Transfer Agency Oversight Manager

5 months ago

Sydney, Australia JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
Are you a Client Service professional with a passion for Fund Services? We are seeking a highly motivated individual who will play a crucial part in supporting the firm's Securities Services business where you will work on key projects with high profile clients. As a dynamic and driven professional, you will play a pivotal role in the Fund Services team where you will have an opportunity to elevate your career to the next level.

As a Transfer Agency Oversight Manager in the Operations team, you will be a key member of a fund services team responsible for overseeing and monitoring Key Performance Indicators (KPI's) and operational deliveries by the Transfer Agency vendor servicing clients in Australia and New Zealand.

**Responsibilities**:

- Monitor key KPI’s and operational oversight of J.P. Morgan’s Transfer Agency vendor for the Custody and Fund Services Australian and New Zealand business
- Drive the businesses KPI’s proactively through early escalation and action to ensure they are met
- Act as 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
- Manage project transitions, fund set up and other events impacting the Transfer Agency/Registry processes completed by the Vendor
- Monitor delivery of the registry reporting across key distribution cycles (Monthly, Quarterly etc)
- Monitor the registry deliveries to clients across Financial Year End
- Provide Governance and oversight over the vendor relationship

**Required Qualifications, Capabilities and Skills**
- 5 years relevant industry experience (Fund Services, Transfer Agency and Registry services)
- Business degree, or industry recognized training ((Certified Practising Accountant (CPA), Association of Chartered Certified Accountants (ACCA), Security Industry Association (SIA), The Australian Financial Security Authority (AFSA)).
- Effective interpersonal and communication skills (both verbal and written)

**Preferred qualifications, capabilities, and skills**
- Proven background in a Transfer Agency/Registry Operations or project delivery role within the financial services sector will be preferred

**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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

**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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