Back
Metro location, mid-level managerial role, and recognizable finance brand increase candidate competition.
Role requires investment/transfer agency domain knowledge and reconciliations, so industry-specific fit is critical.
Explicit 5–10 years, domain expertise, and mandatory Alteryx/Python/Tableau skills make filters strict.
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Oversee end-to-end delivery of transfer agency operations including Trailer Fees, Prudential Pension Limited (PPL), and UK Offshore processes ensuring accuracy and timeliness.
Manage and mentor senior analysts, ensuring operational excellence, stakeholder communication, compliance, and escalation resolution.
Drive process improvement and automation initiatives using Python, Alteryx, AI, and dashboard reporting to enhance efficiency and reduce risk.
5-10 years of financial services experience.
Graduate/Postgraduate degree in Data Science/Artificial Intelligence.
Hands-on experience with transfer agency operations including trade/cashflow monitoring and banking reconciliations.
Experience with Alteryx, Python, and Tableau/Power BI required.
Proven capability in leading and managing a team within investment operations or transfer agency functions.
Skilled at managing high-volume, deadline-driven financial processes with accuracy and stakeholder engagement.
Experience working across cross-functional teams and third-party administrators in a regulatory/compliance environment.