Transfer Settlement Analyst The primary responsibility of the ACAT team is to provide effective transaction processing and exceptional client service that both guards the firm's capital and ...
Transfer Settlement Analyst The primary responsibility of the ACAT team is to provide effective transaction processing and exceptional client service that both guards the firm's capital and ...
Transfer Settlement Analyst
Salt Lake City, UT ยท On-site
$23/hr
Transfer Settlement Analyst Location: Salt Lake City, UT (On-Site Required) Duration: 6 months Pay Rate: $23.00 The primary responsibility of the ACAT team is to provide effective transaction ...
Transfer Settlement Analyst
Salt Lake City, UT ยท On-site
$23/hr
Transfer Settlement Analyst Location: Salt Lake City, UT (On-Site Required) Duration: 6 months Pay Rate: $23.00 The primary responsibility of the ACAT team is to provide effective transaction ...
Materials Analyst - Contract
Warren, MA ยท On-site
$30/hr
Adecco is looking to bring on an experienced Proposal & Materials Transfer Analyst in Warren, MA. This position plays a critical role in managing, coordinating, and administering contractual ...
Quick apply
Materials Analyst - Contract
Warren, MA ยท On-site
$30/hr
Adecco is looking to bring on an experienced Proposal & Materials Transfer Analyst in Warren, MA. This position plays a critical role in managing, coordinating, and administering contractual ...
Analyst, Transfer Pricing
Boston, MA ยท On-site
$60K - $90K/yr
Kroll's Transfer Pricing practice applies microeconomic, financial and quantitative analysis to help multinational companies' price products, intangible property and financial instruments for tax ...
New
Analyst, Transfer Pricing
Boston, MA ยท On-site
$60K - $90K/yr
Kroll's Transfer Pricing practice applies microeconomic, financial and quantitative analysis to help multinational companies' price products, intangible property and financial instruments for tax ...
New
Analyst, Transfer Pricing
Boston, MA ยท On-site
$60K - $90K/yr
Kroll's Transfer Pricing practice applies microeconomic, financial and quantitative analysis to help multinational companies' price products, intangible property and financial instruments for tax ...
New
Analyst, Transfer Pricing
Boston, MA ยท On-site
$60K - $90K/yr
Kroll's Transfer Pricing practice applies microeconomic, financial and quantitative analysis to help multinational companies' price products, intangible property and financial instruments for tax ...
New
Transfer Evaluation Analyst
Chicago, IL ยท On-site
$52K - $55K/yr
Transfer Evaluation Analyst Registrar's Office/Academic Records & Services Job Overview * Reporting to the Assistant Registrar, the Transfer Evaluation Specialist supports the evaluation of transfer ...
Transfer Evaluation Analyst
Chicago, IL ยท On-site
$52K - $55K/yr
Transfer Evaluation Analyst Registrar's Office/Academic Records & Services Job Overview * Reporting to the Assistant Registrar, the Transfer Evaluation Specialist supports the evaluation of transfer ...
Transfer Evaluation Analyst
Chicago, IL ยท On-site
$52K - $55K/yr
Transfer Evaluation Analyst Registrar's Office/Academic Records & Services Job Overview * Reporting to the Assistant Registrar, the Transfer Evaluation Specialist supports the evaluation of transfer ...
Transfer Evaluation Analyst
Chicago, IL ยท On-site
$52K - $55K/yr
Transfer Evaluation Analyst Registrar's Office/Academic Records & Services Job Overview * Reporting to the Assistant Registrar, the Transfer Evaluation Specialist supports the evaluation of transfer ...
ETL Data Analyst
Cincinnati, OH ยท On-site
I have an opportunity for "ETL Data Analyst - Cincinnati, OH (Remote till COVID)" and I am looking for a candidate who can join Immediately if you are interested, reply to me with your updated resume ...
ETL Data Analyst
Cincinnati, OH ยท On-site
I have an opportunity for "ETL Data Analyst - Cincinnati, OH (Remote till COVID)" and I am looking for a candidate who can join Immediately if you are interested, reply to me with your updated resume ...
Tax Analyst, Transfer Pricing
Montvale, NJ ยท On-site
$75K - $90K/yr
The Tax Analyst, Transfer Pricing role supports the Company's global transfer pricing strategy, compliance, and documentation requirements. This role is responsible for monitoring intercompany ...
Quick apply
Tax Analyst, Transfer Pricing
Montvale, NJ ยท On-site
$75K - $90K/yr
The Tax Analyst, Transfer Pricing role supports the Company's global transfer pricing strategy, compliance, and documentation requirements. This role is responsible for monitoring intercompany ...
Tax Analyst, Transfer Pricing
Montvale, NJ ยท On-site
$75K - $90K/yr
The Tax Analyst, Transfer Pricing role supports the Company's global transfer pricing strategy, compliance, and documentation requirements. This role is responsible for monitoring intercompany ...
Tax Analyst, Transfer Pricing
Montvale, NJ ยท On-site
$75K - $90K/yr
The Tax Analyst, Transfer Pricing role supports the Company's global transfer pricing strategy, compliance, and documentation requirements. This role is responsible for monitoring intercompany ...
Tax Analyst, Transfer Pricing
Montvale, NJ ยท On-site
$75K - $90K/yr
The Tax Analyst, Transfer Pricing role supports the Company's global transfer pricing strategy, compliance, and documentation requirements. This role is responsible for monitoring intercompany ...
Tax Analyst, Transfer Pricing
Montvale, NJ ยท On-site
$75K - $90K/yr
The Tax Analyst, Transfer Pricing role supports the Company's global transfer pricing strategy, compliance, and documentation requirements. This role is responsible for monitoring intercompany ...
ETL Analyst/Engineer
Austin, TX ยท On-site
Title: ETL Analyst/Engineer Location: Austin, TX 78751(Onsite) Duration: 12+ Months Contract Must Have 8+ Years of Experience on below: * Experience developing mappings and workflows to autoSQLmate ...
Quick apply
ETL Analyst/Engineer
Austin, TX ยท On-site
Title: ETL Analyst/Engineer Location: Austin, TX 78751(Onsite) Duration: 12+ Months Contract Must Have 8+ Years of Experience on below: * Experience developing mappings and workflows to autoSQLmate ...
Datawarehouse/ETL Analyst
Tumwater, WA ยท On-site
We offer an excellent compensation package Position: ETL Analyst Location: Tumwater, WA ClienDirect Client Duration: 3+ Months Duties: * Participate in project team meetings and work closely with the ...
Datawarehouse/ETL Analyst
Tumwater, WA ยท On-site
We offer an excellent compensation package Position: ETL Analyst Location: Tumwater, WA ClienDirect Client Duration: 3+ Months Duties: * Participate in project team meetings and work closely with the ...
ETL Analyst/Engineer
Austin, TX ยท On-site
Title: ETL Analyst/Engineer Location: Austin, TX 78751 (Hybrid - On Site and Telework) Duration: 12+ Months Contract Must Have 8+ Years of Experience on below: * Experience developing mappings and ...
Quick apply
ETL Analyst/Engineer
Austin, TX ยท On-site
Title: ETL Analyst/Engineer Location: Austin, TX 78751 (Hybrid - On Site and Telework) Duration: 12+ Months Contract Must Have 8+ Years of Experience on below: * Experience developing mappings and ...
Tax Analyst, Transfer Pricing
Montvale, NJ ยท On-site
$75 - $90/hr
The Tax Analyst, Transfer Pricing role supports the Company's global transfer pricing strategy, compliance, and documentation requirements. This role is responsible for monitoring intercompany ...
Tax Analyst, Transfer Pricing
Montvale, NJ ยท On-site
$75 - $90/hr
The Tax Analyst, Transfer Pricing role supports the Company's global transfer pricing strategy, compliance, and documentation requirements. This role is responsible for monitoring intercompany ...
Servicing Transfer Manager
Dallas, TX ยท On-site
$110 - $170/hr
Oversee the analysis and validation of incoming servicing data to ensure completeness, accuracy, and readiness for loan boarding. * Ensure all required transfer documentation, data files, and ...
Servicing Transfer Manager
Dallas, TX ยท On-site
$110 - $170/hr
Oversee the analysis and validation of incoming servicing data to ensure completeness, accuracy, and readiness for loan boarding. * Ensure all required transfer documentation, data files, and ...
ETL Data Analyst
Chicago, IL ยท On-site
... L Department staff Professional approach to clients and other team members Strong analytical thinking and problem-solving skills Strong written and oral communication skills Takes initiative and ...
