Transfer Agency

Introductory market language

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers

Job Summary 

As a Fund Servicing Manager within the Transfer Agency team, you will be responsible for the operational management and control of the daily workflow.

Job Responsibilities:

• Manage the workflow through the life cycle of any of the Transfer Agency sub functions
• Operate management and control of the daily workflow within the Transfer Agency team
• Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning
• Ensure all daily controls and processing are completed and signed off including client service inquiry resolution, as well as all key metrics are produced as required
• Provide direction and leadership to the team
• Continued review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities
• Contribute to the strategic development of Transfer Agency products

Required qualifications, capabilities and skills 

• Operational subject matter expertise in Transfer Agency, Reconciliation, Settlements, Trade Support, Asset Servicing, Risk and Control, and Custody
• Strong people management skills, ability to lead and motivate managers
• Strong ability to learn ongoing stream of new markets, products, and processes
• Strong risk and control awareness, ability to effectively priorities workloads and work to critical deadlines
• Confident communicator in all mediums to both internal and external clients
• Strategic thinker, able to review and implement process improvements
• Bachelor’s degree or equivalent
• Proficient in Microsoft Office products including Word, Excel, Access, and Outlook