Transfer Agency Oversight Associate

at  Columbia Threadneedle Investments

In this role you will be supporting the successful day to day oversight controls and administrative tasks relating to TA operational and investor servicing activities for EMEA fund ranges.
Ensuring a high-quality service is provided by actively monitoring available data including KPIs and SLA’s and liaise with relevant internal/external parties to ensure issues are resolved and efficiencies implemented in a timely and effective manner.
Working with internal departments and the relevant suppliers to support the delivery of business and client demands. Providing a platinum level of service and support bespoke processes involved in the Columbia Threadneedle funds and Savings Schemes businesses.
Ensuring issues/incidents are effectively managed, communicated and reported internally and thematic reviews are conducted where required.
Supporting operational efficiencies, displaying exceptional attention to detail.
Ensuring adequate internal/external procedures are established, documented and adhered to.

• Experience in transfer agency operations, administration and regulation
• Good knowledge of fund structures, particularly non-UK funds
• Strong interpersonal skills and work effectively within a team environment
• Ability to prioritise work and identify business pressure points
• Ability to organise, prioritise and multitask