Manager, Transfer Agency

Northern Trust

Pune, India
12 years experience in finance or transfer agency
6 years managing teams in transfer agency
Expertise in dealing registration and settlement
The role involves day-to-day supervision of processing transactions for mutual funds and private equity funds in the North America region

Job Summary

  • The role involves day-to-day supervision of processing transactions for mutual funds and private equity funds in the North America region.
  • Candidates must manage operations teams ensuring accuracy, timeliness, and compliance with regulatory requirements for dealing, registration, and settlements.
  • Northern Trust offers a collaborative culture where financial strength allows employees to explore new ideas and contribute to community service initiatives.

Matching Summary

The role involves day-to-day supervision of processing transactions for mutual funds and private equity funds in the North America region.

Skills & Requirements

Must-have

  • 12 years experience in finance or transfer agency
  • 6 years managing teams in transfer agency
  • Expertise in dealing registration and settlement
  • Strong knowledge of AML and regulatory compliance
  • Experience with mutual funds and private equity

Nice-to-have

  • Continuous improvement and process optimization skills
  • Strategic planning and business development ability
  • Excellent verbal reasoning and numeric skills
  • Flexible approach to work under pressure
  • Knowledge of Unit Trust and OEIC administration

Key Requirements

  • Minimum 12 years industry experience
  • Minimum 6 years in manager role within Transfer Agency
  • Existing Vice President title required
  • Graduate degree in Accounting or Economics preferred
  • CFA, CA, CS, CWA, or MBA qualification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter