> Markdown version of [/jobs/ext/284869-transfer-agency-processing-analyst](https://www.wearedevelopers.com/jobs/ext/284869-transfer-agency-processing-analyst). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md).

---

# Transfer Agency Processing Analyst

- **Company:** CITCO
- **Location:** Overland Park, KS, United States
- **Contract:** Permanent contract
- **Skills:** Microsoft Excel, Databases, Microsoft Office, Microsoft PowerPoint
- **Published:** May 16, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=c9a6fb86796ffa55

## About the Role

Do you have experience in Technical Proficiency?, Do you have a Bachelor's degree?, * You are Bachelor's or College Degree holder, preferable in Business Administration, Commerce, Economics, Finance/Accountancy/Banking or equivalent.

 * You have 1 to 4 years experienced Employees specializing in Finance - Corporate Finance/Investment/Merchant Banking or equivalent. Fresh graduates may also apply
 * You are knowledgeable of hedge or mutual funds an asset
 * Excellent data and alphanumeric entry skills with high degree of accuracy
 * You have the skills data and alphanumeric entry with high degree of accuracy
 * 1+ years experience in Investor Relations/Transfer Agency environment
 * Excellent MS Office Suite skills with particular focus on Excel and PowerPoint
 * A self starter displaying demonstrated initiative with regards to system or workflow enhancements
 * Excellent attention to detail
 * Established aptitude for problem solving
 * Technical Knowledge and Commercial Acumen
 * Quality and Risk Control
 * Client Service
 * TeamworkDrive for Results.
*

## Description

* Primarily responsible for operational support of monthly trade processing
 * Responsible in entry of all trade activity within the global business unit, meeting established timelines
 * Ensure high accuracy standards are maintained for the entry of trade activity
 * Distributing correspondence to investors including confirmations, settlement advices, contract notes, statements and market value statements
 * Assist with other related duties as required
 * Maintain solid working knowledge of multiple systems for the processing of trades
 * Follow fund specific instructions/variables
 * Thorough review of all aspects of individual trades including proper recording of the trade, investor/fund set up, complete documentation and proper routing via internal workflows
 * Partner with Investor Relations Managers globally to provide feedback on discrepancies and common trends
 * Assist in recommending and implementing changes to workflows/policies as needed
 * Maintenance of multiple databases
 * Weekly and monthly reporting
 * Ad hoc projects as required


## Related Videos

- [In-depth .NET Azure Functions: Isolated mode, performance and durable AI agents](https://www.wearedevelopers.com/videos/100207-in-depth-net-azure-functions-isolated-mode-performance-and-durable-ai-agents)
- [Kubernetes and Microservices with Multi-Model Databases](https://www.wearedevelopers.com/videos/382-kubernetes-and-microservices-with-multi-model-databases)
- [Building Talent Acquisitions Teams](https://www.wearedevelopers.com/videos/1496-building-talent-acquisitions-teams)
- [From Syntax to Singularity: AI’s Impact on Developer Roles](https://www.wearedevelopers.com/videos/900-from-syntax-to-singularity-ai-s-impact-on-developer-roles)
- [Fault Tolerance and Consistency at Scale: Harnessing the Power of Distributed SQL Databases](https://www.wearedevelopers.com/videos/1146-fault-tolerance-and-consistency-at-scale-harnessing-the-power-of-distributed-sql-databases)
- [Recruitment Reinvented: Bold strategies and the $10K signing incentive](https://www.wearedevelopers.com/videos/1068-recruitment-reinvented-bold-strategies-and-the-10k-signing-incentive)

## Related Articles

- [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk)
- [System change: restart as developer?](https://www.wearedevelopers.com/magazine/39-system-change-restart-as-developer)
- [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023)
- [How to Respond to the “Why Do You Deserve a Promotion?” Question](https://www.wearedevelopers.com/magazine/416-how-to-respond-to-the-why-do-you-deserve-a-promotion-question)
- [Starter Kit For Job Applications For Developers](https://www.wearedevelopers.com/magazine/7-starter-kit-for-job-applications-for-developers)
- [Data Analyst Salary in Switzerland](https://www.wearedevelopers.com/magazine/276-data-analyst-salary-in-switzerland)