Transfer Agency

1 week ago


Bengaluru Karnataka, India JPMorganChase Full time

**JOB DESCRIPTION** Introductory market language**

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers

**Job Summary**

As a Fund Servicing Manager within our Transfer Agency team, you will play a pivotal role in managing and controlling the daily workflow. This role provides an excellent opportunity to showcase your operational management skills and contribute significantly to our team's success. We value your expertise and look forward to your active participation in our dynamic team.

**Responsibilities**:

- Manage the workflow through the life cycle of any of the Transfer Agency sub functions
- Manage operation and control of the daily workflow within the Transfer Agency team
- Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning
- Ensure all daily controls and processing are completed and signed off including client service inquiry resolution, as well as all key metrics are produced as required
- Provide direction and leadership to the team
- Review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities
- Contribute to the strategic development of Transfer Agency products

**Required qualifications, capabilities and skills**
- Strong people management skills, ability to lead and motivate managers
- Strong ability to learn ongoing stream of new markets, products, and processes
- Strong risk and control awareness, ability to effectively priorities workloads and work to critical deadlines
- Confident communicator in all mediums to both internal and external clients
- Strategic thinker, able to review and implement process improvements
- Bachelor’s degree
- Proficient in Microsoft Office products including Word, Excel, Access, and Outlook

**ABOUT US**

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

**ABOUT THE TEAM**

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.


  • Transfer Agency

    1 week ago


    Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** **Responsibilities**: - Develop a relationship with the Transfer Agency Operations Oversight team to ensure effective collaboration and escalation when needed. - Address Transfer Agency investor service inquiries promptly and efficiently. - Have a thorough understanding of the client's/investor's culture and relevant fund structures. -...


  • Bengaluru, Karnataka, India Acuity Knowledge Partners Full time

    Transfer Agency - Data Reporting Process Support UK based asset manager by offering support on data reporting process. Encompassing below activities: - Responsible for handling transfer requests, production and distribution of reports - Act as point of contact for queries raised from the Client Operations group by way of day-to-day inbox management as...


  • Bengaluru, Karnataka, India beBeeTransfer Full time ₹ 9,00,000 - ₹ 12,00,000

    Job SummaryThis role offers an opportunity to manage meaningful relationships and deliver exceptional customer experiences. The job entails delivering transfer agency operations, processing inquiries, and serving as the primary contact for escalations.Key responsibilities include:Validating tasks, investigating breaks, and resolving issues in accordance with...


  • Bengaluru, Karnataka, India Apex Group Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.


  • Bengaluru, Pune, India Apex Group Full time US$ 80,000 - US$ 1,20,000 per year

    The Role & Key Responsibilities:You will be working within our Transfer Agency Product Technology team to provide 2nd & 3rd line support on the applications and ancillary systems used to deliver the Product.The role will involve working with stakeholders, scrum masters, other technology departments and team leaders within an Agile model to deliver project...


  • Bengaluru, Karnataka, India Unity Technologies Full time

    The opportunityCome join Unity and play a pivotal role in our global tax team As a Transfer Pricing Sr Analyst you will be part of our tax team and focus on global transfer pricing operations and compliance controversy and strategy and process improvement through simplification and automation We value curiosity and encourage new ideas that will...


  • Bengaluru, India JP Morgan Chase & Co. Full time

    Job Description Job title Senior Team Member - Alternative Fund Services -Transfer Agency Short Description Build your career in Hedge Fund & Private Equity operations components while working in the world's most innovative bank. Posting description J.P. Morgan's Corporate & Investment Bank is a global leader across banking, markets and investor...


  • Bengaluru, Karnataka, India LSEG (London Stock Exchange Group) Full time US$ 6,00,000 - US$ 10,00,000 per year

    Transfer Pricing Accountant – The role is responsible for the assisting and supporting the team members within the Transfer Pricing Accounting Group. This role sits within the central TP team based with the Centre of Excellence (CoE) based in Bangalore, India. The role is a part of the CoE which manages the central global functions that support the 3 main...


  • Bengaluru, India Kroll Full time

    Job Description The EMEA Loan Documentation Team sits within Global Market Loan Operations and is based in London. The team primarily supports the Global Credit Business located in London and Hong Kong for all loans, claims and private equity trades that require documentation, taking responsibility for trade closing through to settlement. The Global Credit...


  • Bengaluru, Karnataka, India Kroll Full time

    Job DescriptionThe EMEA Loan Documentation Team sits within Global Market Loan Operations and is based in London. The team primarily supports the Global Credit Business located in London and Hong Kong for all loans, claims and private equity trades that require documentation, taking responsibility for trade closing through to settlement. The Global Credit...