Transaction Analyst

Posted 8 Hours Ago
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London, Greater London, England
In-Office
Entry level
Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world.
The Role
Support trustee mandates by assisting client onboarding, collating KYC, liaising with compliance, inputting trustee deal data into Salesforce, managing deal signings, invoicing support, annual KYC refreshes, and administrative file and documentation management.
Summary Generated by Built In
Job Description
Transaction Analyst
Global Capital Markets
London
Permanent
Hybrid
The Trustee Transaction Analyst will be part of CSC's Global Trust & Agency team and is responsible for assisting with client onboarding and ongoing administration of trustee mandates (including note trustee, security trustee and security agent roles). The Analyst will liaise closely with other transaction parties during the setup of the structure and participate in the closing of transactions. They will be responsible for working with clients to collate all correct KYC information, working with Group Compliance to ensure it is input into relevant databases and all necessary approvals received prior to the deal closing. The Analyst will also be responsible assisting with invoicing and for managing and completing (according to specified timeframes) all annual KYC refreshes, for inputting deal data into relevant databases, as well as administrative tasks such filing, deal signings, documentation management and dealing with the limited amounts of incoming/outgoing mail.
RESPONSIBILITIES
Mandated and Amended Transactions:
  • Engage and liaise with the client and other CSC teams to collate all KYC information for new deals.
  • Work with Group Compliance and KYC Services teams to ensure correct KYC information is received and present the deal (if required) to the Business Acceptance Committee for approval.
  • Create working party lists for the wider Trustee teams' transactions.
  • Work with the wider Trustee team to manage deal signings.

Data Management:
  • Input all trustee deal data into system of record (Salesforce)
  • Ascertain all covenants and obligations relevant for the Trustee, and enter this, along with the relevant transaction details into the relevant database in accordance with CSC procedures.

Closed Transactions:
  • Deal with ad hoc simple transaction enquiries and/or relevant correspondence.
  • Record time spent on relevant activities for client billing purposes in accordance with CSC procedures.
  • Review invoices in accordance with fee letters and assist with financial control.
  • Work on file reviews / refreshes.

SKILLS / EXPERIENCE
  • A degree in either law or finance would be beneficial;
  • Experience of finance transactions in a corporate trustee or agency capacity is beneficial.
  • Experience of finance-related work and some knowledge of financial markets is beneficial.
  • An excellent level of communication skills, both oral and written, and a high level of interpersonal skills, giving the ability to work with all levels, both within and external to, CSC.
  • The ability to balance competing priorities and meet deadlines within the context of a demanding workload.
  • The ability to work independently, and to work effectively as part of a team, both within the trustee team and in a multi-disciplinary setting.

About Us
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®
Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.
CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.
CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.
We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,
CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.
We encourage candidates to apply directly to our website and not through third-party sources.
Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.
About the Team
At CSC®, we're always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It's also the reason we're the trusted partner of many of the world's most successful organizations.
CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That's why we are the leading provider of business administration and compliance solutions.
  • CSC is a great place to work with smart and dedicated people.
  • We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In's Best Places to Work.
  • We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals.
  • Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance.
  • CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
  • As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.

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The Company
HQ: Wilmington, DE
8,500 Employees
Year Founded: 1899

What We Do

CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world. With more than 8,000 employees, CSC operates in more than 140 jurisdictions, delivering solutions that help businesses thrive. We pride ourselves on our client-focused approach, market-leading expertise, and unmatched global reach.

Why Work With Us

CSC gives its employees the autonomy to innovate and problem solve, to grow and to share their expertise, and to be a part of a group that genuinely cares for each other and their customers. We offer an excellent benefits package along with good work-life balance in a fun and collaborative environment.

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CSC Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
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