Senior Investor Services Professional

1 week ago


Navi Mumbai, Maharashtra, India beBeeInvestor Full time ₹ 10,00,000 - ₹ 20,00,000

Key Position Overview:

 

This critical role focuses on delivering exceptional client service and operational excellence in the investor services domain.

 

The successful candidate will possess a strong background in investor servicing, operations, or transfer agency functions within financial services. Key responsibilities include managing daily operations, overseeing transaction processing, and ensuring timely and accurate delivery of services.

 

Essential Skills and Qualifications:

- Bachelor's 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.

 

Preferred Qualifications:

- Experience working with global financial institutions or hedge fund clients.

- Understanding of FATCA, CRS, AML/KYC guidelines.

 

Operational Excellence:

- 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.

 



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