Senior Associate Level-1

Apex Group

Mumbai, India
Transfer agency processing experience
Strong analytical skills
Microsoft excel and word proficiency
The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments

Job Summary

  • The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments.
  • This role ensures Client Service Level Agreements are consistently met and regulatory requirements are effectively fulfilled while performing BAU activities in the TA department.
  • Apex Group offers a supportive environment that empowers employees to lead, innovate, and turn big ideas into industry-changing realities.

Matching Summary

The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments.

Skills & Requirements

Must-have

  • Transfer Agency processing experience
  • Strong analytical skills
  • Microsoft Excel and Word proficiency
  • Ability to work in 24x7 environments
  • Process control and SOP preparation
  • Client and investor document management

Nice-to-have

  • Innovative process enhancement ideas
  • Good team player and trainer
  • Strong communication and interpersonal skills
  • Ability to handle complex queries
  • Effective time management skills
  • Adaptability and resilience

Key Requirements

  • 5-10 years relevant experience
  • Bachelor’s Degree in Commerce desired
  • Prior Transfer Agency processing experience required
  • Ability to work under pressure and handle multiple projects
  • Understanding of regulatory and audit requirements

Work Rights

Not specified

Tailored Resume

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