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Interim Analyst - Transfer Agency Operations

Job Introduction

This interim role sits within the Transfer Agency Operations  Team. You will be responsible for overseeing the performance of outsourced services and the direct performance of certain processes retained within Jupiter, while ensuring that robust controls are maintained supporting Jupiter in meeting its risk and regulatory obligations whilst achieving its commercial objectives.

Role Responsibility


  • Oversee the Transfer Agency operations performed by outsource partners in relation to Jupiter’s mutual fund range .  This may include:
    • first line monitoring conducted in accordance with the Operational Oversight Serivce Levels to ensure that services are provided to agreed standards and in conformance with regulations;
    • site visits to assess the suitability of each supplier’s process, controls and training;
    • Perform  completion and oversight of the calculation, validation and payment of  renewal commission and rebates;
  • Perform certain in-house operational Transfer Agency functions. This may include:
    • Taishin processing;
    • Completion and co-ordination of distributions, statements, scheduled and ad-hoc mailings to clients or agents;
    • maintaining procedures relevant to the processes undertaken in the team;
    • co-ordinating the resolution of errors, identifying root causes and assessing where process or control improvements can be made; and
    • compiling data and draft commentaries required to complete board and management reporting
    • perform gone away tracing where required, working alongside the TA Regulatory Manager


The Ideal Candidate

  • Proven experience developing and managing relationships with internal contacts and external suppliers and clients.
  • Proven experience working to tight and moving deadlines within a pressurised environment.
  • Strong analytical skills.
  • Working as part of a team to meet common objectives.
  • Good working knowledge of Unit Trust, OEICS & ISA administration.
  • Good working knowledge of FAST and AWD.
  • Good working knowledge of both Unit Trust and OEIC processes and regulatory environment.
  • Ability to identify process and service improvements.
  • Ability to investigate issues and proactively problem solve.
  • Strong written and verbal communication skills.
  • A flexible and team orientated approach to work.
  • Intermediate Word and Excel.
  • Ability to manage expectations of others.

Package Description

We reward our employees with a comprehensive employee benefits package that includes physical health and financial wellbeing initiatives and family friendly policies, as well as Company support to make a difference to the charities that are important to them. We also offer a structured learning and development programme and sponsorship towards relevant qualifications. Our employee resource groups (including LGBT+ and Women in Technology), Sports and Social, Arts and Charity Committees also provide further support to our employees.

About the Company

Jupiter is one of the UK’s leading investment management companies with just over 500 employees and £60.5 billion worth of assets under management (as at 31st December 2021). 

Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in EMEA, APAC and the US. 

The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground’s Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings. 

We offer our UK employees a 2-1-2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home.  This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance. 

Jupiter Asset Management


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