Investor Servicing Analyst- Transfer Agency-6 month contract

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Overview of role

This role sits within an initiative to simplify and standardise Schroders Global Transfer Agency strategy.

The role will support all aspects of the construction and implementation of the new Global Transfer Agency Operating model, with particular focus on processes, procedures & controls pertaining to the servicing of Schroders investors and intermediaries.


The role will be based in our London Head Office and will report into the Global Transfer Agency Programme Manager and involve close work with each of the individual programmes work streams within the Global Transfer Agency programme.

Key Objectives:

Ensuring that the investor and intermediary experience is positive and aligns with Schroders requirements/expectations
Ensuring that all target operating models align and meet Schroders requirements and expectations
Ensuring that all business capabilities and technical solutions are compliant and meet Schroders requirements/expectations
Ensuring that all impacted Schroders internal teams are operationally ready prior to Live
Ensuring that all impacted Schroders Transfer Agency suppliers are operationally ready prior to Live
Ensuring that all impacted key third parties are operationally ready prior to Live

Key Duties:

Co-ordinate activities associated with:
o defining and implementing the target operating model/s that underpin Schroders Global Transfer Agency strategy
o defining and implementing all investor and intermediary correspondence
o defining and implementing investor and intermediary communication channels
o defining and implementing details operations material (e.g. BPMs, Procedures, Controls frameworks, training)

Support the following in defining and implementing their target operating model, supporting operations material (e.g. BPMs, Procedures, Controls frameworks, training), investor/intermediary correspondence and communication channels: 
o Schroders internal teams
o Schroders Transfer Agency suppliers 
o Key third parties & regulators

Support the preparation and execution of the programme test phases
Support the following programme work streams to ensure alignment of approach, design and deliverables:
o Investor Servicing
o Technology 
o Legal & Procurement 
o Transitions and migration
Maintain and track programme risks, issues and actions
Provide regular updates to the programme manager and programme team members
Participation in regular programme governance meetings (as required)

Responsibilities of the role

The role will involve:
Creation of investor/intermediary correspondence
Defining investor/intermediary communication channels
Creation of target operating models
Creation of detailed business process maps and desktop procedures
Creation of training material
Escalation of key issues and risks in a timely manner
Management of all key project artefacts and archives
Stakeholder management of key Operating Model design players on initiative and progress


Overview of the skills and experience required

Experience and knowledge of investor (retail and institutional) servicing 
Experience of designing and participation in Operating model creation within the transfer agency industry
Experience and knowledge of transfer agency operations (Fund Accounting a bonus)
Knowledge and experience of Workflow tools and processing would be advantageous
Strong interpersonal skills
Good written and oral communication 
Organised and methodical in approach with the ability to communicate at the senior level as well as down to the detail level where required
A “can do” attitude with a passion for hitting deadlines   

Schroders is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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