The position of Senior Specialist– Shareholder/Transfer Agency requires a conscientious and self-motivated individual capable of overseeing a team that provides shareholder services to hedge funds, limited partnerships and other alternative investment vehicles.
Duties & Responsibilities
• Supervise a team responsible for the administration of shareholder services including processing transactions, communication with clients and other parties involved in the business process and preparation of periodic shareholder statements.
• Participate in day-to-day process as necessary to ensure that all deadlines and client expectations are met
• Handle complex shareholder queries and requests as received
• Assist in the development and training of staff
• Carryout ad hoc projects as required
Skills, Qualifications & Experience
• University degree or three years experience in a similar transfer agency role.
• Two years practical experience in transfer agency in hedge funds
• Sound knowledge of anti-money laundering due diligence procedures
• Some knowledge of hedge fund accounting practices knowledge of hedge fund structures
• Excellent interpersonal and communication skills
• Ensure all interactions with our clients are of superior nature, and act with the highest level of customer centric service.
• Excellent organizational skills with ability to multi-task
• Strong knowledge of PC based applications , including Microsoft Word and Excel
• Ability to work overtime as required
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