Analyst - Transfer Agency

Key duties and responsibilities

• Processing of Financial & Non-Financial transactions through internal systems as
• per regulatory and client requirement
• Identify and resolve problems within the defined procedures.
• Complete archiving of investor and client documentation ensuring a full audit
• trail exists for subsequent retrieval
• Expected to work on initiatives/Ad-hoc requirements as per business needs.
• Should be able to work independently but also need to be a good team player.
• Should be able to identify process gaps & need to work as a trouble shoot.
• Ability to support, guide & train other team members.
• Should have the ability to understand & handle complex queries
• Strong domain knowledge is essential & understanding of TA business .es
• Well versed with preparation and review of SOPs/Process flow charts
• Able to identify & implement various process control
• Provide innovative ideas for process enhancements
• Should have a good understanding of regulatory and audit requirements to
• ensure all the requirements are fulfilled
• Ability to prioritize multiple tasks by utilizing effective time management skills.

Qualification and Experience

• Prior Transfer Agency processing experience is required
• Bachelors Degree in Commerce is desires
• 1-5 years of relevant experience

Skills Required

• Strong analytical skills
• Responsible for meeting all client deliverables
• Ability to navigate proficiently in a windows environment
• Strong knowledge of Microsoft excel & word
• Ability to write messages in a clear and concise manne
• Ability to read, write & speak English proficiently
• Strong research, resolution and communication skills
• Interpersonal skills - Relationship builder, respectful and resolves problems
• Communication skills - Presentation skills, listening skills, oral & written
• communication skills
• Self-management - Adaptability and resilience, learning behaviour, integrity
• and ethics and relationship builder
• Motivational skills - Performance standards, achieving results and persistent.
• Innovative thinking - Creative thinking decision making, input seeking, logical
• thinking and solution finding. Attention to detail and ability to work on
• multiple tasks.
• Flexible enough to work in any shifts as per business needs
• Prior Transfer Agency processing experience is required.
• Bachelors degree in commerce is desires. desirable
• 1-5 years of relevant experience
• Ability to work under pressure and should be able to handle multiple
• projects.
• A good understanding of effective risk management & its execution.
• Effective verbal reasoning and numeric skills
• Excellent planning and organization skills