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