Transfer Agency Oversight Manager

Job Type:
Job Sector:
Investment Funds - Transfer Agency, Senior Roles, Team Leaders & Managers, Unit Trust & OEIC Administration
Salary Description:
Job Ref:

Our client is an established provider of administration services to the investment funds sector.  They are looking for a Transfer Agency Oversight Manager with a minimum of 5 years' Transfer Agency experience.

The Transfer Agency Oversight Manager will have experience in overseeing outsourced providers of Transfer Agency services.  You will build a third party relationship, whilst ensuring that Transfer Agency services meet business requirements.

Key responsibilities of the Transfer Agency Oversight Manager:

  •  Oversight of the Transfer Agency service to ensure that SLAs are met
  •  Undertaking regular oversight reviews
  •  Monitoring performance against standards and deadlines
  •  Having an awareness of CASS and other relevant regulations and their impact on the TA service
  • Developing strong relationships with internal and external stakeholders

An excellent opportunity for a Transfer Agency Oversight Manager to join this growing organisation.  As well as the necessary minimum 5 years' Transfer Agency experience, you will have people management experience and have previously managed outsourced service providers.

Contact Details:
Tel: 01277 263578
Contact: Steve Johnson

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