Transfer Agency - Dealing - Senior Associate Level 1
Apex Group
Pune, India
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Processing financial & non-financial transactions
Client and investor document management
Regulatory requirements
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Apex Group is seeking a Senior Associate Level 1 for their Transfer Agency Department in Pune, India, focusing on providing fund administration services. The role involves processing financial and non-financial transactions, ensuring compliance with regulatory requirements, and supporting the team in a 24/7 environment.
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Job Summary
The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions.
This role is to perform BAU activities in the TA department to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met.
Apex Group will work to supercharge your unique skills and experience, offering the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
Matching Summary
Match Score: 75
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Apex Group is seeking a Senior Associate Level 1 for their Transfer Agency Department in Pune, India, focusing on providing fund administration services. The role involves processing financial and non-financial transactions, ensuring compliance with regulatory requirements, and supporting the team in a 24/7 environment.
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Skills & Requirements
Must-have
processing financial & non-financial transactions
client and investor document management
regulatory requirements
work independently and as a team player
understand and handle complex queries
strong domain knowledge in TA business
Nice-to-have
positive disrupter
innovative ideas for process enhancements
supercharge your unique skills
Key Requirements
flexibility to work in 24*7 environments
ability to support, guide & train other team members
ability to understand & handle complex queries
strong domain knowledge is essential & understanding of TA business
well versed with preparation and review of SOPs/Process flow charts
ability to identify & implement various process control
good understanding of regulatory and audit requirements
ability to prioritize multiple tasks by utilizing effective time management skills