Are you looking for your next management role? Do you have experience in the transfer agency environment? We are seeking a Transfer Agency Manager on behalf of a global company to manage the performance and development of their transfer agency team while providing excellent customer service and adhering to full compliance with regulatory and fund requirements. If you think you’ve got what it takes, we want to hear from you!
What’s expected of you?
Manage all aspects of operations, including subscriptions, redemptions, transfers, and switches
Ensure that the Transfer Agency procedures and policies are kept in line with regulations, both locally and globally
Regularly review procedures across Fund Services
Ensure group policies are adhered to
Identify and implement process improvements across the department
Manage oversight outsourcing for funds contracted from other jurisdictions
Monitor and develop KRI metrics for the department
Monitor operational risk across the business
Optimise the existing operational risk framework
Provide periodic feedback and reports to senior management
Keep up-to-date with all regulatory and internal risk updates that impact the business
Ensure that operations teams have the necessary knowledge to deal with the relevant updates
Deliver all regulatory reporting (onshore and offshore) within the required timeframes
Review and discuss fund governing documents with staff and clients
Respond to investors and audit related enquiries
Manage local and international client relationships
Contribute to building teams and training
What are you expected to bring?
Have at least 2 years’ experience in a supervisory/management role
A minimum of 5 years’ work experience in a Transfer Agency environment with exposure to multiple fund structures
Capable of working under pressure and meeting strict deadlines
A strong command of spoken and written communication skills
Excellent customer service skills
Proficiency in Excel, Word, and Access
Experience with PFS - Paxus will be considered an asset
What’s in it for you?
Training and development opportunities with an expanding global business
Exposure to all aspects of the business
Become part of a highly-motivated team