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Senior Fund Operations - Transfer Agency Oversight

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Salary Competitive
Type Permanent
Location City of London
Sector Investment & Middle Office
Job Reference T8/RW/29734
Contact Rosalie Wallis
Date posted 04-09-2018

BRUIN financial is working with a leading investment management company. They are looking for someone with experience in Senior Fund Operations – Transfer Agency Oversight to join their team. The ideal candidate will have 4/5 years experience in UCITS operations at an asset manager.

Key Responsibilities:
Overseeing the day to day operations of the UCITS platform.
Service the network of distribution platforms that the business has relationships with.
Manage the transfer agency relationship looking for continuous improvement.
Coordinate product implementation in partnership with various teams throughout the business.
Maintain close relationships with global business support teams in both US and Asia.
Monitor and measure the impact of all regulatory developments on the firms UCITS and QIAIF fund range.
Establish new procedures by seeking ways to improve them including any efficiency gains that may be realised through alternative methods.
Closely oversee and coordinate updates to legal agreements.
Drive the effort for creating efficiencies within the team and remove manual processes where possible.
Ensure SLA requirements are met and monitor key supplier controls.
Lead regular meetings with the transfer agents.

The successful candidate will have:

Understanding of the transfer agency side of a UCITS funds business.
Strong analytical skills with a robust understanding of the processes around client rebates.
Good interpersonal skills and the ability to work effectively as part of a team.
Excellent written and verbal skills with a proactive attitude that shows commitment to continuous learning.
Ability to drive change in a dynamic fast paced environment.
Proficient in Microsoft Excel, Word & PowerPoint.
A degree in Accounting, Business or Finance preferred.

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Contact Rosalie about this job

Director, Consultant