VP, Transfer Agency

Duties:

Manage a team in processing investor new account openings, subscriptions, redemptions, maintenance activity, investor confirmations, and capital activity reporting to clients.
Responsible for providing stellar service and delivery to assigned clients and their investor base.
Liaise with partnership accounting, relationship teams, new business team, business process analysts, and other internal groups to address clients' servicing and operational needs.
Provide daily oversight of the team's performance via business metrics and active engagement. Regularly evaluate staff capacity and productivity measures to ensure workload balance and efficiency.
Embed a culture of continuous improvement. Analyze current processes and make technological or operational enhancements to improve efficiency within the group.
Actively communicate and meet with clients to discuss servicing related issues or product offerings; participate in functional service meetings or client visits.
Display a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity.
Address training and development across the team. Work with Training and business SMEs to build team's knowledge, skills and understanding of the client base and business.
Provides input and support to budget management process.

Requirements:

A College or University degree is preferred
8-10 years' Transfer Agency experience
Experience handling various types of funds - both onshore and offshore, traditional (especially UCITs), and alternatives (Hedge, PE)
Excellent oral and written communication skills
Team supervision/management experience
Client servicing mindset and ability to instill a client centric culture across the operations; adept at strengthening relationships with key clients
Self-starter with the ability to function independently in a fast-paced, dynamic and demanding environment.

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