Transfer Agency Oversight Analyst

• Cardiff

• Full-time

• Back Office Ops

4506_19720

Company Description

Legal & General (L&G) is a leading UK financial services group and major global investor.

We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world's largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.

Job Description

We're currently looking to hire a Transfer Agency Oversight Analyst to join L&G Asset Management

You'll assist the Transfer Agency Oversight team in overseeing external Transfer Agents across UK and European funds in the Asset Management division of L&G by undertaking control activities, due diligence, process enhancements and supplier management activities

What you'll be doing:

• Assisting in the resolution of daily and periodic business-related issues with third-party Transfer Agency relationships
• Resolving operational issues and initiatives, including the late dealing authorisation process, while ensuring key stakeholders receive a service that meets expectations
• Maintaining, promoting and encouraging good avenues of communication between L&G Asset Management and primary third-party administration providers to support automation, risk reduction and best practice
• Rectifying anomalies and resolving business issues to ensure a high level of customer service
• Representing the team and department in a professional, collaborative and commercially aware manner, developing strong working relationships with internal and external parties
• Working collaboratively with managers and vendors to foster credibility and influence, building a reputation for operational excellence across the firm
• Producing insightful and meaningful management information reporting to highlight trends, analysis and errors
• Delivering oversight of projects, including migrations and transitions

Qualifications

Who we're looking for:

• Previous Financial services industry experience required or demonstrable equivalent experience, ideally within a transfer agent or related oversight team
• A good understanding of supplier relationships, contracts and Service Level Agreements
• Good understanding and experience of all aspects of Investment Management with particular focus on transfer agency experience
• Good knowledge of the FCA Collective Investment Schemes Sourcebook and Conduct of Business Sourcebook
• Ability to create and understand MI to make suggestions on improving our service to enhance the customers experience
• Ability to communicate effectively with a wide range of customers and suppliers
• Ability to own problems and resolve issues quickly in a way that treats customers fairly and protects the business
• Ability to confidently make decisions based on evaluation of risks and using all available information
• Ability to identify opportunities for improvement and promote them via creative and innovative solutions

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years' service. There's also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are the many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Additional Information

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.

If you join us, you'll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn't matter if you don't meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.