Investor Services -Transfer Agency, Officer
Core
Oversight of the Transfer Agency client service team, management of client relationships, and acting as a point of escalation for technical issues.
Role type
Senior IC Transfer Agency Officer (People Management & Operations)
Builds
Efficient Transfer Agency operations for institutional investors
Domain
Financial Services / Asset Management / Fund Administration
Required skills
Fund Administration, People Management, Client Relationship Management, AML Regulations, Transfer Agency Policies, Hedge Fund Operations, Private Equity, Reconciliation, Risk Control
Preferred skills
ISS (AIS's Enterprise wide Investor Services System), Microsoft Excel
Responsibilities
Provide oversight of the Transfer Agency team, manage key priorities and team resources including recruitment, build and maintain client relationships, sign off on internal and client reporting, identify gaps in internal key controls, participate in department-wide training efforts
Seniority
Senior, hands-on IC