Senior Transfer Agency Associate
Core
Managing the end-to-end onboarding of new clients (private equity funds, pension funds, family offices) into the Shareholder Services team, handling system setup, compliance checks, and relationship management.
Role type
Senior Transfer Agency Associate (Investor Services)
Builds
Client onboarding workflows and compliance documentation for private equity funds
Domain
Alternative Investment Management / Private Equity
Required skills
Client onboarding, FATCA/CRS documentation review, AML/KYC compliance, stakeholder relationship management, process prioritization, policy adherence, issue resolution, Microsoft Office
Preferred skills
AML experience, Transfer Agency/Investor Services industry experience, assessing complex service issues
Technologies
Microsoft Office
Responsibilities
Act as primary contact for investors to build relationships; Assist with client onboarding and perform quality checks; Review FATCA/CRS documentation; Ensure adherence to policies and procedures; Coordinate with internal business partners across multiple international offices; Manage and resolve service issues end-to-end.
Seniority
Senior, hands-on IC