Specialist - Transfer Agency Fund Integration
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Protocol Intelligence
Data-driven signals on your job's competitivenessNiche senior fund-administration specialization and domain-specific tooling reduce qualified applicant density.
Highly domain-specific hedge-fund transfer agency, AML/FATCA, and platform skills limit cross-industry transferability.
Explicit 10+ years requirement plus AML/FATCA, transfer-agency and platform experience make filtering stringent.
Job Description
Structured overview of role & requirementsAbout This Role
Lead the setup and integration of Open-Ended Fund administration including investor onboarding, conversion, and migration processes.
Ensure quality compliance with AML/KYC, FATCA/CRS, and perform entity type reviews across multiple jurisdictions.
Manage project timelines, stakeholder communication, and SLA compliance for investor data migration and fund setup operations.
Minimum Requirements
10+ years of experience in Hedge Fund administration or related finance industry with end-to-end investor lifecycle exposure.
Mandatory knowledge of AML policies, FATCA/CRS reporting, and investor onboarding processes including screening tools and tax form validation.
Bachelor's degree required (B.Com/MBA Finance preferred); experience with accounting platforms (e.g., Paxus, Geneva) is advantageous.
Work Experience Required: 10+ years in Hedge Fund administration or related industry.
Ideal Candidate Profile
Experienced in cross-jurisdictional fund administration, comfortable working with global teams and diverse regulatory environments.
Able to manage complex projects involving multiple stakeholders, focusing on compliance, accuracy, and timely delivery.
Strong domain expertise in Transfer Agency business with proven ability to handle investor onboarding, migration, and system integration.