluency in English (written and spoken).
  • •Strong project management and communication skills, with good knowledge of the firm and industry.
  • •Strong attention to detail and accuracy, with good working knowledge of MS Office.
Experience:3+ yearsFinancial services
Skills:Analytical skillsCommunicationJudgmentOrganizational skillsAttention to detail
Languages:English
Tech Stack:MS Office

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn