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Transaction Analyst Trustee

2 months ago

London, United Kingdom CSC Full time

Transaction Analyst Trustee

Capital Markets, London

Full time, Hybrid

CSC is the world’s leading provider of business, legal, financial, and digital brand services to companies around the globe. From keeping your business in compliance and streamlining operations, to protecting and promoting your brand online, we use our expertise and personal approach to help your business run smoother.

The Trustee Transaction Analyst is responsible for assisting with the client onboarding of all trustee deals in conjunction with other teams at CSC. The Transaction Analyst will liaise closely with other transaction parties during the setup of the transaction and participate in the setup of the structure. They will be responsible for working with the clients to collate all correct KYC information, ensuring it is input into relevant databases and necessary approvals are received prior to the deal closing. The Trustee Analyst will assist with invoicing and managing and completing (according to specified timeframes) all annual KYC refreshes; for inputting data on to Salesforce and working with the Acceleration Centre colleagues in India; will assist well as administrative tasks such filing, printing documents for directors to sign and couriering documents.

RESPONSIBILITIES

Mandated and Amended Transactions:

  • Engage and liaise with the client and other Intertrust teams to collate all KYC information for new deals.
  • Work with Group Compliance to ensure correct KYC information is received and present the deal (if required) to the Business Acceptance Committee for approval.
  • Create working party lists for the wider trustee teams’ transactions.
  • Work with the wider Trustee team to manage deal signings.

Data Management:

  • Input all trustee deal data into system of record (Salesforce)
  • Ascertain all covenants and obligations relevant for the trustee, and enter this, along with the relevant transaction details into the relevant database in accordance with CSC procedures.

Closed Transactions:

  • Deal with ad hoc simple transaction enquiries and/or relevant correspondence.
  • Record time spent on relevant activities for client billing purposes in accordance with Intertrust procedures.
  • Review invoices in accordance with fee letters and assist with financial control.
  • Work on file reviews / refreshes
  • Dealing with any incoming and outgoing mail/couriers.

SKILLS / EXPERIENCE

  • Experience of finance transactions in a corporate trustee or agency capacity is beneficial.
  • Experience of finance-related work is beneficial.
  • An excellent level of communication skills, both oral and written, and a high level of interpersonal skills, giving the ability to work with all levels, both within and external to, Intertrust.
  • The ability to balance competing priorities and meet deadlines within the context of a demanding workload.
  • The ability to work independently, and to work effectively as part of a team, both within the trustee team and in a multi-disciplinary setting.

Why work with CSC?

We’re always looking ahead, finding ways to improve and anticipate the future needs of our clients. Curiosity fuels our innovation, and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years.

CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. Our more than 8,000 colleagues around the globe are empowered to bring the right solutions to market to meet client demand.

· CSC is a great place to work with smart and dedicated people. We’ve been voted a Top Workplace every year since 2006 and are a National Top Workplace in the U.S. for the second consecutive year and Best Place to Work in India.

· We offer challenging work and career opportunities. Many positions are filled with internal moves and employee referrals.

· Employees are eligible for an annual success-sharing bonus or commission plans based on role and individual performance.

· CSC offers excellent benefits, including medical, dental, and life insurance, flexible spending, and health savings accounts.

· Our global standard for our work environments supports current and future technology initiatives through open design, sit-stand workstations, and digital interface points with wireless access throughout the campus.

· We offer flexible schedules and remote options for available positions. It’s an exciting time for us in terms of growth and expansion.

· We strive to boost the power of our diversity by ensuring that all our colleagues feel a sense of belonging. Our Strategic Equality Alliance fosters a culture of inclusion regardless of race, ethnicity, religion, gender identity, or sexual orientation. It provides networking, learning, and development opportunities through our employee resource groups.

· CSC Gives Back, our philanthropic program, is committed to making the communities in which we live and work better off tomorrow than they are today.

About us

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

CSC is committed to creating a diverse and growth-oriented environment where everyone is valued and respected. CSC offers challenging career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.

Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications .