Specialist - Transfer Agency Integration

Apexgroup Inc

Bangalore, India
Transfer agency business domain knowledge
Investor setup and conversion
Aml/kyc and fatca/crs operations
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

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.
  • 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.
  • Apex provides a global platform to allow you to thrive, offering market competitive remuneration and benefits.

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.

Skills & Requirements

Must-have

  • Transfer Agency business domain knowledge
  • Investor setup and conversion
  • AML/KYC and FATCA/CRS operations
  • Global stakeholder coordination
  • Quality review for entity types

Nice-to-have

  • Positive disrupter mindset
  • Ability to think critically
  • Work additional hours as needed
  • Self-dependent individual contributor

Key Requirements

  • 10+ years relevant experience
  • Hedge Fund administration experience
  • B.com/MBA – Finance or any bachelor’s degree
  • Proficiency in advanced Excel functions

Work Rights

Not specified

Tailored Resume

Cover Letter