Reporting to the Head of UK Change you will work for the UK TA Change Team within the UK Transfer Agency department.
The department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions.
The UKTA change team itself is currently a team of 17 full time staff in London and 9 in India. The prime responsibility of the team is managing Change Requests from initial request through to implementation. Change Requests can vary in size and complexity and you would be managing a number of projects at any given time. You will play a key role in ensuring change initiatives meet objectives on time and within budget and may include changes to business processes, systems and technology. You would be expected to contribute to the design, development and delivery of communications to all stakeholders.
The role will also include understanding the relationship and liaising with Fund Accounting, Custody, Depositary and IOO departments within Northern Trust.
Good knowledge of Northern Trust, transfer agency, the regulatory environment and the industry*
Strong client focus gained in a financial services company*
Business Analyst / Project Management experience*
Experience of training others desirable
PC literate - proficient in the use of Excel, Powerpoint, Word, Adobe Acrobat*
Desired, but not essential, proficiency in the use of Visual Basic to create Excel Macros, Visio and MS Project
Strong communication, first class presentation and internal and external client-servicing skill - both oral and written*
Excellent Project Management skills - plans work in an efficient manner and able to set and work to obtainable deadlines*
Good analytical and strong time management skills* Skills
Detailed knowledge of Icon Retail, PSF, EXP-AG and other related TA applications
Understanding of how TA systems link and interface to other systems and an appreciation of how to implement such interfaces
Analytically and procedurally competent to represent the team on cross-function process or project deliverables
Ability and desire to adhere to automation and standardisation of processes and propose enhancements
Ability to provide input into long term strategy for department
Demonstrate an excellent NT client service culture and ensure that all clients receive a quality service
Ensure accuracy and timings are consistently achieved within the team and when not achieved actively pursue a solution. Ensure the team adheres to SLA and project deadlines
Collaborate and consult with managers and project/assignment stakeholders with ease. Prepare and recommend solutions to project/assignment issues and risk factors. Provide regular updates to the stakeholders on project status
Have the ability and desire to proactively develop further as the business grows
Demonstrate a genuine and committed interest in own career development
Self-motivated, pro-active team player, must be approachable and gain respect
Relevant Professional Qualifications
PC skills training
Project Management training preferred
Presentation skills preferred
Ability to prioritise workloads effectively
Must be approachable and gain respect
Disciplined, authoritative, determined
Enthusiastic, good communicator, coach, mentor
Confident, well-balanced, resilient and able to think and act creatively
Results-oriented, ambitious, highly driven
Ability to think and act creatively
Identifies solutions as well as issues
Takes initiative to propose improvements to areas outside of immediate responsibilities
About Northern Trust
For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world's most-sophisticated clients - from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.
We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.
Northern Trust proudly cultivates a diverse workforce, to serve our diverse client base. We strongly believe that diversity of experience contributes to a broader collective perspective that will consistently lead to a better company. We encourage applications from the best regardless of ethnicity, gender, gender identity, age, nationality, disability, sexual orientation, education, socio-economic background, parental and caring status, or religion.
As of September 30, 2018, Northern Trust Corporation had:
$10.8 trillion in assets under custody/administration
$8.2 trillion in assets under custody
$1.2 trillion in assets under management
$132 billion in banking assets
Internal Number: 5264795
About Northern Trust
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