Your new company is a leading global financial services firm, committed to excellence and innovation. It provides top-tier asset management services in a dynamic and inclusive work environment.
As a Transfer Agency Oversight and Change Specialist, you will oversee operational services and activities outsourced to Transfer Agencies for the UK and Irish fund ranges. You will manage day-to-day oversight responsibilities and lead the change management and implementation process. This includes dealing, cash flow reporting, settlements, registration, reconciliations, complaints handling, and change management.
To be successful in this role, you need an undergraduate degree or equivalent experience. You must have at least five years of experience in financial services or asset management, with two to three years in transfer agency change/projects or a similar operational role. Familiarity with Irish funds and CBI regulations is highly preferred. You should have excellent communication skills, strong Excel skills, and exceptional organizational skills.