Transfers Associate - #2094297

Transfers and Tax Analyst

1 year FTC

London/Hybrid

Salary Circa £40,000 - £45,000

Role Objectives:

The main objectives of the role are:

· To oversee and manage all activities associated with client transitions / asset transfers

· Ensure the implementation of Altus / TeX delivers the appropriate benefits and necessary coverage

· To work with/liaise with external parties on all matter relating to tax reporting for our clients

· Central point of contact for all FO or client queries relating to transitions, proactively engaging with third parties to provide timely resolution

· Continually review “enhanced asset transfer” service to identify future improvements or changes that deliver efficiency or operational gains

· Central point of contract for all FO or client queries relating to tax reporting /CGIX

· Support the oversight and effective management of corporate actions

· To perform general oversight of the outsourced relationship

· Develop MI that supports the oversight of services and highlights service issues as they arise

· To present data to the business and create dashboards to enable the Oversight Team to be able to manage effectively

· Improve processes within the Operations Oversight Team utilising IT Dev, and Microsoft Products

· Participate in regular service review meetings with Thrd party provider

· Assist and support the Operation’s Oversight team as required

· Assist in the production and checking of periodic tax documents

Key Accountabilities and responsibilities:

· To participate / prepare appropriate governance ensuring that individuals responsible for the oversight of Third Party, policies, including regulatory updates are able to perform their obligations

· Review the pending/open transitions and tax reporting activities daily

· Produce MI as required for any committees as required

· Undertake operational and oversight activities when required to assist in the smooth day-to-day running of the Operational Oversight Team

· Undertake operational and oversight activities with our external custodians

· Keep up to date with regulatory changes and the market

Experience and Competencies required:

· Experience/ knowledge of the UK transitions function and associated market participants

· knowledge/experience UK and US tax reporting rules / requirements

· Understanding of corporate action processing and market rules

· Operational experience (2 years+) required