Delivery Lead - Transfer Agency Integration

Apex Group

Bangalore, India
On-site
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

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.
  • Candidate should have around 10+ years of relevant experience in the Administration of Hedge Funds Investor Service, AML & KYC, FATCA/CRS and conversion/migration experience of onboarding/transferring investors from different administrators.
  • 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.

Skills & Requirements

Must-have

  • Open-Ended TA Integration
  • Hedge Fund Investor Service
  • AML & KYC
  • FATCA/CRS
  • Investor onboarding and migration
  • Project management

Nice-to-have

  • Positive disrupter
  • Industry-changing realities
  • Global stakeholder access

Key Requirements

  • 10+ years of relevant experience
  • B.com/MBA – Finance or any bachelor’s degree
  • Working knowledge of screening tools
  • Proficiency in advanced Excel functions

Work Rights

Not specified

Tailored Resume

Cover Letter