Senior Analyst - Transfer Agency

Apex Group

Bangalore, India
Transfer agency processing experience
Aml quality reviews and documentation
Working knowledge of fatca/crs reporting
The Apex Group is one of the world’s largest fund administration and middle office solutions providers with over 13,000 employees across 112 offices worldwide

Job Summary

  • The Apex Group is one of the world’s largest fund administration and middle office solutions providers with over 13,000 employees across 112 offices worldwide.
  • The Transfer Agency Department provides comprehensive shareholder servicing functions including transaction processing, reporting, AML, registration, and payments.
  • This role offers exposure to cross-jurisdictional business and direct interaction with senior management in a high performing global organization.

Matching Summary

The Apex Group is one of the world’s largest fund administration and middle office solutions providers with over 13,000 employees across 112 offices worldwide.

Skills & Requirements

Must-have

  • Transfer Agency processing experience
  • AML quality reviews and documentation
  • Working knowledge of FATCA/CRS reporting
  • Proficient in Microsoft Excel and Word
  • Ability to work in 24/7 shift environment
  • Strong analytical and communication skills

Nice-to-have

  • Presentation skills
  • Coaching and feedback abilities
  • Experience with screening tools like World Check
  • Positive attitude and team spirit
  • Cross-jurisdictional service knowledge
  • Innovative and solution-oriented thinking

Key Requirements

  • 1-10 years relevant experience
  • Bachelor’s degree in commerce desired
  • Prior Transfer Agency processing experience required
  • Flexible to work any shift as per business needs

Work Rights

Not specified

Tailored Resume

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