Leading a cross-functional team spanning three regions (EMEA, APAC, NAM), overseeing 10-12 membersranging from entry-level executives to senior analysts within Transfer Agency operations.Analysis of errors at oversight and internal levels, will further result in reduction of financial errors and ensures execution of deals with accuracy and in compliance with regulations.

Experienced in investor account maintenance, including updating information, managing beneficiary details, and addressing inquiries. Proficient in accurate and compliant fund transfers (subscriptions, redemptions, switches). Proven client service skills with fund managers and institutional investors. Skilled in optimizing transfer agency operations through streamlined processes and automation. Strong leadership in team management, goal setting, and fostering continuous development. Proficient… Show more Experienced in investor account maintenance, including updating information, managing beneficiary details, and addressing inquiries. Proficient in accurate and compliant fund transfers (subscriptions, redemptions, switches). Proven client service skills with fund managers and institutional investors. Skilled in optimizing transfer agency operations through streamlined processes and automation. Strong leadership in team management, goal setting, and fostering continuous development. Proficient in identifying and mitigating operational risks, implementing internal controls, and ensuring compliance. Skilled in investor onboarding, KYC, and due diligence. Show less

Handling ongoing account maintenance: updating investor information, processing changes, and addressing inquiries. Generating reports and maintaining accurate records of transactions and account balances, ensuring data integrity and performing quality checks. Providing prompt, professional assistance to investors, addressing inquiries, concerns, and requests, while delivering excellent customer service and maintaining positive relationships.

Generating reports and maintaining accurate records of transactions and account balances, ensuring data integrity and performing quality checks. Providing prompt, professional assistance to investors, addressing inquiries, concerns, and requests, while delivering excellent customer service and maintaining positive relationships.