Senior Analyst,Transfer Agency (Registration)
Core
Process shareholder registration and investor onboarding for fund management clients while ensuring regulatory compliance and documentation accuracy.
Role type
Senior Analyst, Transfer Agency Registration
Builds
Third-party fund administration services for fund management companies
Domain
Financial Services / Asset Servicing / Fund Administration
Required skills
Fund administration and registration knowledge, Regulatory compliance (KYC/AML), Microsoft Excel/Word/Outlook, Attention to detail, Analytical and problem-solving skills, Risk management
Preferred skills
Financial services experience, Knowledge of Transfer Agency operations, Customer service experience
Responsibilities
Day-to-day processing of registration tasks, Quality checks and assurance, Oversight of India partners, Managing client and investor documentation, Resolving complex queries, Ensuring segregation of duties controls
Seniority
Senior, hands-on IC