Overdraft Analyst - Asset Management - London

Job Title: Overdraft Analyst - Asset Management - London
Contract Type: Permanent
Location: City of London, London
Salary: £40000.00 - £45000.00 per annum
Reference: BBBH21815_1561388186
Contact Name: Danielle Sherman
Contact Email:
Job Published: June 24, 2019 15:56

Job Description

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.


  • 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 client's 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 multi-task in a fast paced and changeable environment