Specialist - Transfer Agency Integration

Apex Group

Bangalore, India
On-site
Open-ended funds administration
Investor onboarding and migration
Aml & kyc compliance
The successful candidate will join the Open-Ended Transfer Agency Integration team as an Assistant Vice President and will be closely working with Global Client Service Managers and Client Onboarding Team in connection with the performance of duties related to the set-up and integration of administration of Open-Ended Funds

Job Summary

  • The successful candidate will join the Open-Ended Transfer Agency Integration team as an Assistant Vice President and will be closely working with Global Client Service Managers and Client Onboarding Team in connection with the performance of duties related to the set-up and integration of administration of Open-Ended Funds.
  • Candidate should have around 10+ years of relevant experience in the Administration of Hedge Funds Investor Service, AML & KYC, FATCA/CRS and conversion/migration experience of onboarding/transferring investors from different administrators.
  • Apex provides a global platform to allow you to thrive, offering a unique opportunity to be part of a niche team with exposure to all aspects of the fund admin business, cross-jurisdiction and direct access to global stakeholders.

Matching Summary

The successful candidate will join the Open-Ended Transfer Agency Integration team as an Assistant Vice President and will be closely working with Global Client Service Managers and Client Onboarding Team in connection with the performance of duties related to the set-up and integration of administration of Open-Ended Funds.

Skills & Requirements

Must-have

  • Open-Ended Funds Administration
  • Investor Onboarding and Migration
  • AML & KYC Compliance
  • FATCA/CRS Tax Form Validation
  • Hedge Fund Investor Services

Nice-to-have

  • Global Stakeholder Collaboration
  • Process Improvement Initiatives
  • Adaptability to Regulatory Changes

Key Requirements

  • 10+ years of relevant experience
  • Experience with onboarding process
  • Proficiency in advanced Excel functions
  • B.com/MBA – Finance or any bachelor’s degree

Work Rights

Not specified

Tailored Resume

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