Transaction Analyst

Company Secretarial Services

• Supports the Company Secretarial Managers in performing the company secretarial role for the client entities, ensuring all on-going statutory, legal and transactional obligations are met, maintaining good corporate governance throughout.
• Maintains statutory filings, file forms with Companies House, incorporate new companies and draft constitutional documents.
• Organises, convenes (including the preparation of board packs) and attends client board, investor and committee meetings.
• Supports the Company Secretarial Manager with drafting live minutes and action point lists from board, investor and committee meetings and circulates to clients in a timely manner.
• Ensures good legal standing of all client entities under management during the whole “lifecycle” of companies.

Transaction Management

• Supports a team of Company Secretarial Managers with the management a portfolio of companies involved in various transactions including operational companies, structured finance, private credit, restructuring and real estate financing.
• Communicates and coordinates with clients as well as all internal and external parties on the transactions in the allocated portfolio.
• Promotes a client service-oriented culture by providing timely responses to client requests, personal attention, complaint follow up and monitors the professionalism in communication with clients, colleagues and intermediaries.
• Drafts CSC services agreements, fee letters and ancillary documents.
• Completes bank account opening forms and providing KYC information.
• Supports the managers in the proper handling of transactions, including but not limited to incorporation, on-boarding, regulatory license applications and document execution in line with processes and procedures.
• Ensures the accurate and timely completion of internal processes and procedures for all transactions in the allocated portfolio.
• Updates the internal database with information on the entities and transactions you are managing.

Business Development

• Attends legal training sessions relevant to our industry.
• Provides high quality service to our clients by answering phone calls and email in a swift and professional manner.
• Ensures the quality of client files is in high standing with regard to completeness and accuracy, and in accordance with the filing processes and procedures

Compliance

• Adheres to the CSC client acceptance process and procedures and executes periodic review of client files to ensure ongoing compliance.
• Actively monitors transactions under management
• Ensures all client entities comply with regulations that are relevant to them including, but not limited to, Market Abuse Regulations

Client Invoicing

• Submits time recording on a timely basis to ensure appropriate chargeability and a proper invoicing of chargeable work; and
• Submits fixed fees and expenses in a correct and timely manner

Administration

• Supports the team with opening and filing post, arranging couriers and filings.

Your profile:

• Part qualified/Grad ICSA or willing to study to be a chartered secretary
• Bachelor’s degree with a minimum 2:1 grade in a Legal, Finance or Business degree or similar.
• Minimum six months to one year experience (which can include work placement) within legal/financial sector or similar office environment required.
• Excellent attention to detail essential.
• Excellent written and oral communication skills.
• IT Literate with an emphasis on Word and Outlook.
• Ability to cope with a busy workload.
• Ability to agree and meet deadlines.
• Able to use good judgment to make sound decisions.
• Good planning, co-ordination and organizational skills.
• Ability to work effectively as part of a team while also comfortable working on own initiative.
• Energetic, enthusiastic and enjoys working in a strong team environment.
• Interest in company secretarial and compliance matters.

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.

CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers. 

We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,

CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.

We encourage candidates to apply directly to our website and not through third-party sources.

Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.