Alternative Ops Transfer Agency, Senior Associate
Core
Oversight of the Transfer Agency client service team, management of client relationships, and escalation point for technical issues.
Role type
Senior Associate (Team Lead)
Builds
Client reporting, fund activity records, and team efficiency
Domain
Financial Services / Transfer Agency
Required skills
Fund Administration, People Management, Client Relationship Management, AML Regulations, Internal Controls, Reconciliation, Team Planning, Recruitment, Training Delivery
Preferred skills
Hedge Fund Transfer Agency, Private Equity Funds, ISS System, Microsoft Excel
Responsibilities
Provide oversight of the Transfer Agency team and manage key priorities daily. Manage team resources including recruitment and HR policies. Build and maintain client relationships and act as point of contact for escalations. Sign off on internal and client reporting and own daily cash and trade reconciliations. Identify gaps in internal key controls and promote risk awareness. Participate in department-wide training efforts.
Seniority
Senior, hands-on IC with management responsibilities