Specialist - Transfer Agency Integration

Apex Group Ltd

Bangalore, India
On-site
Hedge fund administration experience
Investor service, aml & kyc
Fatca/crs tax form validation
The successful candidate will join the Open-Ended Transfer Agency Integration team and work closely with Global Client Service Managers and the Client Onboarding Team

Job Summary

  • The successful candidate will join the Open-Ended Transfer Agency Integration team and work closely with Global Client Service Managers and the Client Onboarding Team.
  • The role involves investor setup of new business launches/conversions, quality reviews for all entity types, and extensive work with global teams to fulfill KYC requirements.
  • This is a unique opportunity to be part of a niche team with exposure to all aspects of the fund administration business and direct access to global stakeholders.

Matching Summary

The successful candidate will join the Open-Ended Transfer Agency Integration team and work closely with Global Client Service Managers and the Client Onboarding Team.

Skills & Requirements

Must-have

  • Hedge Fund administration experience
  • Investor Service, AML & KYC
  • FATCA/CRS tax form validation
  • Transfer Agency business knowledge
  • Onboarding/migration experience

Nice-to-have

  • Positive disrupter mindset
  • Ability to work additional hours

Key Requirements

  • 10+ years of relevant experience
  • Bachelor's degree (B.com/MBA - Finance preferred)
  • Proficiency in advanced Excel functions

Work Rights

Not specified

Tailored Resume

Cover Letter