Transfer Analyst Resume Samples

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S Schmeler

Sabina

Schmeler

5815 Crooks Corners

San Francisco

+1 (555) 566 5402

5815 Crooks Corners

San Francisco

Phone

p +1 (555) 566 5402

Experience Experience

Boston, MA

Wire Transfer Analyst

Boston, MA

Pagac LLC

Boston, MA

Wire Transfer Analyst

Performs preliminary and final functional performance testing for new or upgraded systems/applications
Assists with department projects to increase income, reduce costs, and manage risks related to wire transfers, services, and operations
Assists with the collecting and input of data for the Compliance manager
Performs all other miscellaneous responsibilities and duties as assigned
Participates in Wire System upgrade testing
Researches, develops, and implements procedural and operational changes; monitors, analyzes, and helps control, manage, and improve internal controls, regulatory and wire transfer policy compliance, and external reporting; assists with division level and other external projects related to or impacting upon department operations
Completes end of day balancing and shut down for wire system

Philadelphia, PA

Transfer Agency Analyst

Philadelphia, PA

Price Inc

Philadelphia, PA

Transfer Agency Analyst

European Clearing Houses and trading platforms e.g. Fundsettle, Euroclear, Vestima, EMX, AllFunds
Coordination of a weekly meeting with all TA teams to discuss outstanding items
Effective filing and archiving of all AML documentation in line with regulation
Identify systemic and non-systemic issues around tax, agreeing actions to mitigate these and tracking their resolution
Day to day review of alerts in relation to Transaction Monitoring
Proactively Identifying methods to improve/streamline workflows within the team
Excellent time management, problem solving and analysis

present

San Francisco, CA

Expl Transfer Agency Analyst

San Francisco, CA

Quigley and Sons

present

San Francisco, CA

Expl Transfer Agency Analyst

present

Assist in Development / Testing
Assist in the continued process of TQM (total quality management)
Monitor & assist on the queries and liaise with other departments where necessary
Ensure all training related to your process has been completed
Employees are expected to exercise due care and diligence, ensuring the areas the incumbent is responsible for are organised and controlled
Responsible for recording of cheques banked and cleared
Responsible for preparation of outstanding debtor & creditors report

Education Education

Bachelor’s Degree in Accuracy

Chapman University

Bachelor’s Degree in Accuracy

Skills Skills

Be able to prove an ability to work independently and to be able to manage multiple tasks to ensure deadlines are met
Strong IT skills, proficient in MS Office
Excellent attention to detail
Manage the delivery of the your tasks in a timely, accurate and controlled environment, ensuring priority items are identified and dealt with in a prompt manner
Ability to draft concise written correspondence with attention to detail
Ability to deal positively with challenges and time pressures
Excellent organisational and time management skills are key skills for this role
Strong risk and control skills
Attention to detail
Represent the TA in a competent and professional manner

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13 Transfer Analyst resume templates

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File Transfer Analyst Resume Examples & Samples

0-3+ years of Information Technology experience
VI, Shell Scripting or Unix Administration is a plus
Knowledge and experience in any of the following protocols: AS2/SSH/SSL/Connect:Direct
Able to work independently and take ownership of assigned tasks
Able to manage a complex and dynamically changing workload
Proven analysis, reporting, and troubleshooting skills
Able to absorb & present complex ideas quickly & accurately
Strong communication skills (verbal and written) with the ability to communicate complex issues to technical and nontechnical audiences, including peers, line- of-business partners, external customers, and senior management
Able to write clear and concise design and support documentation for audiences with varying degrees of technical aptitude
Able to drive discussions, provide recommendations, and explain complex issues to peers and senior management
Professional, customer-focused attitude at all times
Understanding of and experience with change management concepts, processes, and tools

CAS Asset Transfer Analyst Resume Examples & Samples

2-4 years in the financial services industry highly preferred
Demonstrated interest in financial markets, trading and/or transfer pricing
Exceptional organization skills
Ability to work well in a small team structure
Ability to manage multiple priorities and deliverabl

Senior Transfer Agency Analyst Resume Examples & Samples

Document scanning and archiving
Good order review of financial and non financial instructions
Workflow management between functional teams within the department
Manage queries received internally and externally from shareholders, distributors and regional offices
The candidate should have at least 1 years’ experience in a TA environment, in a customer service role
The candidate should be a fluent English speaker. Fluency in other European languages will be an advantage
Proficiency with MS Office applications, including Word, Excel and Office plus familiarity with European banking and financial platforms
A good understanding of the end to end TA process, including awareness of Anti Money Laundering requirements
Good organisational and time management skills with the ability to manage multiple tasks to ensure deadlines are met
A structured and determined approach to work
A willingness to take ownership
The ability to develop a good working relationship with colleagues
The ability to suggest and provide solutions to issues/procedures/processes
The ability to work independently within your area of responsibility
Complete all tasks assigned and requests for information in a timely and accurate manner, displaying good time management skills and a high degree of accuracy and attention to detail
Effectively manage multiple priorities
Understand and pre-empt the client’s needs, ensuring priorities are identified and dealt with in a prompt manner

File Transfer Analyst Resume Examples & Samples

0-3 + years of Information Technology experience
Knowledge and experience in any the following protocols: AS2/SSH/SSL/Connect:Direct
Willing to take ownership, and able to independently work toward implementation
Able to manage complex and ever-changing workload
Ability to absorb & present complex ideas quickly & accurately
Strong communication skills (verbal and written) with the ability to communicate complex issues to technical and nontechnical audiences that include peers, lines of business partners, and senior management
Strong documentation skills to be able to write design and support documentation
Leadership abilities, ability to drive discussions and bring forward recommendations, explain complex issues to peers and senior management
Professional customer-focused attitude at all times
Bachelor's degree or equivalent in Engineering (any), Computer Science, Information Technology or related field or comparable experience is required

Senior Transfer Agency Analyst Resume Examples & Samples

Day to day oversight of processing quality and timeliness seeking appropriate information from local management there where required
Escalation point for unresolved issues to the external TA team
Significant operational mutual fund administration experience gained in a TPA, TA or working directly for a fund manager

MYS Ctsm Kl-transfer Agency Analyst Resume Examples & Samples

Bachelor's degree or diploma in Accounting/Finance/Computer Science and/or professional qualification (ACCA, CPA, CA or equivalent)
At least 1-5 years TA experience
Strong knowledge in TA business, products and workflow
Strong technical skills including accounting principles and theories

MS Heat Transfer Analyst Resume Examples & Samples

Interaction is required with analysts from lubrication system, seals and bearing part family, thermal management and secondary air system analysis
Duties include development of comprehensive performance simulations, off-line detailed test data analysis, and analytical trade studies to evaluate and assess configuration changes
Perform analyses in support of component fire tests, pre and post test predictions, and evaluate necessary design changes for compliance with fire test requirements
Contribute to ESW and other process improvement efforts

AM, Jpms Funds Transfer Analyst Resume Examples & Samples

Responsible for monitoring money transfer queue and performing outbound client calls for verification/confirmation
Manage daily email and phone inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations
Provide high quality, high touch service to JPMS Financial Advisors/Client Associates. Coordinate and follow through on FA/CA requests
Research, follow-up and resolve inquiries and issues through effective interaction with advisors, client associates, product partners, branch/operations teams and other staff in a timely and professional manner
College degree or equivalent financial services/banking industry experience preferred
Client service experience preferred
Experience with a wide range of investment products preferred
Ability to work effectively as a member of a team
Ability to multi-task and manage priorities effectively
Ability to adapt to a rapidly changing business and technology environment
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases

MYS Ctsm Kl-transfer Agency Analyst Resume Examples & Samples

Bachelor's degree or diploma in Accounting, Finance, Computer Science and/or professional qualification (ACCA, CPA, CA or equivalent)
At least 1-5 years of TA experience
Detailed knowledge of business processes and procedures, as well as service and systems (including downstream impacts)

Alternative Risk Transfer Analyst Resume Examples & Samples

Develop a deep understanding of client needs and market offerings to assist in the construction of industry leading ART Solutions
Work with key account leaders to build awareness of the Willis strategy and capabilities in the ART Solutions space
Contribute to the sales strategy and approach to systemic lead generation in key regions and industries
Assist in the creation, harmonization and distribution of sales collateral
Assist in the development of thought leadership through the development and publishing of research material and through presentations and speaking engagements
Matrix with analytics professionals throughout Corporate Risk & Broking, Investment Risk & Reinsurance and other relevant WTW segments
Support sales and delivery of complex engagements
Work internationally and travel as required
Undergraduate level degree in finance and/or economics preferred
5+ years’ experience in insurance, financial product development and risk management techniques required
Prior brokerage experience preferred

Hard Transfer Analyst Resume Examples & Samples

Analytical review of Global Transfer Pricing calculations against policies
On consultation with key Tax Leads, the consolidation of operational Transfer Pricing methods
Design and documentation of new consolidated Transfer Pricing methods, ensuring standardization and calculation logic that lends itself to future automation
Roll out of new Transfer Pricing methods
Working with key stakeholders to agree an adapted Transfer Pricing booking method, in order to facilitate transparency in the Financial Statements
On-going assessment of the Front to Back control environment including open Operational Risk Events, related projects and Regulatory changes, ensuring Transfer Pricing controls and processes are re-aligned as necessary
This role requires an understanding of the front-to-back information flows for the P&L and balance sheet across multiple products and business areas. Training will include on-the-job experience and structured lecture room classes to improve knowledge

Senior Analyst, Longevity Risk Transfer Resume Examples & Samples

Minimum of 5 years financial services experience
Bachelor's degree required, MBA, CFA or related advanced degree is helpful
Knowledge of the longevity reinsurance marketplace, key competitors, and industry trends is helpful
Understanding of the Longevity Reinsurance product and the increasingly global market for pension and longevity risk transfer is preferred
Excellent written communication and presentation development skills
Strong understanding of financial and risk analysis
Strong leadership skills with the ability to collaborate, influence and build consensus across functional teams
Demonstrated ability to think critically about the customer, the market, the competition
Demonstrated ability to enhance and build strong relationships over time

Shareholder Services Internal Transfer Agency Analyst Resume Examples & Samples

Experience in an operational role, ideally in a TA environment
Demonstrates team spirit, is prepared to assist colleagues and perform tasks that do not usually fall within his/her responsibilities
Ensures accurate record keeping of work and files documents in a way so that they are easily retrieved
Knowledge of Aladdin desired but not essential
Knowledge of different fund pricing mechanisms desired but not essential

Transfer Analyst Resume Examples & Samples

Bachelor's degree in Finance, Economics or Accounting
Solid experience with financial services industry particularly asset management or insurance businesses are required
Solid understanding of various investment instruments and their analytics, characteristics and benchmarks (especially Fixed Income securities and equities) is required
Knowledge in custodian reporting processes would be an asset
Highly developed analytical, conceptual, work under pressure and has a good problem solving skills
Prior experience in any investment / trading system, risk management analytic models or financial market data system is preferred (custodian platforms & BBG)
Proficiency in MS Excel and Word is required
Familiarity with Maximis Investment Accounting System would be an asset

Transfer Agency Analyst Resume Examples & Samples

Complete certain functions, including the daily workflow within the team to ensure all work is completed in accordance with client SLA`s and internal Citi policies and procedures
Adhere to all written procedures for all of the team`s responsibilities
Represent the team and department in a competent and professional manner, displaying excellent verbal and written communication and inter personal skills
Adhere to established procedures for all tasks and proactively make suggestions for procedural improvements to enhance efficiency or accuracy
Take responsibility for assigned tasks and prioritise to ensure expectations and team requirements are met
Understanding of Commission and Retrocessions an advantage
Proficiency with MS Office applications, including Word, Excel and Office
The ability to adhere to established procedures but also to think proactively and to communicate suggested procedural changes
The ability to foster a good team spirit
The ability to work to deadlines
The ability to deputise for the manager as required

Heat Transfer Analyst Resume Examples & Samples

1 year or prior internship in Heat transfer analysis is required
Familiarity in using ANSYS for heat transfer is preferred
Experience with CAD software such as NX or UG preferred
Background in fluid flow and heat transfer required
Good organizational and communication skills desired
Higher level thermal and fluid courses, and CFD experience with heat transfer analysis is a plus

Transfer Agency Analyst Resume Examples & Samples

Cash settlement
Bank account reconciliation of shareholder accounts
Overview of bank account reconciliation completed by third party vendor
Resolution and escalation of reconciliation queries
Good order review of shareholder and distributor financial and non financial instructions
European Clearing Houses and trading platforms e.g. Fundsettle, Euroclear, Vestima, EMX, AllFunds
Review of fund prospectuses, operating memorandums and key fund documentation
Fund launches
Client conversions
QC of TA reports, Daily/Weekly outstanding items reports
Coordination of a weekly meeting with all TA teams to discuss outstanding items
Dividend Processing
Proactively Identifying methods to improve/streamline workflows within the team
Ensure deliverables and procedures are being carried out and updated by team members in a controlled and timely manner

Transfer Agency Analyst Resume Examples & Samples

Extensive years of funds experience
Ability to demonstrate management and coaching skill
Knowledge of hedge and long funds, particularly investor AML
Knowledge of Irish Anti Money Laundering (AML) and Tax legislation
Solution Orientated
Planning and Organizing / Scheduling
Strong risk and control skills
Good understanding of management information systems

Heat Transfer Analyst Resume Examples & Samples

Interaction is required with analysts from lubrication system, seals and bearings design, thermal management and secondary air system. Additionally, interfacing with other engine major sub-systems (turbine, compressor, externals) will be required
Work with a multidisciplinary team to provide timely results. Coordinate tasks with program leaders as well as other interfacing component analysts for milestone completion
Present analysis results summary to the upper level management
Contribute to modeling and other process improvement efforts
10 years minimum experience in aerospace or industrial heat transfer analysis required; Gas turbine experience preferred
Proficiency in using ANSYS tool for heat transfer required
Experience with NX or UG or other CAD software preferred
Strong background in fluid flow and heat transfer required
CFD experience with heat transfer analysis is desired
Demonstrated ability to successfully lead technical teams and advance skills of less experienced engineers

Heat Transfer Analyst Resume Examples & Samples

5+ years in heat transfer analysis required
Proficiency in using ANSYS tool for heat transfer, is required
Experience in accessing, processing and validating engine data is highly desired
Strong organizational and communication skills desired
Graduate level thermal and fluid courses, and CFD experience with heat transfer analysis is a plus

Managed File Transfer Analyst Resume Examples & Samples

Work closely with business teams to strategize solutions that support long term business objectives
Collaborate with QA team to ensure testing efforts align with system deliveries and business processes
Plan, execute and manage the integration of new applications into existing corporate file transfer platform
Collaborate with technology teams, business users and other stakeholders for integration
Document business processes
Manage customer expectations to ensure customer satisfaction
5+ years of experience with File Transfer protocols (SFTP, FTP, HTTP)
Proficient with MS Project, Word, Excel, Visio, PowerPoint
Experience with Helpdesk tools preferably HPSM/Service Now
Strong troubleshooting and analytical skills

Heat Transfer Analyst Resume Examples & Samples

Bachelor of Science in Mechanical Engineering or Aerospace Engineering
10+ years minimum experience in Aerospace or industrial heat transfer analysis
10+ years of experience using ANSYS tool for heat transfer
M.S. Degree
Gas turbine experience preferred
Strong background in fluid flow and heat transfer

Transfer Cost Analyst Resume Examples & Samples

Conduct analytics to build the fact base in support of market relevant costing
Perform market relevant costing workbook creation
Lead analysis for visibility in pricing behavior
Develop ideas leading to continual improvement to the market relevant cost process at Sysco
Provide data support to category management team
Develop any adhoc costing related reports needed by Category Managers, MRC team etc
Minimum 1-3 years of business analytics experience
Excellent knowledge of Microsoft Excel and Access
Experience in SQL, Visual Basic, Tableau, and Business Objects required
Wholesale food distribution or consumer packaged goods industry experience a significant advantage

Wire Transfer Analyst Resume Examples & Samples

Provides specialized technical and operations support; initiates, receives, researches, resolves, and communicates verbally and in writing on routine and non-routine internal, customer, and other external inquiries and topics relating to wires; handles routine and non-routine operational tasks and transactions; and participates in division’s quality service efforts
Must have complete understanding of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC) regulations
Exercises extensive independent decision making and sound judgment when processing wires
Keeps abreast of Reg-E and regulatory changes as it pertains to wires
Assists with the set-up, review and processing of the Consumer International wires to ensure that they are processed in accordance with Reg-E guidelines, using our corresponding bank and ensuring that all documents are received and completed as required
Must be available to work flexible work schedules, including evenings, weekends and holidays as required
Assists with managing operational workflows as required to ensure service level quality standards and deadlines are met; ensures proper operational policies and procedures are followed, controls are exercised, and errors corrected; trains staff as appropriate; reviews and approves within authority limits routine and some non-routine daily work including the approval of wires received requiring EX-23 authorizations to ensure risk mitigation, tickets, reports, deposits, withdrawals, payments, etc., on paper forms and through computer based electronic transmissions
Assists with department projects to increase income, reduce costs, and manage risks related to wire transfers, services, and operations
Researches, develops, and implements procedural and operational changes; monitors, analyzes, and helps control, manage, and improve internal controls, regulatory and wire transfer policy compliance, and external reporting; assists with division level and other external projects related to or impacting upon department operations
Assists with the collecting and input of data for the Compliance manager
Completes end of day balancing and shut down for wire system
Participates in Wire System upgrade testing
Performs preliminary and final functional performance testing for new or upgraded systems/applications
Minimum 2 – 4 years of business administration experience in a highly productive environment
General knowledge of Reg-E as it pertains to wires preferred
This position requires use of a personal computer and other standard office equipment (typewriter, fax, copier, calculator, ten-key and telephone)
Proficiency with computers, support systems, and general knowledge of business application software required
Must have the ability to adapt to changing electronic environment
Sharepoint and Infopath experience preferred
Must have analytical, customer service, project/time management skills
Demonstrated interpersonal, training, verbal and written communication skills
Able to multi-task, with strong organizational skills
Must have excellent verbal communication, including good voice quality, and articulation

Expl Transfer Agency Analyst Resume Examples & Samples

To prepare & review Bank and Client Money Reconciliations
Responsible for preparation of outstanding debtor & creditors report
Responsible for recording of cheques banked and cleared
To liaise with internal clients, departments and CSMs on a regular basis, ensuring all queries are dealt with in the agreed timescale
Production of Daily, weekly and monthly stats/KPI's
Monitor & assist on the queries and liaise with other departments where necessary
Assist in Development / Testing
Maintain relations with third parties - to include Client, internal relations with other departments and Auditors
Ensure control processes and procedures are followed and all tasks are completed within the timeline
Ensure you understand the escalation process where there are concerns and issues
Ensure all training related to your process has been completed
IAQ Merit award
Experience in working with Multi Currency companies
Knowledge of cashbooks

Transfer Agency, Analyst Resume Examples & Samples

Assisting with the daily monitoring of deliveries and maintaining of the monthly time Table
Assisting key internal stakeholders with Transfer Agency related queries
Following up with transfer agency vendor on operational deliveries, and monitoring of monthly MIS reporting
Assisting with the reporting of TA related items at the management company board meeting
Participation and execution of various initiatives from Product development (such as Fund launches, share class launches, prospectus reviews, Foreign tax, new strategies)
Regulatory filings associated with the European Funds and specifically the reporting that the European TA team provides
Assisting with documenting of operational procedures and checklists

File Transfer Analyst Resume Examples & Samples

Responsible for monitoring, tracking and maintaining file transfer servers and related applications utilized by the team. This includes task scheduling, data replication, and cleanup procedures
Work with customers, vendors and other personnel to insure data travels through channels and processes efficiently
Perform the set ups and modifications of file transfers for internal and external client customers
Interface with various internal teams including Network, Security and MIS to ensure accurate results
Test, troubleshoot transmissions issues as required and escalate where necessary
Monitor and track system performance of the file transfer servers and applications
Respond to system and application messages
Perform necessary system maintenance, which includes task scheduling, data replication, and disk space maintenance
Coordinate with other teams to assist with system performance, maintenance and database upkeep on systems
Complete file transfer requests and process updates by following defined procedures
Complete tasks from daily, weekly, monthly and annual checklist
Research and resolve file transfer issues and assist in root cause analysis
Document and communicate new tasks, changes and special processes
Utilize file transmission protocols: FTP, SFTP, SSH, HTTPS, AS2, data encryption, PowerShell scripts and batch file programs to complete successful file transfer
Work with application support teams to remediate issues in a timely and helpful manner
Respond to all e-mails and phone calls from internal and external customers
Participate in a weekly on call rotation to provide system and file transmission support
Monitor systems and email requests for support and issues that must be resolved during on call shift
Understand and comply with company policy, laws, regulations, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity
Robust customer service and communication skills and the ability to work well with internal and external customers
At least 5 years of experience implementing and leading enterprise level file transfer platforms
Experience using Go Anywhere File Transfer is a must
Advanced knowledge of network operating systems and PC hardware/software is required

Treasury / Funds Transfer Analyst Resume Examples & Samples

1 to 2 year of high volume call center or telephone customer service experience with problem resolution required
Proficient computer skills in all Microsoft Office applications
Eye-hand coordination, manual dexterity and strong attention to detail
Excellent time- management skills to complete process and meet deadlines
MUST BE ABLE TO WORK SCHEDULED HOURS OF MONDAY- FRIDAY 4:00 PM TO 12:30 AM ( HOLIDAYS INCLUDED)

Transfer Agency Analyst Resume Examples & Samples

To ensure the highest level of client service is being provided consistently, as standard, in day to day interactions with clients
To ensure our UK Transfer Agent has full and complete information at their disposal in order to fulfil our service expectations, and have received the requisite training
To ensure that in the event of any complaint, that the complaint is resolved in the manner and to the standards BlackRock prescribe, and that the root cause of the issue is addressed
Respond to email inbox queries from internal stakeholders and referrals from our Transfer Agent, ensuring responses are sent promptly and within our internal SLA
Be responsible for recording complaints received by our UK Transfer Agent in addition to complaints received directly to individuals in the UK Retail business
Be responsible for reviewing complaint sequence of events (SOE) documents and resolution letters produced by our UK Transfer Agents, to ensure the correct resolution has been reached and that the letter is written in the style we have prescribed and agreed
Undertake monthly monitoring of phone calls and emails and letter responses produced by our team and by our UK Transfer Agent and produce statistics and commentary to evidence quality and trends for consumption by senior management. You will ensure each of the communications focuses on TCF principles and guarantees the correct outcome for the client
Monitor the KPIs, escalate if our SLA has not been met and use these figures to report in the team’s quarterly board report
Act as a client service champion, intermediating the UK Transfer Agents to ensure they understand how important the client experience is to BlackRock, enabling us to deliver the best possible service to our clients
Assist in managing relationships and organising communications with internal teams and Transfer Agents to ensure client queries and issues are being addressed and resolved as efficiently as possible
Proactively develop familiarity with BlackRock’s existing products and operational processes to aid query resolution and assist with the design and delivery of client communications and services
Be required to produce accurate periodic MIS related to the work undertaken by you and the team
Be expected to participate proactively in the continuous improvement of our control environment, policies and procedures, including writing and updating team policies, procedures and presentations as necessary
Be expected to partner with the Sales teams and other business stakeholders to develop solutions for our clients, exploring our service capabilities and continually looking for ways to innovate and provide clients with improved and better service outcomes
Contribute to project initiatives that seek to improve our service, effectiveness and efficiency, or which impact the Retail business, its products and its clients
Experience in a client servicing role, ideally in a TA environment
Demonstrate an understanding of the importance of customers /providers to BlackRock and ability to work closely with others to meet objectives
Demonstrates an ability to manage a working relationship with providers, is prepared to escalate issues and communicate with all levels
Able to manage and resolve conflicting priorities
Experience of dealing with intermediary clients and end-retail investors over telephone and email. Experience of a telephone service-based environment within an asset management or similar firm would be an advantage
Experience working with internal stakeholders and influencing for positive and timely client-focused outcomes
An individual who exhibits a client-focused attitude and is dedicated to offering the highest level of client service
A confident, friendly and respectful individual with excellent written and verbal communication skills, comfortable liaising with client and colleagues at all levels
Excellent working knowledge of Microsoft software such as Outlook, Word, Excel and PowerPoint