Client Service Administration Lead Analyst
1 month ago
Who we're looking for
We are looking for a Lead Analyst 2 to join our Client Service Administration team which will be part of our new Client Service Global Centre of Excellence (CoE). The CoE administration functions will be performed from both our Horsham and Luxembourg offices. You will be part of a team that will be responsible for providing client service administration support to Global Client Service teams within the Client Group (e.g., platform data management, annual audit requests, client service data production, reporting etc).
As a Client Service Administration Lead Analyst 2 you will have supervisory responsibility for work that is undertaken on a day-to-day basis by the team, supporting the team in overseeing the more complex activities throughout their lifecycle.
You will work with key stakeholders across Schroders to ensure the team are able to deliver high quality and timely outputs to the Global Client Services teams to allow them to deliver service excellence to their clients, escalating to the Client Services Administration Manager as required.
You will also have responsibility for providing back up coverage to the Client Services Administration Manager during their absence. Being part of a new team you will have the ability to support your manager in shaping the future of Client Service Administration where you will be a critical part of the delivery of the overall Client experience within Schroders.
About Schroders
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we've been around for over 200 years but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
The base
At Schroders, we're known for doing things differently. That's why we’re building a home for the ambitious in Horsham, West Sussex. You’ll get the all the benefits of being part of a world-leading FTSE 100 company. But you’ll also get the support of being part of a genuine local community. If you’re looking for opportunities that match your ambitions, you’ll find them right here in Horsham.
What you'll do
Client and Platform Data Management
• Support and review complex data gathering from various sources as required.
• Provide quality assurance that files are appropriate and complete to be uploaded to the platform.
• Resolve issues or complaints arising from upload errors or breaches of SLAs in relation to the client or platform data management activities carried out by the team.
• Participate in platform review meetings.
• Review responses provided to Client due diligence requests on Schroders’ entities, e.g. SIM EU and/or Schroders’ fund structures e.g. SISF to ensure quality and timeliness of deliveries.
• Support resolution of purchase order and invoicing issues.
Client Service Data Production (KPIs)
• Review various KPI reports for accuracy and consistency, e.g., onboarding stats for senior management.
• Own the production, review and sending of the AuM reports which are required to be provided to internal stakeholders to provide a breakdown of the AuM per client per platform.
Client Annual Information Audit:
• Review team member responses to Annual Information Audits prior to these being sent to the Auditors for quality assurance.
• Respond to issues or escalations in relation to the provision of information to Auditors by the team.
Client information Updates, Administration, and Non-Standard Communication
• Review draft letters to platforms and distributors regarding fund corporate actions or fund events prior to those being sent by the team, engaging with Legal and Compliance where required for sign off and to ensure necessary disclaimers are included.
Query Management
• Respond to complaints and escalations in terms of SLA timelines that are breached and escalate as required.
External Reporting (including ad hoc Regulatory Reporting requirements)
• Review finalised reporting produced by the team for quality assurance, prior to distribution.
Fund Dealing
• Respond to and resolve any escalations relating to fund dealing instructions.
The knowledge, experience and qualifications you need
• Strong attention to detail to ensure delivery of high quality, accurate outputs. Well-developed interpersonal and communication skills to facilitate liaison with key stakeholders and external parties.
• Able to problem-solve.
• Able to plan, organise, prioritise and schedule to ensure own and team deadlines are met.
• Have financial services knowledge - familiar with the asset management industry, investment products, and regulatory requirements is beneficial. This includes understanding funds, agreements, and compliance procedures.
• A strong teamwork mindset able to develop and manage strong working relationships with global internal departments and external counterparties.
• Be open to feedback, receptive to change, able to challenge status quo and continually look out for team and self-improvement opportunities.
• Able to navigate through changes and maintain an innovative culture.
• Advanced Microsoft office, notably Excel and experience in Power BI would be an advantage
• Fluency in a Italian would be an advantageous.
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics
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