Operations - Transfer Agency Oversight Manager

2 months ago

Sydney, Australia JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
As a Transfer Agency Oversight Manager in the Fund Services team, you will responsible for overseeing and monitoring key KPI's and operational deliveries by the Transfer Agency vendor servicing clients in Australia and New Zealand.

**Job responsibilities**
- Monitoring of Key Performance Indicators (KPI’s) and operational oversight of J.P. Morgan’s Transfer Agency vendor for the Custody and Fund Services Australian and New Zealand business
- Proactively drive the businesses KPI’s to be met through early escalation and action
- Be the operations lead for managing day to day enquiries from the vendor and liaising with clients where necessary to resolve issues
- Assist in the investigation of incidents and provide oversight in remediation of related action items
- Review incident reports for completeness ahead of delivery to the clients
- Project manage transitions, fund set up and other events impacting the Transfer Agency/Registry processes completed by the Vendor
- Monitor delivery of registry reporting across key distribution cycles (Monthly, Quarterly etc)
- Enhanced monitoring of registry deliveries to clients across Financial Year End
- Provide Governance and oversight over the vendor relationship

**Required qualifications, capabilities and skills**
- Minimum 5 years relevant industry experience (Fund Services, Transfer Agency and Registry services)
- Proven background in a Transfer Agency/Registry Operations or project delivery role within the financial services sector
- Business degree, or industry recognized training - Certified Public Accountant (CPA), Association of Chartered Certified Accountants (ACCA), Strategic Integrative Accountants (SIA) & Australian Financial Security Authority (AFSA).
- Effective interpersonal and communication skills (both verbal and written) will be expected.

**Preferred qualifications, capabilities and skills**
- Proactively respond and adapt to change on a personal and professional level.
- Support and influence strategies to support business transformations and enhancements to current practices.
- Take accountability for issues and actions and leverages relationships to ensure client and internal expectations are met.

**ABOUT US**

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

**ABOUT THE TEAM**

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

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