Transfer Agency Specialist

5 days ago


Bengaluru, Karnataka, India Acuity Knowledge Partners Full time
Job Summary

We are seeking a highly skilled Transfer Agency Specialist to join our team at Acuity Knowledge Partners. This is an excellent opportunity for a motivated professional to take on a challenging role and contribute to the growth of our organization.

Location: Bangalore, India

Estimated Salary: ₹1,200,000 - ₹1,800,000 per annum

Job Description

In this role, you will be responsible for handling transfer requests, production and distribution of reports, and acting as a point of contact for queries raised from the Client Operations group. You will also be required to respond to client queries in a timely manner by partnering with respective stakeholders wherever required.

You will analyze financial data and identify complex information embedded within client documents/emails and craft responses in a clear and compelling manner. Additionally, you will manage client communication, provide regular status updates to internal/external stakeholders, and support new migrations.

You will also be responsible for managing the End of day audit to ensure all data quality issues are sufficiently addressed post-trade.

Key Responsibilities
  • Handling transfer requests and producing reports
  • Acting as a point of contact for Client Operations group
  • Responding to client queries in a timely manner
  • Analyzing financial data and crafting responses
  • Managing client communication and providing status updates
  • Managing End of day audit
Requirements

To be successful in this role, you should have a strong understanding of transfer agency functions and significant experience in a similar role. You should also have excellent collaboration and communication skills, both oral and written.

A B.Com/B.Tech + MBA (Finance) or CFA (I/II) degree would be advantageous, but not essential. Prior experience in reviewing orders and processing them, as well as interacting with different servicing offices and counterparts, would be beneficial.



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