Work Environment
Trading Analyst - Transfer Agencys typically work in the following Career Sectors:
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The Work
- Deal with clients and investors on a daily basis placing trades
- Managing & supporting client queries
- Mentoring junior traders
- Managing deadlines, prioritising tasks to deliver quality service to clients
- Working with new people on projects
Most commonly reported Work Tasks
- Advise clients on aspects of capitalisation, such as amounts, sources, or timing.
- Analyse financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Assess companies as investments for clients by examining company facilities.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Collaborate with investment bankers to attract new corporate clients.
- Conduct financial analyses related to investments in green construction or green retrofitting projects.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Create client presentations of plan details.
- Determine the prices at which securities should be syndicated and offered to the public.
- Develop and maintain client relationships.
Qualities - Trading Analyst - Transfer Agency
- Seeing challenges as learning opportunities
- Authenticity, honesty, and transparency when communicating with colleagues and clients
- A striving for perfection & accuracy
- Determination and an ability to get on well with others
- Working as g part of a team
- A good attitude, and a willingness to work hard
- Communication Skills
- A Willingness to learn
Interests - Trading Analyst - Transfer Agency
This occupation is typically suited for people with the following Career Interests:
Investigative
The Investigative person will usually find a particular area of science to be of interest. They are inclined toward intellectual and analytical activities and enjoy observation and theory. They may prefer thought to action, and enjoy the challenge of solving problems with sophiscticated technology. These types prefer mentally stimulating environments and often pay close attention to developments in their chosen field.
Enterprising
Enterprising people like situations that involve using resources for personal or corporate economic gain. Such people may have an opportunistic frame of mind, and are drawn to commerce, trade and making deals. Some pursue sales and marketing occupations. Many will eventually end up owning their own business, or in management roles in larger organisations. They tend to be very goal-oriented and work best when focused on a target. Some have an entrepreneurial inclination.
Administrative
Administrative people are interested in work that offers security and a sense of being part of a larger process. They may be at their most productive under supervisors who give clear guidelines and while performing routine tasks in a methodical and reliable way.
They tend to enjoy clerical and most forms of office work, where they perform essential administrative duties. They often form the backbone of large and small organisations alike. They may enjoy being in charge of office filing systems, and using computers and other office equipment to keep things running smoothly. They usually like routine work hours and prefer comfortable indoor workplaces.
Entry - Trading Analyst - Transfer Agency
The Transfer Analyst agent role requires significant knowledge and experience. Many Investment analysts' start their careers as customer service staff and then progress.
The most relevant degree subjects include business, management and marketing. Likewise, an engineering mindset. Although a degree may sometimes be required, experience and track record are often as important to an employer.
Training & Development Pathways
Training can also help you progress and there are both undergraduate and postgraduate courses in business and management which can support you in your career.
FET Centre Traineeship: Business Admin, Customer service, Management around Ireland at NFQ Level 5-6 Search FET Courses
FET PLC Courses: Business Management, Sales, Marketing, Commerce, and Accounting around Ireland at NFQ Levels 5-6 Search FET PLC Courses
Apprenticeship: Accounting, Finance, Sales Apprenticeships NFQ levels 6-8 Search Apprenticeships
Higher Education CAO Entry: Business, Commerce, Economics, Maths & Statistics, Accounts & Finance NFQ Levels 6-8 Search CAO courses
Postgraduate Study Options Sales, Business, Accounts, Management, Financial advice NFQ level 9
Professional Organisations Training or networking events:
International Financial Services Skillnet Network
Irish Banking & Payments federation
The 30% club: Growth Through Diversity
Qualified financial Advisers
On-the-job training continuous professional development is complemented by study for the Chartered Financial Analyst (CFA) qualification. Three levels of examination measure a candidate's ability to apply the fundamental knowledge of investment principles at a professional level.
Last Updated: April, 2023
Pay & Salary - Trading Analyst - Transfer Agency
Salary Range (thousands per year)* 45k - 75k
Salaries vary by employer, location, duties, role, and experience.
Data Source(s):
Morgan McKinley/ CPL/Sigmar/ Lincoln/ Excel/ Sigmar/ Clark/
Last Updated: July, 2024
* The lower figures typically reflect starting salaries. Higher salaries are awarded to those with greater experience and responsibility. Positions in Dublin sometimes command higher salaries.
View Salary information from Indeed.ie
Note: data not aways available
Labour Market Updates - Trading Analyst - Transfer Agency
This information has been derived from the Solas National Skills Bulletin (2023).
Financial administration roles accounted for the largest occupation in this group. Employment declined marginally between 2021 and 2022, although the annual average employment growth rate over the five-year period was slightly above the national average. Despite the fall in employment, there was a high volume of recent job hires indicating that job churn is a feature of this occupation. Almost three quarters of those employed in these roles were female, and 62% held third-level qualifications.
Approximately two-fifths of persons employed were in the financial sector, with the remainder spread across most other sectors. The number of online job adverts grew strongly (nearly 12%) in 2022 driven entirely by increases for book-keepers/payroll managers etc. Difficult-to-fill vacancies (noted in the Recruitment Agency Survey and the Skills for Growth data) related to accounts administration (payable/receivable) staff, fund accountants, and credit controllers (some with languages) and payroll administration; skills in particular demand included digital skills and knowledge of accounting systems. For such a large occupation, and with a high level of job churn, demand for these roles is likely to continue in the short to medium term.
Useful Contacts - Trading Analyst - Transfer Agency
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FSU Financial Services Union (former IBOA)
- Stephen Street Upper, Dublin 8, D08 DR9P
- (0)1 4755908
- [email protected]
- Click Here
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Northern Trust
- Georges Court, 54 - 62 Townsend St, Dublin Docklands, Dublin 2, D02 R156
- (01) 542 2000
- Click Here
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Banking and Payments Federation Ireland
- Nassau House, Nassau St. Dublin 2
- (01) 671 5311
- [email protected]
- Click Here