Transfer Consultant

Transfers and Tax Analyst 1 year FTC London/Hybrid Salary Circa £40,000 - £45,000 Role Objectives:
The main objectives of the role are:
To oversee and manage all activities associated with client transitions / asset transfers Ensure the implementation of Altus / TeX delivers the appropriate benefits and necessary coverage To work with/liaise with external parties on all matter relating to tax reporting for our clients Central point of contact for all FO or client queries relating to transitions, proactively engaging with third parties to provide timely resolution Continually review enhanced asset transfer service to identify future improvements or changes that deliver efficiency or operational gains Central point of contract for all FO or client queries relating to tax reporting /CGIX Support the oversight and effective management of corporate actions To perform general oversight of the outsourced relationship Develop MI that supports the oversight of services and highlights service issues as they arise To present data to the business and create dashboards to enable the Oversight Team to be able to manage effectively Improve processes within the Operations Oversight Team utilising IT Dev, and Microsoft Products Participate in regular service review meetings with Thrd party provider Assist and support the Operations Oversight team as required Assist in the production and checking of periodic tax documents Key Accountabilities and responsibilities:
To participate / prepare appropriate governance ensuring that individuals responsible for the oversight of Third Party, policies, including regulatory updates are able to perform their obligations Review the pending/open transitions and tax reporting activities daily Produce MI as required for any committees as required Undertake operational and oversight activities when required to assist in the smooth day-to-day running of the Operational Oversight Team Undertake operational and oversight activities with our external custodians Keep up to date with regulatory changes and the market Experience and Competencies required:
Experience/ knowledge of the UK transitions function and associated market participants knowledge/experience UK and US tax reporting rules / requirements Understanding of corporate action processing and market rules Operational experience (2 years) required