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CASS and Cash Functions Lead

Banking Operations
Circa £70,000
United Kingdom
11-05-2022 06:53 PM
Role: CASS and Cash Functions Lead
Positions: Permanent 
Salary: Circa £70,000 

Overview of the role:
  • Be part of a cross-functional team that includes writers, developers, product managers, designers, support, and client success teams across the globe.
  • Short to medium term - help design and build a market leading Transfer agency platform for both the UK and the off-shore market.
  • Lead the design and build of the new off-shore product, cash and treasury functions, as well as evolving the UK product.
  • Ensuring CASS compliance from a processes, governance and procedural basis.
  • Be the product lead on settlements, ledgers, reconciliations and CASS when talking to clients, potential clients and audit teams.
  • Educate other members of the team.
  • Work collaboratively with internal teams to solve problems.
  • Work with clients and potential clients with the aim to build a cutting edge, market leading platform.
Key skills required:
  • Has extensive knowledge and experience of CASS and Treasury functions within a Transfer agency environment.
  • Has a detailed understanding of general ledgers and reconciliations.
  • Is client focused and wants to provide the very best client experience.
  • Works well within a team and can also under their own supervision.
  • Is able to explain both internally and to clients on build, processes, functionality and controls.
  • Wants to test and push the boundaries of transfer agency and digitalise processes and controls.
  • Is a proven leader with the ability to manage a team.
  • Enjoys problem solving and process mapping.
  • Previously worked in either the transfer agency or asset management space.
  • Have detailed knowledge of end-to-end processes and controls.

Josh Angus

Managing Director

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