Senior Analyst - Transfer Agency Integration

Apex Group

Bangalore, India
4+ years hedge fund administration experience
Aml kyc and fatca crs reporting knowledge
Investor onboarding and migration expertise
The role involves collaborating with Global Client Service Managers to set up and integrate Open-Ended Funds

Job Summary

  • The role involves collaborating with Global Client Service Managers to set up and integrate Open-Ended Funds.
  • Candidates must possess deep domain knowledge in Transfer Agency business including end-to-end hedge fund investor life cycles.
  • The position offers exposure to cross-jurisdictional services and direct access to global stakeholders within a niche team.

Matching Summary

The role involves collaborating with Global Client Service Managers to set up and integrate Open-Ended Funds.

Skills & Requirements

Must-have

  • 4+ years hedge fund administration experience
  • AML KYC and FATCA CRS reporting knowledge
  • Investor onboarding and migration expertise
  • Review of US tax forms W9 W8-BEN W8-IMY
  • Screening tools World Check Pythagoras Lexus-Nexus

Nice-to-have

  • Experience with Paxus Geneva Investone Nexus platforms
  • Knowledge of Cayman Delaware Australia Ireland Bermuda regulations
  • Project management skills for automation initiatives
  • Strong analytical and critical thinking abilities
  • Proficiency in advanced Excel functions

Key Requirements

  • Bachelor's degree in commerce desired
  • Minimum 4 years relevant experience in Hedge Fund administration
  • Working knowledge of specific AML guidance for multiple jurisdictions

Work Rights

Not specified

Tailored Resume

Cover Letter