Your new company
Join a leading global financial services firm that is renowned for its commitment to excellence and innovation. This company is dedicated to providing top-tier asset management services and fostering a dynamic and inclusive work environment. With a strong focus on collaboration and adaptability, it offers a unique opportunity to be part of a team that is shaping the future of the financial industry.
Your new role
As a Transfer Agency Oversight and Change Specialist, you will play a pivotal role in overseeing operational services and activities outsourced to Transfer Agencies (TAs) for the UK and Irish fund ranges. You will be responsible for managing day-to-day oversight responsibilities and leading the change management and implementation process. This includes handling dealing, cash flow reporting, settlements, registration, reconciliations, complaints handling, and change management. You will operate in a fast-paced environment, manage multiple priorities, and deliver outcomes with excellence to contribute to the team objectives.
What you'll need to succeed
To be successful in this role, you will need:
An undergraduate degree or equivalent combination of training and experience.
A minimum of five years of general experience in financial services or asset management, with 2–3 years spent in transfer agency change/projects or a similar operational role.
Experience overseeing a Transfer Agency or working at a Transfer Agency.
Proven experience managing and delivering TA-related change.
Familiarity with Irish funds and CBI regulations is highly preferential.
Excellent oral and written communication skills.
Strong Excel skills.
Exceptional organisational skills and the ability to work under your own initiative.
Strong analytical skills and a deep understanding of TA processes, technology, and operational concepts.
What you'll get in return
In return for your expertise and dedication, you will receive:
A competitive salary and benefits package.
Opportunities for professional development and career progression.
A supportive and collaborative work environment.
The chance to work on exciting projects and make a significant impact within the company.
Access to industry forums and the opportunity to represent the company in various capacities.