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Senior Consultant, Transfer Agency (New Business Onboarding) x 2

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Accounting Portfolio / Fund
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75505 Requisition #
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The Department:

The Transfer Agency department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including new business, dealing, registration, finance and investor services. 

The Role:

Reporting to the Manager of the Transfer Agency New Business Team, you will be responsible for the implementation of new clients, launching of new funds for existing clients and completion of fund mergers and transitions in a timely and accurate manner. Ensure that all Transfer Agency, and related departments, and locations are fully engaged and understand the workings of the funds/clients/classes prior to go live date.

Why choose this role?:

  • Working as part of the implementation team allows partners build knowledge and expertise on how a fund operates and the processes that are required to service clients and investors. 

  • It allows partners to build internal and external relationships, use their skills to problem solve and learn project management skills.

Principal Responsibilities:

  • Work with clients to help them understand standard Transfer Agency Services and where deviations are required, work with the client and internal parties to address appropriately.

  • Deliver new business to Transfer Agency in a controlled and efficient manner

  • Manage multiple projects end-to-end, from gathering requirements through to sign off.

  • Review documentation such as prospectus, supplements, application forms, Service Level Agreements and provide relevant and proactive feedback to clients.

  • Ensure prospectus information and any agreed procedures are correctly translated into the operating systems, always checking with relevant Subject Matter Experts and managers whether a given task can or should be supported.

  • Ensure timely completion of all required developments, enhancements and/or set ups

  • Attend client meetings to provide input and assistance in ensuring completion of the Transfer Agency on-boarding process

  • Act as Client’s first point of contact from Transfer Agency and ensure client requirements are understood by the operational teams prior to launch.

  • Maintain a good understanding of the Transfer Agency systems and participate in knowledge shares around existing and new functionality.

  • Maintain strong working relationships with key stakeholders in the business.

  • Provide input to process improvements and efficiencies within the team.

  • Identify, document and disseminate new procedures and controls.

  • Able to serve as a key subject matter expert on the Transfer Agency product offering.

 

 

Qualifications / Skills / Experience Required:

  • Several years' experience within Financial services is desirable

  • Transfer Agency experience, specifically within operations is an advantage.

  • Prior client services and /or project management experience

  • Ability to work on own initiative within a team

  • Accuracy and attention to detail

  • Strong organizational and time management skills

  • Excellent oral and written communication skills are required

  • Experience reviewing Legal and Regulatory documents

  • Initiative and enthusiasm to set and achieve goals.

  • Ability to multi-task and meet deadlines

  • Be proactive, with a focused attitude towards work and ability to consistently meet deadlines whilst ensuring a high focus on accuracy

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 December 31, 2018, Northern Trust Corporation had:

  • $10.1 trillion in assets under custody/administration

  • $7.6 trillion in assets under custody

  • $1.1 trillion in assets under management

  • $132 billion in banking assets

 

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Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC EEO Statement
    • APAC EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement