Investment Operations Analyst

2 weeks ago


Edinburgh, United Kingdom Meraki Talent Limited Full time

**Investment Operations Analyst (Investment Management)**

Permanent

Edinburgh

Meraki Talent’s Investment Management client are shortlisting for a Market Access Analyst to join their growing team in Edinburgh on a permanent basis. The team have responsibility for the completion and co-ordination of withholding tax documentation forfunds and communication to internal and external stakeholders on the on-going matrix of activities which underpin securing the most appropriate taxation rates in each market.

**Responsibilities of the Market Access Analyst (Investment Management)**:

- Complete tax documentation market process from initial identification request through to confirmation that beneficial rate has been applied
- Diarise and facilitate renewal of any tax or market registration when due
- Work with Global Custodians and Legal & Tax teams to identify and engage local tax agents

Facilitate payment of tax agent invoices in a timely manner
- Set-up and maintain an action log and tracker for all new markets, funds, entities and Custodians.
- Co-ordination and provision, where applicable, of documentation to satisfy FATCA,CRS & other KYC requirements

**Background of theMarket Access Analyst (Investment Management)**:

- Experience in the Investment Operations sector
- Working knowledge of TPA function, and ideally experience of working within a market facing function or in a business change /trade oversight team.
- Excellent understanding of Global Custodian services
- Strong written communication skills
- Well developed stakeholder management and organisation skills

Is this job for you? At Meraki, we love recruitment and love words. Is this you?

**Ben wants: Edinburgh, Financial Services, Investment Management,**
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