Analyst – Transfer Agency Dealing

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role/ Department:

Working as part of a dedicated Dealing Team in the Transfer Agency Department, providing high touch client service to a range of Northern Trusts Transfer Agency clients.

The department provides third party fund services to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, finance and the Investor Services Centre

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.
• Day to day client reporting - Prediction reports, cash reports, register reports etc.
• Workflow queue management and analysis.
• Ensure all deliverables are sent as per agreed timeframes.
• Maintaining up to date procedures and checklists.
• 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.

Skills/ Qualifications:

The successful candidate will benefit from having:  

• Transfer Agency experience would be of benefit.
• Previous Financial Services experience would be beneficial.
• Relevant college/ University qualifications would be highly desirable.
• A flexible approach to work and being capable of handling multiple priorities in a fast paced environment.
• Strong PC Skills – thorough knowledge of MS Word & Excel and ability to learn systems used within the Business (Essential).
• Effective verbal reasoning, written communication and numeric skills (Essential).
• Excellent planning and organisation skills.
• High degree of professionalism.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

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 sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected].

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.