Transfer Agency - Senior Associate
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Job Description
Structured overview of role & requirementsAbout This Role
Oversee processing of investor subscriptions, redemptions, transfers, and switches ensuring compliance with regulatory and internal standards.
Review and authorize daily transaction reports and reconciliations, resolving discrepancies and exceptions.
Serve as escalation point for complex investor queries and support onboarding of new funds and clients.
Minimum Requirements
Bachelor’s degree in Finance, Business, or related discipline.
Minimum 3 years experience in transfer agency operations, preferably senior or supervisory role.
Proficiency in transfer agency systems and Microsoft Office.
Location preference: Mumbai; ready to work any shift including night shift.
Ideal Candidate Profile
Experienced in fund structures, investor servicing, and regulatory compliance including AML/KYC.
Capable of mentoring junior associates and supporting process improvements.
Able to work under pressure and manage priorities with attention to detail.