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