Transfer Agency, Associate 2

Create and amend shareholder database in Transfer Agency (TA) system, ensuring data accuracy and integrity.

Process investor transactions including subscriptions, redemptions, transfers, and switches with compliance to internal and regulatory standards.

Respond to client, investor, and intermediary queries and prepare reports to support fund accounting and compliance teams.

Previous experience of approximately 1 year in transfer agency, fund administration, or financial services is desirable.

Bachelor’s degree in Business, Finance, Economics, or related field is preferred.

Proficiency in Microsoft Office (Excel, Word, Outlook); experience with transfer agency or fund administration systems is advantageous.

Willingness to work in any shift including night shifts; preferred location Mumbai.

Candidate with foundational transfer agency operations experience aiming to develop expertise in investor transaction processing and client servicing.

Comfortable managing data with high accuracy and following compliance and AML regulations.

Candidate able to work flexibly across shifts and handle client interactions professionally in a high-volume environment.