Transfer Agent

**Who we are looking for**

We are seeking a motivated Transfer Agent to join our expanding Fund Setup team. This is an excellent opportunity for a driven and motivated professional to develop their financial career within a leading organization.

**Why this role is important to us**

The team you will be joining is a part of International Financial Data Services (IFDS). IFDS is a world-leading provider of outsourcing and technology solutions to the financial services industry. With its global headquarters in Toronto, IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. IFDS is present in North America, EMEA and APAC.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

**What you will be responsible for**

As part of the Fund Setup team you will
- Be responsible for translating clients / prospectus information into iFAST (TA core system) terminology as it relates to changes within umbrella funds / sub funds / share classes.
- Facilitate amendments within the Transfer Agency static data
- Assist internal departments related to fund setup inquiries
- Provide guidance around fund setup methodology to the project teams prior to client onboarding processes
- Maintain a log of all identified initiatives and appropriate documentation

**What we value**

These skills will help you succeed in this role:

- Strong personal organizational skills
- Excellent written and oral communication skills
- Quality and control, with excellent attention to detail
- Ability to adapt to changing priorities and directions
- Ability to work under pressure
- Ability to work without constant supervision

**Education & Preferred Qualifications**
- Has extensive operation management experience.
- Ideally has a 1 years university degree in Business Administration or Finance, or equivalent.
- Procedural, technical and product knowledge of the Transfer Agency business.
- Experience of fund set up and maintenance.
- Suggest system enhancements and changes in existing workflows in order to increase the efficiency and improve the output of the Fund Set Up team as well as other area within the company.
- Knowledge of legislation and regulations affecting the TA business, including anti-money laundering, UCITs IV and Regulatory Reporting requirements.
- Excellent administrative, organizational and business support skills.
- Strong written and verbal communication skills, particularly formal report writing.
- Excellent communication skills, fluent in English (written and oral) and possibly one other European language (French and/or German). Other European languages are considered advantageous.
- Team oriented.
- Advanced computer skills (Excel, Word, Power Point and Outlook).
- Experience working with and managing large data sets.
- Analytical mind-set, attention to detail.
- Enthusiastic with a positive can do attitude.
- Self-starter, ability to work on own initiative.

**Additional requirements**
- An analytical and logical working methodology
- Able to seek assistance and escalate and identify errors when necessary
- Driven and dynamic work ethic and a strong team player attitude
- Experience of working within a high pressure environment with experience of meeting multiple deadlines

**About State Street**

**What we do.**

State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

**Work, Live and Grow.**

We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

**Inclusion, Diversity and Social Responsibility.**

State Street is an equal opportunity and affirmative action employer.