Vice President of Transfer Agency

As Vice President – Investor Relations – Transfer Agency , you will be required to support day‑to‑day activities as well as providing thought leadership and change execution expertise to the IR team as a whole. Working within the IR team to support delivery of IR services to clients across AIS. You will be expected to plan your own and the team’s activities, where required, with a major focus on client service excellence, change management, optimizing work practices and risk mitigation.

Responsibilities

• serve as a contact for a portfolio of clients and their investors; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve queries timely and accurately
• build relationships with clients, investors, other AIS teams, third parties, as well as with other business groups across the wider organization
• review and drive the transactional workflow including maker / checker activities for investor transactions and resolve any outstanding documentation, including KYC / AML documents
• perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity / changes
• partner within the IR department and across the broader AIS teams to ensure the completion of all end‑to‑end processes in line with Risk Management policies
• support and execute systems implementations / data migrations
• contribute to the re‑engineering of the IR operating model
• look to modify / iterate processes and procedures to continually improve accuracy, reduce redundant processes, create efficiencies and mitigate risk
• assist in driving adoption of “follow‑the‑sun” service model
• support the identification of risk areas and the closure of remediation plans
• coach and support the development of junior staff
• contribute to the production of MIS / KPIs for the department
• work closely with colleagues in our global teams and on a cross‑functional basis as required
• drive excellence in the documentation of processes and procedures
• work closely with other teams / departments to ensure the timely and effective delivery of services and to meet business objectives.
• performs other duties as assigned by team management

Qualifications

Seniority Level

Mid‑Senior level

Employment Type

Contract

Job Function

Management and Project Management

Industries

Financial Services, Banking, and Investment Management

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