Transfers Associate

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