Business Implementation Ta
il y a 3 jours
As a coordination and project management role within our esteemed client's organization, this position presents a unique opportunity to oversee the operational implementation projects related to Transfer Agent services offered by our client.
The key responsibilities for this role include:
- Ensuring the seamless operational implementation and coordination of new business ventures (New Clients/funds/sub-funds).
- Conducting thorough analysis, from a Transfer Agent perspective, of any events that occur during a fund’s lifecycle such as Mergers, liquidations, Migrations in/out, and providing comprehensive gap analysis between the final client requirements and our client's target operating models.
- Initiating and overseeing the timely completion of system setups.
- Cultivating and nurturing strong relationships with clients, internal colleagues, and other client teams.
- Coordinating Closing Meetings and facilitating smooth hand-overs with the Operation teams.
- Proactively escalating any potential issues to the management team.
- Actively contributing to the continuous enhancement of the onboarding process by suggesting practical and effective solutions.
Expected results:
To successfully deliver the projects allocated within the timeframe agreed between parties
- Business: Possess profound and technical expertise in Transfer Agent operations, including familiarity with fund event procedures (Migration In/Out, merger, new fund, new share-classes, Migr)
- Business: Ideally, have knowledge of MFTA, AML/KYC, and TA fees (CDSC, ADL, etc.)
- Language: Proficiency in French, English, German, and any additional language would be deemed advantageous
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