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Transfer Agency & Investor Relations Professional

A fund and corporate services provider is currently looking for a Transfer Agency & Investor Relations Professional Professional as part of the Fund Administration team.

Responsibilities:

  • Processing of Investor transactions
  • Review of Due Diligence documents at investment stage
  • Annual Due Diligence monitoring of investors
  • Liaising with clients/investors for missing KYC
  • Ensuring investor statements are sent out in accordance with the offering documents
  • Managing day to day activities in line with internal and external SLA timeframes
  • Taking responsibility for all aspects of operations and controls, performing Anti-Money Laundering (AML) checks, FATCA / CRS reviews

Requirements:

  • At least 2-3 years’ experience in a similar role
  • A strong background in an investor services/transfer agency team
  • Up to date AML / FATCA / CRS knowledge
  • Display high levels of accuracy and attention to detail
  • Ability to identify opportunities for process improvements