
Portfolio Transfer Specialist
4 days ago
Finance Operations Expertise
- Manage and oversee the entire process of share transfers, ensuring full compliance with regulatory requirements.
- Coordinate with stakeholders to facilitate smooth transfer processes, including obtaining necessary approvals and preparing required documentation.
- Maintain accurate and up-to-date records of share ownership and all related transactions.
Financial Reporting & Analysis
- Assist in the preparation of financial reports: monthly, quarterly, and annually.
- Analyze financial data to identify trends, variances, and opportunities; present findings to management.
Compliance & Governance Support
- Ensure adherence to internal control systems, company policies, and applicable laws/regulations.
- Support finance operations improvements, establish best practices for efficiency and accuracy.
Collaboration & Project Support
- Work closely with finance team members, auditors, and external parties to ensure seamless operations and compliance.
- Provide support for finance-related projects, including process improvements and system upgrades.
Qualifications & Experience
- Mandatory: CMA qualification (Cost & Management Accountant), fully qualified or in advanced stage.
- At least 2 years of experience in finance operations, specifically in share transfers and partners' books maintenance.
- Strong understanding of financial principles, regulations, and accounting standards.
- Proficient user of accounting software; advanced skills in Microsoft Excel.
- Excellent analytical and problem-solving abilities.
- High attention to detail and accuracy.
- Strong communication and interpersonal skills; ability to liaise with multiple stakeholders.
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