Associate Consultant, Transfer Agency (Dealing Team)
Core
Provide experienced technical and operational support for day-to-day dealing activities, issue resolution, and workflow coordination within a Transfer Agency Dealing Team.
Role type
Associate Consultant (Transfer Agency Dealing)
Builds
Shareholder servicing functions including dealing, registration, finance, and investor services for Fund Management companies.
Domain
Financial Services / Fund Administration
Required skills
Transfer Agency operations, end-to-end dealing process, operational risk and controls, analytical problem-solving, client deliverable ownership, regulatory compliance
Preferred skills
Fund administration knowledge, coaching less experienced staff, process improvement initiatives, Microsoft Excel
Technologies
Microsoft Word, Microsoft Excel, dealing platforms
Responsibilities
Take ownership of assigned clients and support day-to-day TA Dealing activities; Investigate and resolve complex processing queries and exceptions; Monitor workflow queues and operational priorities; Prepare and review accurate client and operational reporting; Support process reviews and continuous-improvement initiatives; Respond to client and investor queries accurately.
Seniority
Mid-level, hands-on IC