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Senior analyst

Limerick
Pontoon Solutions
Analyst
Posted: 10 May
Offer description

Senior Analyst Role

Contract Type: Fixed Term Contract, 15 Months

Location: Limerick, Ireland Transfer Agency Environment

About the Role:

We seek a dedicated Senior Analyst to enhance operational efficiency in our dynamic team. Reporting to the Team Leader, you will play a crucial role in supporting daily operations and developing on-the-job skills.


Principal Responsibilities:

* Respond to Investor Queries via Phone or Email, ensuring Timely and Accurate Information is Provided.
* Support the Team Leader in Monitoring Telephone Call Levels, ensuring all Service Level Agreements are Met.
* Oversee Client-Specific Mailboxes and eGain, ensuring all Queries are Addressed within Agreed Service Levels.
* Act as a Mentor and Buddy to New Team Members, providing Guidance and Answering their Queries.
* Assist in Improving Quality through Procedural Reviews and Enhancements.
* Ensure Daily Telephone Dealing Tasks are Completed, and all Relevant Documentation is Accurately Scanned and Stored.
* Provide Sign-Off on Phone Deals, ensuring Trade Data Accuracy and Completeness.
* Monitor and Report on various Client Queries, making Recommendations for Procedural Changes to the Team Leader.
* Compile and Distribute Team Statistics or Reports as Requested.
* Mentor Team Members, offering Support and Assistance as needed.


Key Relationships:

* Internal Key Stakeholders: Team Manager, Head of ISC, ISC Quality Team, CSMs & RMS.
* External Key Stakeholders: External Clients and Investors.


Skills & Experience Required:

* Strong understanding of Ireland Transfer Agency processes within an Investor Services centre environment.
* Detailed working knowledge of Telephone Dealing and Client & Investor Services.
* Ability to work independently and take initiative.
* Extensive knowledge of organisation, fund administration, and the regulatory environment.
* Proven ability to meet deadlines effectively.
* Proficient in Excel and Word.
* Exceptional attention to detail and accuracy.
* Strong analytical skills for researching and resolving inquiries.
* Excellent communication skills, both oral and written.
* Ability to multi-task and manage time effectively.
* Strong interpersonal skills, fostering relationship building and problem-solving.
* Motivated to achieve results and closure.
* Capable of making informed decisions and generating ideas.
* Leadership qualities, including direction and knowledge sharing.

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