The Transfer Agency Fund Profile Management (TA FPM) team ensures the successful integration and coordination of new fund launches alongside client conversions.  The team participates in the life cycle of the TA FPM fund and share class launches, including project scoping, planning, requirements definition, issues resolution and implementation; ensure assigned projects are completed within the agreed upon timeframes. The FPM team also supports any fund amendments as and when they arise.

This position will be directed by the Senior TA FPM Analyst and TA FPM Manager, supporting the business units globally as it relates to the set up and maintenance of funds in the necessary TA systems with the aim to achieve overall high client satisfaction. The TA FPM Analyst will be responsible for gathering all relevant information relating to fund set up, populating the related set up forms and subsequently inputting all this information into the TA applications. They will also be responsible for reviewing the set ups performed by the Senior FPM Representatives and ensuring all fund set up deadlines are met.

Responsibilities:

1. Fund Launch Management

• Assist with the on-boarding and migration of new clients as it relates to the setup of the funds in the necessary TA systems.

• Learn and understand fund documentation, e.g. Prospectus, and identify key information within the documentation.Be able to translate this information into system friendly language

• Learn and understand the system architecture and functionality so that queries can be dealt with quickly and accurately

• Escalate issues to the TA Senior FPM Analyst and Manager

• Assist with the development and documentation of proposed solutions to fill gaps when identified

2. Client Servicing

• Coordinate and work effectively with colleagues across Service Delivery

• Develop strong relationships with the various teams involved in the fund launch process.

• Respond quickly and accurately to internal queries

3. Process Management

• Ensure all fund and share class launches are set up on time and accurately.Ensure the launch tracker (JIRA) is kept up-to-date with launch statuses.

• Identify and eliminate any unnecessary manual tasks, replace with automation

• Participate in any ad-hoc projects as required and ensure they are delivered accurately and on time e.g. calendar project, large volume updates.

4. Human Recource Management

• Support the Senior FPM Reps to ensure that all daily tasks are completed

• Undertake the annual review process and hold regular one-to-one meetings with team members

• Work with management to address the training needs of the group

5. Risk Management

• Issue/Error Ownership – escalate, track and resolve issues.Identify preventative measures to avoid reoccurrence

• Ensure all procedures are kept up-to-date and follow internal Risk guidelines

• Identify any gaps in current process or improvements needed and remediate as necessary

Qualifications: