Manager - Transfer Agency

Apex Group

Not specified; likely hybrid or flexible work arrangement based on industry norms.
Transfer agency avp experience
Hedge fund and pe fund knowledge
Aml kyc fatca crs compliance
Apex Group is seeking a Manager for their Transfer Agency department, responsible for overseeing operations and managing a team while ensuring compliance with internal procedures and regulatory requirements. The ideal candidate will possess strong leadership skills and a comprehensive understanding of fund administration, AML, and KYC processes

Job Summary

  • The role involves overseeing the Transfer Agency department as the main escalation point while enforcing internal procedures and regulatory requirements.
  • Candidates will manage multiple clients from pre-launch to liquidation and ensure adherence to AML, FATCA, and CRS submissions.
  • The position requires developing staff capabilities, driving a solution-focused team environment, and participating in operational projects and system testing.

Matching Summary

Match Score: 85

Apex Group is seeking a Manager for their Transfer Agency department, responsible for overseeing operations and managing a team while ensuring compliance with internal procedures and regulatory requirements. The ideal candidate will possess strong leadership skills and a comprehensive understanding of fund administration, AML, and KYC processes.

Skills & Requirements

Must-have

  • Transfer Agency AVP experience
  • Hedge fund and PE fund knowledge
  • AML KYC FATCA CRS compliance
  • Team leadership and development
  • Capital activity review skills

Nice-to-have

  • Strong analytical problem solving skills
  • Ability to remain calm at busy times
  • Proven record in process improvement
  • Experience with offshore and onshore funds
  • Adaptable to changing priorities

Key Requirements

  • Strong Shareholder Services experience
  • Understanding of fund legal structures
  • Demonstrated leadership skills
  • Detailed understanding of fund administration business

Work Rights

Not specified

Tailored Resume

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