Director - Transfer Agency Services
2 days ago
**Description** **About this role** EMEA Transfer Agency Services is responsible for the operating model and service definition for mutual funds administration covering all aspects of the client lifecycle including account opening, dealing, and servicing through to the generation of cashflowfor the portfolio managers. Our Transfer Agency ("TA") business is supported by key third party providers; oversight, governance and the development of these partnerships is a critical component of the group's responsibilities. The scope of the business is multi-jurisdictional and cross border in nature. Investors come through several channels spanning private individuals, intermediaries, corporates and institutions and direct institutional clients. As the business continues to grow, currently $958B in assets under administration, the ongoing management and development of our TA business is important to the growth of our customer base through the delivery of client led solutions that are mindful of thebroader risk and regulatory agenda. This is an opportunity to evolve the TA operating model, explore and solution leading TA service offering solutions and be part of a dynamic leadership team that look at ways to evolve and enhance the current TA value chain. As part of the EMEA TAS Senior Leadership team, growing our talent and ensuring a diverse mix of skills and experience is key to our ability to further evolve the TA ecosystem. **Responsibilities**: Lead operating model and service definition for mutual funds administration lifecycle, identify opportunities to improve the end-to-end value chain Implement governance and oversight of our EMEA TA providers. Lead CASS Oversight, Fund Assets Oversight, and retrocessions activities. Develop the optimum future operating model Cultivate strong relationships. Develop positive partnerships between internal and external parties, driving service excellence. Ensure critical processes are understood and robust business continuity plans are regularly reviewed, tested, and improved as required Drive the prioritization of process improvements, collaborating across teams and functions to deliver scale and the operating model. Implement central initiatives that support the strategy of the group and the wider firm agenda. Partner with teams across BlackRock to help ensure that TA risks are understood, mitigated and are consistent with BlackRock objectives and risk tolerances to protect the firms and our clients. Lead process re-design initiatives to increase scale and expand our programs across the TA technology and operations ecosystem Represent EMEA TAS at Boards, Regulators and Senior Governance Committees. Dedication to service excellence with the analytical ability to synthesize information and summarize issue; ability to prioritize and make risk-based decision regarding the most critical business issues Inspire team to be passionate about risk and controls. Lead talent development, diversity, inclusion and personal well being **You will have**: Extensive experience of the investment industry within a cross border management company, an outsourced fund service provider, investment consultant or professional services firm with knowledge of wider regulated investment products. TA operations experience, including oversight and governance of 3rd party organisations Demonstrated track record of leading successful, fast-paced operational teams. The highest ethical standards with professional and personal integrity. Attention to detail and the ability to prioritize critical business issues. The ability to cultivate cross team relationships that helps support excellence in client service Strong interpersonal skills and the ability to establish credibility with senior managers and their teams. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and bethere for the people you care about. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses.Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunitiesto help them thrive. BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and otherstatuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
-
Transfer Agency Administrator
2 weeks ago
Edinburgh, United Kingdom FNZ Group Full timeTransfer Agency Administrator Location: Edinburgh 12 Month FTC **Role Description** FNZ TA Services Limited undertakes the role as transfer agent for multiple Authorised Corporate Directors for both Institutional and Retail investors. - Client On-boarding (setting up new clients on the system, includes KYC etc). - Dealing (instructions received via various...
-
Transfer Agency Client Representative
2 weeks ago
Edinburgh, United Kingdom Meraki Full time**Transfer Agency Client Representative** Competitive Salary Permanent Edinburgh As a Transfer Agency Client Representative, you will play a crucial role in delivering exceptional customer service and ensuring smooth transactions for this leading financial services business here in Edinburgh. You will be the first point of contact for clients and will...
-
Edinburgh, United Kingdom Pontoon Full time**Transfer Agency Administrator/ Customer Service** **6 months** **Monday - Friday** **Edinburgh** **THE ROLE** A fantastic opportunity has arisen for a number of Transfer Agency Administrators to work within a large multi-national organisation, specialising in Investment Banking. You will be a part of a team responsible for providing innovative mutual...
-
Transfer Agency Uk, Associate 2
1 week ago
Edinburgh, United Kingdom State Street Full timeWho we are looking for A Transfer Agency specialist, at Associate 2 level to join our Transfer Agency team. You will be responsible for collecting and processing complex data, exercising due diligence as well as reviewing and implementing strict data quality processes. This role can be performed in a hybrid model, where you can balance work from home and...
-
Transfer Agency Oversight, Associate
4 days ago
Edinburgh, United Kingdom BlackRock Investments Full time**Transfer Agency Oversight, Associate**: **Location**: **Edinburgh, Scotland** Team: **Fund Administration** Job Requisition #**:R246458** Date posted**:Nov. 15, 2024
-
Transfer Agency UK, Associate 2
5 days ago
Edinburgh, United Kingdom State Street Full timeA Transfer Agency specialist, at Associate 2 level to join our Transfer Agency team. You will be responsible for collecting and processing complex data, exercising due diligence as well as reviewing and implementing strict data quality processes. This role can be performed in a hybrid model, where you can balance work from home and office to match your...
-
Transfer Agency UK, Associate 2
5 days ago
Edinburgh, United Kingdom State Street Full timeJob Description Who we are looking for A Transfer Agency specialist, at Associate 2 level to join our Transfer Agency team. You will be responsible for collecting and processing complex data, exercising due diligence as well as reviewing and implementing strict data quality processes. This role can be performed in a hybrid model, where you can balance work...
-
Transfer Agency UK, Associate 2
4 days ago
Edinburgh, Edinburgh, United Kingdom State Street Full timeJob Description Who we are looking forA Transfer Agency specialist, at Associate 2 level to join our Transfer Agency team. You will be responsible for collecting and processing complex data, exercising due diligence as well as reviewing and implementing strict data quality processes.This role can be performed in a hybrid model, where you can balance work...
-
Transfer Agency UK, Associate 2
4 days ago
City of Edinburgh, United Kingdom State Street Full timeWho we are looking for A Transfer Agency specialist, at Associate 2 level to join our Transfer Agency team. You will be responsible for collecting and processing complex data, exercising due diligence as well as reviewing and implementing strict data quality processes. This role can be performed in a hybrid model, where you can balance work from home and...
-
Transfers Officer
1 week ago
Edinburgh, United Kingdom FNZ Full timeTransfers Officer9 month FTCEdinburghHybridCompetitive excellent benefits career progressionAre you highly organised detail-focused and looking to grow your career in financial services operations Do you enjoy problem-solving working with data and ensuring processes run smoothlyWere looking for a Transfers Officer to join FNZs Investment Operations team in...