Lead the onboarding and integration of fund clients across diverse jurisdictions, overseeing investor setup, data migration, and operational readiness within the Transfer Agency function
Job Summary
Lead the onboarding and integration of fund clients across diverse jurisdictions, overseeing investor setup, data migration, and operational readiness within the Transfer Agency function.
Define regional integration strategy aligned with global TA standards and local regulatory requirements, while managing client communications, project timelines, and delivery milestones.
Build and mentor a high-performing regional integration team, ensuring adherence to AML/KYC, FATCA, CRS, and other investor compliance protocols.
Matching Summary
Lead the onboarding and integration of fund clients across diverse jurisdictions, overseeing investor setup, data migration, and operational readiness within the Transfer Agency function.
Skills & Requirements
Must-have
Fund onboarding and integration
Transfer Agency operations
Investor data migration
Regulatory frameworks (AML/KYC, FATCA, CRS)
Cross-border project leadership
Nice-to-have
Automation and digital onboarding
Team building and mentorship
Client relationship management
Strategic regional planning
Key Requirements
15+ years of experience
Experience in Transfer Agency, Fund Administration, or Investor Services
Proven track record in leading fund onboarding/integration projects in MEAM or emerging markets
Strong understanding of investor lifecycle, regulatory frameworks, and fund structures
Experience with TA platforms (e.g., Paxus, eFront, PureFunds, Investran, Mantra, AllVue, proprietary systems)