ETL Data Analyst
Chicago, IL ยท On-site
... L Department staff Professional approach to clients and other team members Strong analytical thinking and problem-solving skills Strong written and oral communication skills Takes initiative and ...
Senior Servicing Transfer BSA
Dallas, TX ยท On-site
Analyze large datasets to identify trends, anomalies, risks, and opportunities for process ... Participate in transfer-related meetings and conference calls with prior servicers, vendors, and ...
Senior Servicing Transfer BSA
Dallas, TX ยท On-site
Analyze large datasets to identify trends, anomalies, risks, and opportunities for process ... Participate in transfer-related meetings and conference calls with prior servicers, vendors, and ...
ETL Data Analyst
Charlotte, NC ยท On-site
... ETL specifications for mapping incoming data feeds including business rules to transform the data as per requirements Qualifications Data Analysis Experience Mandatory. Hands on experience with ...
ETL Data Analyst
Charlotte, NC ยท On-site
... ETL specifications for mapping incoming data feeds including business rules to transform the data as per requirements Qualifications Data Analysis Experience Mandatory. Hands on experience with ...
Senior Servicing Transfer BSA
Dallas, TX ยท On-site
Analyze large datasets to identify trends, anomalies, risks, and opportunities for process ... Participate in transfer-related meetings and conference calls with prior servicers, vendors, and ...
Senior Servicing Transfer BSA
Dallas, TX ยท On-site
Analyze large datasets to identify trends, anomalies, risks, and opportunities for process ... Participate in transfer-related meetings and conference calls with prior servicers, vendors, and ...
Transfer Analyst information
See salary details
$31K - $40K
11% of jobs
$40K - $49K
9% of jobs
$52.1K is the 25th percentile. Wages below this are outliers.
$49K - $58K
15% of jobs
$58K - $67K
15% of jobs
The median wage is $67.3K / yr.
$67K - $76K
18% of jobs
$82.5K is the 75th percentile. Wages above this are outliers.
$76K - $85K
11% of jobs
$85K - $94K
7% of jobs
$94K - $103K
5% of jobs
$103K - $112K
4% of jobs
$112K - $121K
2% of jobs
$121K - $130K
3% of jobs
$31K
$73.3K
$130K
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Job description
The primary responsibility of the ACAT team is to provide effective transaction processing and exceptional client service that both guards the firmโs capital and reputation and creates measurable value for the firm and its clients. The new ACAT Analyst will be required to handle multiple functions including reconciliation of automated account transfer receives, delivers, residuals, mutual funds, foreign and domestic settlements. The Analyst will be expected to manage relationships with PWM Sales teams, counterparties and vendors. They will need to meet required deadlines and comply with industry rules. The Analyst will be expected to escalate any issues and minimize firm exposure to financial, reputational, and regulatory risk. The Analystโs day-to-day responsibilities include facilitating transfer requests which moves assets into and out of the firm. They will perform account verification and asset review to ensure transfers are compliant with firm and industry policies. They will also be assigned projects that require data analysis to depict trends and streamline processes.
Job Duties:
- Analyst will initiate transfer requests from client signed ACAT instruction to bring assets into the firm. This will require attention to detail with the understanding of industry and system requirements.
- Perform reconciliation of incoming wires by reviewing the external instructions and notifying PWM Sales team to input matching instructions.
- Facilitate account transfer delivery through a completing series of steps to notify internal teams, receive proper approvals, and account termination.
- Project work that requires data analysis to identify opportunities to streamline workflows and reduce manual touchpoints
Position Description:
- Position-level reconciliation of all account requested form counter parties/clients
- Oversight of residual positions following ACAT transfers
- Pre-population of ACAT transfer forms
- Foreign and domestic settlements
- Find innovative ways to create efficiencies and increase controls
- Provide superior client service while mitigating risk
Qualifications:
- 1-2 years operations experience (familiarity with ACATS & settlement operations preferred, not required)
- Strong PC, MS Office and Web skills
- Bachelorโs degree preferred
Characteristics:
- Strong analytical skills
- Attention to detail
- Strong communications and interpersonal skills
- Strong team player skills
- Ability to work on multiple tasks, prioritize and thrive in a fast-paced deadline driven environment
- Self starter with strong sense of urgency and ability to make critical decisions under pressure
- Ability to solve problems in a timely and appropriate manner