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Tier-1 brand, metro location, and common TA team-lead role increase candidate competition.
Role requires specialized transfer-agency and fund administration experience, limiting cross-industry transferability.
Requires specific fund administration and regulatory knowledge, creating moderate selectivity without explicit years requirement.
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Oversee daily processing and quality control of Transfer Agency (TA) transactions including dealing, registration, settlement, reconciliations, distributions, and client reporting.
Manage team workload, review queues, escalated issues, and ensure timely resolution of audit and regulatory issues.
Lead team performance through setting objectives, conducting one-on-one feedback sessions, and coordinating with interdependent departments and client projects.
Demonstrated understanding of Transfer Agency functions including Dealing, Registration, Settlements, Payments, Hurdle rate, Crystallization, Management and Incentive Fees, and Reconciliation.
Experience leading processes or people in an investment administration or similar environment.
Knowledge of North America regulatory environment and Mutual/Private Equity Funds administration; familiarity with FATCA and ERISA regulations.
Work Experience Required: Not explicitly mentioned in the JD
Experienced in handling Transfer Agency operations with a focus on regulatory compliance and quality control.
Capable of managing teams and workflows within financial services, particularly in investment fund administration.
Able to coordinate cross-departmentally and manage escalations effectively during North America hours (6:30 PM IST shift).