SS&C GlobeOp
3 weeks ago
Role Overview
We are seeking highly motivated professionals for the position of Manager / Associate Manager / Senior Associate Investor Services / Transfer Agency.
The ideal candidate will have a strong background in investor servicing, operations, or transfer agency functions within financial services.
This is a key role that requires attention to detail, strong client service orientation, and the ability to work in a fast-paced, deadline-driven environment.
Key Responsibilities
- Manage daily operations of investor services or transfer agency functions.
- Oversee transaction processing, investor reporting, reconciliations, and compliance with regulatory requirements.
- Liaise with internal teams and external stakeholders to ensure timely and accurate delivery of services.
- Monitor and improve processes for operational efficiency and service quality.
- Ensure adherence to internal controls and standard operating procedures.
- Support audit and regulatory review processes.
- Mentor and lead junior team members, depending on role level.
- Provide support for new client onboarding, transitions, and system migrations.
- Assist in project management and technology implementations related to investor servicing.
Required Qualifications
- Bachelors or master's degree in Finance, Business, Accounting, or related field.
- 2-8 years of experience in investor services, fund administration, or transfer agency.
- Strong knowledge of financial markets, fund structures, and regulatory requirements.
- Proficiency in MS Office; experience with investor services platforms is a plus.
- Excellent verbal and written communication skills.
- Ability to multitask and work under pressure in a deadline-driven environment.
- Strong analytical and problem-solving skills.
- Experience in leading teams or projects (for Manager/Associate Manager roles).
Preferred Qualifications
- Experience working with global financial institutions or hedge fund clients.
- Understanding of FATCA, CRS, AML/KYC guidelines.
- Familiarity with tools like Investran, Advent Geneva, or similar platforms
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