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Client Static Data Analyst - Operations AcademySchroders • Horsham, Pennsylvania, United States
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Client Static Data Analyst - Operations Academy

Schroders
  • US
    Horsham, Pennsylvania, United States
  • US
    Horsham, Pennsylvania, United States
Jetzt Bewerben

Über

Client Static Data Analyst - Operations Academy Horsham, West Sussex, United Kingdom
Job Description Who we're looking for
We're proud of what we do, and this couldn't have been achieved without our people. At Schroders, we actively seek innovative people from diverse backgrounds, who can bring a fresh approach to our business. If you've just finished school, college, university or are looking for a career change, then our Operations Academy Programme provides you with a chance to take the first step into a career in the financial industry. Ultimately, we can teach what you need to know about the job, we just need you to bring your drive, passion and enthusiasm to make the most of all opportunities.
We're looking for an Analyst to join our Client Static Data team who provide client data management services for all Schroders Wealth Management entities worldwide, including processing; account and portfolio openings, online access and data maintenance.
The programme
You will join Schroders as a permanent employee and start your career in our Operations Academy, which currently runs for 18-24 months. During this time you will study for your CISI Level 3 - Investment Operations Certificate, learn on the job and have access to a wide range of soft skill training courses.
Investment20/20
You will join as an Operations Academy Trainee as part of the Investment20/20 programme , you will have opportunities to meet and network with trainees across the industry and participate in training, socials and insight events.
About Schroders
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we've been around for over 200 years but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
The base
At Schroders, we're known for doing things differently. That's why we’re building a home for the ambitious in Horsham, West Sussex. You’ll get the all the benefits of being part of a world-leading FTSE 100 company. But you’ll also get the support of being part of a genuine local community. If you’re looking for opportunities that match your ambitions, you’ll find them right here in Horsham.
What you'll do
Maintain client data in T24 (incl. opening/closing of accounts and portfolios for wealth clients, third parties and operational Internal Clients) and process changes to client data on a daily basis;
Update client reporting requirements, including setup of third party recipients;
Process changes to client fees, including bespoke/special fees;
Setup new web user clients for eServices (online client portal) and process any adhoc changes;
Provide support to the local Client Documentation teams in UK, Guernsey, Switzerland and Singapore regarding client data;
Manage client and stakeholder queries pro-actively, liaising with internal teams with particular focus on quality and timeliness of communication;
Work through high volumes, prioritise and manage workloads.
The knowledge, experience and qualifications that’ll help
Any experience which demonstrates good communication, analytical skills, and working well within a team environment;
A strong attention to detail is required;
Proficient in basic software notably Excel;
Being organised and taking the initiative;
Excellent time management, recognising the importance of being punctual to support our clients and your team.
You must be at least 18 years old by the start date of the programme to apply for the advertised intake. You will need to study for your CISI Level 3 - Investment Operations Certificate outside of normal office hours.
After your initial training, you have the option to work from home as well as in our office . Our current expectation is that you will be office-based for a minimum of three days per week.
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.
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  • Horsham, Pennsylvania, United States

Sprachkenntnisse

  • English
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