Back
Mid-senior, metro, generalist investor-services role at a notable fund administrator creates high applicant competition.
Investor-services and transfer-agency expertise is finance-specific and not easily transferable across industries.
Explicit 6–10 years, TA/AML domain experience and leadership requirements make shortlisting highly strict.
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Perform second-level review and sign-off of Client/Investor reporting done by India GSC teams ensuring compliance with internal controls and policies.
Lead training, team organization, workflow management, and drive process improvements and risk remediation within Investor Solutions operations.
Serve as escalation point for complex client queries, coordinate audit-related deliverables, and maintain strong cross-functional stakeholder relationships to ensure timely service delivery.
6–10 years of experience in Investor Solutions, Investor Services, or Fund Operations.
Experience managing workflows and leading teams across locations.
Strong understanding of Transfer Agency (TA) functions, operational controls, and AML awareness.
Work Experience Required: 6–10 years as explicitly stated in the JD.
Experienced in managing multi-location teams with operational oversight in fund services or investor solutions environment.
Able to lead risk and control governance, process standardization, and drive productivity improvements.
Skilled in stakeholder management across client, product, technology, and compliance teams, with ability to escalate and resolve complex client and operational issues.