
Transfer Agency Operations Manager
2 days ago
Job Overview
This pivotal role is a key contributor to our operational services and activities outsourced to Transfer Agencies (TAs) for the UK and Irish fund ranges.
- Manage day-to-day oversight responsibilities across TAs in the UK and Ireland.
- Lead the change management process, implementing new procedures and systems.
- Handle critical tasks such as 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 exceptional outcomes contributing to team objectives.
Requirements
- Hold an undergraduate degree or equivalent combination of training and experience.
- Minimum five years of general experience in financial services or asset management.
- Experience overseeing a Transfer Agency or working at a Transfer Agency.
- Proven track record of managing and delivering TA-related change.
- Familiarity with Irish funds and CBI regulations is highly desirable.
- Excellent oral and written communication skills.
- Strong Excel skills.
- Exceptional organisational skills and ability to work independently.
- Strong analytical skills and deep understanding of TA processes, technology, and operational concepts.
Benefits
- Competitive salary and benefits package.
- Opportunities for professional development and career progression.
- Supportive and collaborative work environment.
- Chance to work on exciting projects and make a significant impact within the company.
- Access to industry forums and opportunity to represent the company in various capacities.
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