Job Description
Responsibilities:
- Work as part of the project team on the efficient utilization of the transfer agency system, including delivering data extracts, reports and supporting workflows
- Ability to work to tight deadlines and under pressure
- Flexibility around working hours
- Train designated staff members and administrators on the strategic solution design and business logic used
- Develop and produce customized documentation
- Document procedures and methods used in the solution, and develop materials
- Able to demonstrate problem solving and creative “solutioning” skills
Experience:
- Related experience of working on transfer agency systems gained either at a Management Company or at a LISP is essential
- You would need to have knowledge of regulations impacting Management Company and / or LISP transfer agency administration
- Strong business analysis skills and experience of providing end-user training
- Experience with SQL within enterprise projects (Developing SQL Queries, Stored Procedures, data analysis and proven understanding of relational data management principles) advantageous
Qualifications
- Related Financial/Investment/Commercial qualification
Competencies
- Strong interpersonal and client relationship skills
- A team builder/player who is by nature hardworking, service oriented, flexible and able to work without supervision towards tight deadlines
- Ability to prioritize and manage time
- Ability to work to tight deadlines under pressure
- Excellent written and verbal communication skills
- Self-motivation
- Keenness to learn new skills and meet people
System Exposure
- Some experience with the design and implementation of Transfer Agency Systems
- Some experience with SQL within enterprise projects (Developing SQL Queries, Stored Procedures, data analysis and proven understanding of relational data management principles) – optional/advantageous
- Strong working knowledge of MS Office