Transfer Agency Oversight Specialist - eFinancialCareers : Job Details

Responsibilities would include:

• Managing the relationship with the Transfer Agents
• Ensure that the Transfer Agents understand information requests and deliver appropriate and timely information
• Ensure controls are observed and that escalations are escalated quickly
• Liaise regularly with internal stakeholders to ensure SLA’s are met
• Review cash and account reconciliations to ensure breaks are investigated

To be considered for this role you will have:

• A strong knowledge of View Portfolio Reporting, FAST and AWD
• Minimum of 3 years working in a similar role in an Investment Management firm
• Problem solving approach with a high level of accuracy and attention to detail
• Excellent communication skills with the ability to cooperate with different levels of stakeholders across the organisation
• An understanding of FCA CASS rules relating to Client Money (beneficial)