Role Overview
We are seeking highly motivated professionals for the position of Manager / Associate Manager / Senior Associate Investor Services / Transfer Agency.
The ideal candidate will have a strong background in investor servicing, operations, or transfer agency functions within financial services.
This is a key role that requires attention to detail, strong client service orientation, and the ability to work in a fast-paced, deadline-driven environment.
Key Responsibilities
- Manage daily operations of investor services or transfer agency functions.
- Oversee transaction processing, investor reporting, reconciliations, and compliance with regulatory requirements.
- Liaise with internal teams and external stakeholders to ensure timely and accurate delivery of services.
- Monitor and improve processes for operational efficiency and service quality.
- Ensure adherence to internal controls and standard operating procedures.
- Support audit and regulatory review processes.
- Mentor and lead junior team members, depending on role level.
- Provide support for new client onboarding, transitions, and system migrations.
- Assist in project management and technology implementations related to investor servicing.
Required Qualifications
Bachelors or master's degree in Finance, Business, Accounting, or related field.2-8 years of experience in investor services, fund administration, or transfer agency.Strong knowledge of financial markets, fund structures, and regulatory requirements.Proficiency in MS Office; experience with investor services platforms is a plus.Excellent verbal and written communication skills.Ability to multitask and work under pressure in a deadline-driven environment.Strong analytical and problem-solving skills.Experience in leading teams or projects (for Manager / Associate Manager roles).Preferred Qualifications
Experience working with global financial institutions or hedge fund clients.Understanding of FATCA, CRS, AML / KYC guidelines.Familiarity with tools like Investran, Advent Geneva, or similar platforms(ref : iimjobs.com)