Offshore Transfer Agency Oversight Manager

  • Permanent
  • London,

Bruin Financial

Ref: 27686

Offshore Transfer Agency Oversight Manager

Our client is a well-known and well-respected global Asset Manager.
In this role you will manage the successful day to day oversight and management of TA operational and investor servicing activities for Irish UCITS, Luxembourg SICAV, LDI and RAIF fund ranges.

Role Responsibilities

  • Effective day to day oversight of all TAs and their associated partners/affiliates;
  • Respond to email and telephone queries promptly and proactively;
  • Work with BMO’s TAs to improve and develop investor servicing capabilities;
  • Work with the Senior Manager and TAs to ensure customer/agents and funds/trusts receive high quality, competitive services in a cost-effective manner;
  • Follow up trade/settlement/reconciliation queries with brokers/custodians/administrators etc as is necessary;
  • Provide technical support and advice to internal colleagues facilitating complex transactions and strategic client queries;
  • Maintain communication links with TA’s, custodians, fund managers and other related business relationships;

Key Capabilities

  • Extensive experience in offshore fund operations, administration and regulation.
  • Sound knowledge of offshore fund structures.
  • Understanding of transitions and in-specie transactions
  • Understanding of client onboarding and KYC requirements
  • Strong interpersonal skills and work effectively within a team environment.

Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.


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