Delivery Lead - Transfer Agency Integration

The Apex Group

Bangalore, India
10+ years hedge fund administration experience
Aml kyc fatca crs compliance knowledge
Investor onboarding and migration expertise
The successful candidate will join the Open-Ended Transfer Agency Integration team to manage the set-up and integration of administration for Open-Ended Funds

Job Summary

  • The successful candidate will join the Open-Ended Transfer Agency Integration team to manage the set-up and integration of administration for Open-Ended Funds.
  • Candidates must possess over 10 years of relevant experience in Hedge Fund Investor Service, AML, KYC, and FATCA/CRS conversion or migration.
  • The role offers exposure to all aspects of the fund admin business, cross-jurisdictional work, and direct access to global stakeholders.

Matching Summary

The successful candidate will join the Open-Ended Transfer Agency Integration team to manage the set-up and integration of administration for Open-Ended Funds.

Skills & Requirements

Must-have

  • 10+ years hedge fund administration experience
  • AML KYC FATCA CRS compliance knowledge
  • Investor onboarding and migration expertise
  • Fund legal document review skills
  • Global stakeholder communication abilities

Nice-to-have

  • Experience with Paxus Geneva Investone Nexus platforms
  • Knowledge of Cayman Delaware Australia Ireland regulations
  • Proficiency in advanced Excel functions
  • Project management for automation initiatives
  • Ability to work additional hours as needed

Key Requirements

  • Bachelor's degree in B.Com/MBA Finance
  • 10+ years in Hedge Fund administration
  • Working knowledge of screening tools like World Check
  • Understanding of end-to-end hedge fund investor life cycle

Work Rights

Not specified

Tailored Resume

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