Summary

The TA Operations Analyst supports transfer agency operations by overseeing outsourced providers, monitoring controls, and reviewing service quality. The role covers client servicing, fund transaction processes, operational reporting, and the adoption of AI-enabled tools in a hybrid working environment.

Responsibilities

• Monitor debtor and creditor positions and operational controls
• Review outsourced provider work against required standards
• Monitor investor dealing, settlements, and income payments
• Reconcile bank accounts and maintain client accounts
• Analyze management information to identify service issues
• Resolve queries from internal and external parties
• Document AI use cases to improve oversight efficiency