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Overdraft Analyst Asset Management London

City of London, London

£40000.00 - £45000.00 per annum


One of my Asset Management clients is looking for a new Interest Claims & Overdraft Analyst to join their Asset Services team. The role holder will be responsible for checking all client overdrafts and interest claims on a daily basis and ensuring no transactions fail due to overdrafts.

  • Responsibilities

  • Manage all Overdraft and Interest Claim tasks on a daily basis

  • Investigate why transactions may have failed due to overdrafts

  • Ensure the correct costs are paid for clients overdrafts

  • Daily interaction with the claims team and custodians

  • Adhering to strict deadlines and delivering work to the highest standard

  • Manage tasks from beginning to end, investigating and resolving any problems and reporting any inconsistencies as appropriate

  • Review processes to identify potential improvements

  • Supports the team with the resolution of day to day operational issues and resolve anomalies

  • Skills Required

  • Technical investment knowledge/experience relevant to role

  • Understanding of different types of transactions

  • Worked in an overdraft / interest claim role

  • Experience of challenging working practises and adaptability to Change

  • Collaborative and personalised approach to service commitment, delivery and continuous improvement

  • Evidence of effective working relationships with stakeholders

  • A proven track record of being flexible, adaptable and able to multitask in a fast paced and changeable environment

Posted 21 days ago

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