Investor Servicing Analyst- Transfer Agency-6 month contract Investor Servicing Analyst- Transfer Agency-6  …

Schroders Investment Management
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
Competitive
Schroders Investment Management
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
Competitive
Schroders Investment Management
Investor Servicing Analyst- Transfer Agency-6 month contract
Overview of role

This role sits within an initiative to simplify and standardise Schroders Global Transfer Agency strategy.

The role will support all aspects of the construction and implementation of the new Global Transfer Agency Operating model, with particular focus on processes, procedures & controls pertaining to the servicing of Schroders investors and intermediaries.

The role will be based in our London Head Office and will report into the Global Transfer Agency Programme Manager and involve close work with each of the individual programmes work streams within the Global Transfer Agency programme.


Key Objectives:

• Ensuring that the investor and intermediary experience is positive and aligns with Schroders requirements/expectations
• Ensuring that all target operating models align and meet Schroders requirements and expectations
• Ensuring that all business capabilities and technical solutions are compliant and meet Schroders requirements/expectations
• Ensuring that all impacted Schroders internal teams are operationally ready prior to Live
• Ensuring that all impacted Schroders Transfer Agency suppliers are operationally ready prior to Live
• Ensuring that all impacted key third parties are operationally ready prior to Live

Key Duties:

Co-ordinate activities associated with:
o defining and implementing the target operating model/s that underpin Schroders Global Transfer Agency strategy
o defining and implementing all investor and intermediary correspondence
o defining and implementing investor and intermediary communication channels
o defining and implementing details operations material (e.g. BPMs, Procedures, Controls frameworks, training)

Support the following in defining and implementing their target operating model, supporting operations material (e.g. BPMs, Procedures, Controls frameworks, training), investor/intermediary correspondence and communication channels:
o Schroders internal teams
o Schroders Transfer Agency suppliers
o Key third parties & regulators

Support the preparation and execution of the programme test phases
Support the following programme work streams to ensure alignment of approach, design and deliverables:
o Investor Servicing
o Technology
o Legal & Procurement
o Transitions and migration
• Maintain and track programme risks, issues and actions
• Provide regular updates to the programme manager and programme team members
• Participation in regular programme governance meetings (as required)

Responsibilities of the role

The role will involve:
• Creation of investor/intermediary correspondence
• Defining investor/intermediary communication channels
• Creation of target operating models
• Creation of detailed business process maps and desktop procedures
• Creation of training material
• Escalation of key issues and risks in a timely manner
• Management of all key project artefacts and archives
• Stakeholder management of key Operating Model design players on initiative and progress

Overview of the skills and experience required

• Experience and knowledge of investor (retail and institutional) servicing
• Experience of designing and participation in Operating model creation within the transfer agency industry
• Experience and knowledge of transfer agency operations (Fund Accounting a bonus)
• Knowledge and experience of Workflow tools and processing would be advantageous
• Strong interpersonal skills
• Good written and oral communication
• Organised and methodical in approach with the ability to communicate at the senior level as well as down to the detail level where required
• A "can do" attitude with a passion for hitting deadlines

Schroders is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
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