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High because Tier-1 brand, metro Bangalore, mid-level generalist title, and broad skill requirements.
High because transfer agency and fund administration skills are finance-specific and less transferable outside financial services.
High due to mandatory fund administration expertise, regulatory knowledge (FATCA/ERISA), and leadership expectations.
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Oversee daily processing and quality control of Transfer Agency (TA) transactions including Dealing, Registration, Settlements, Reconciliations, and Client Reporting.
Manage team workflows, review queues, and escalate unresolved issues to ensure timely resolution and regulatory compliance.
Set partner objectives, provide monthly feedback, and collaborate with internal departments and external clients on process improvements and projects.
Experience leading processes or people in Transfer Agency or investment administration functions is required.
Strong understanding of Dealing, Registration, Settlements, Payments, Hurdle Rate, Crystallization, Management and Incentive Fees, and Reconciliation processes.
Familiarity with North America regulatory environment including FATCA and ERISA.
Proficiency with Excel and Word; ability to meet deadlines with attention to detail. Shift: 6:30 PM IST (North America hours).
Experience working within Mutual or Private Equity Fund administration environment with knowledge of associated investor instructions and client servicing required.
Demonstrated ability to supervise and mentor teams handling complex TA functions under regulatory standards.
Comfortable operating in cross-functional settings involving process oversight, audit resolution, and client escalations with a disciplined, deadline-driven approach.