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Tier-1 brand, metro location, and generic Senior Analyst title drive high applicant competition.
Transfer Agency operations skills are highly domain-specific to financial services, limiting cross-industry transferability.
Explicit 24–36 months TA/banking operations requirement and domain experience increases screening strictness to medium.
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Support Business as Usual (BAU) activities for Transfer Agency (TA) functions including transaction processing, quality checking, and client register updates for mutual funds.
Coach and mentor new team members and assist with interdepartmental queries to ensure smooth process flow and quality control.
Identify process gaps and suggest improvements while developing into a Subject Matter Expert with strong understanding of end-to-end TA processes.
24-36 months of experience in Transfer Agency or banking operations.
Understanding of Mutual/Private Equity funds.
Effective communication skills and ability to work with minimal supervision.
Shift timing includes late EMEA/NA shift; location in Bangalore or Pune, India.
Detail-oriented with an ability to identify potential fraud risks and implement necessary controls.
Strong analytical skills with a mindset for continuous improvement and process enhancement.
Experience working collaboratively across locations and functions with good relationship-building skills.