Delivery Lead - Transfer Agency Integration

Apexgroup Inc

Bangalore, India
Open-ended ta integration
Hedge fund investor service
Aml & kyc
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 in connection with the performance of duties related to the set-up and integration of administration of Open-Ended Funds

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 in connection with the performance of duties related to the set-up and integration of administration of Open-Ended Funds.
  • Work extensively with various teams across global locations to fulfil an entity’s KYC requirements as mandated by compliance and regulatory standards.
  • 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 in connection with the performance of duties related to the set-up and integration of administration of Open-Ended Funds.

Skills & Requirements

Must-have

  • Open-Ended TA Integration
  • Hedge Fund Investor Service
  • AML & KYC
  • FATCA/CRS
  • Investor Onboarding/Migration
  • Transfer Agency business

Nice-to-have

  • positive disrupter
  • analytical and critical thinking
  • advanced Excel functions
  • work additional hours

Key Requirements

  • 10+ years relevant experience
  • B.com/MBA – Finance or any bachelor’s degree
  • Experience with onboarding process
  • Proficiency in advanced Excel functions

Work Rights

Not specified

Tailored Resume

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