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Senior Associate Level-1

5-10 Years
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Job Description

Job Description:

  • Process financial and non-financial transactions in internal systems in accordance with regulatory and client requirements
  • Ensure timely and accurate archiving of investor and client documents with a complete audit trail
  • Handle ad-hoc initiatives and operational requirements as per business needs
  • Troubleshoot process gaps and provide solutions proactively
  • Guide, support, and train junior team members
  • Resolve complex investor and client queries with strong domain knowledge
  • Understand the end-to-end TA (Transfer Agency) business and its cross-functional impacts
  • Prepare and review SOPs and process flow documentation
  • Identify and implement effective process controls
  • Suggest and drive process enhancement initiatives
  • Ensure compliance with regulatory and audit requirements
  • Prioritize tasks using effective time management
  • Operate effectively in a 24x7 shift environment

Qualification and Experience:

  • Bachelor's degree in Commerce preferred
  • 510 years of relevant experience in Transfer Agency processing
  • Mandatory experience in Transfer Agency operations

More Info

Job Type:
Employment Type:
Open to candidates from:
Indian

About Company

We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change.

Job ID: 119225991

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