Transfer Agency Oversight Manager

2 weeks 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.



  • 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...


  • Sydney, Australia Apex Group Ltd Full time

    Account Manager, Transfer Agency The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our...

  • Transfer Agency

    2 days ago


    Sydney, New South Wales, Australia Buscojobs Full time

    Transfer Agency (Unit Registry) Manager, AVPWho we are looking for:A Manager in Transfer Agency (Unit Registry), responsible for managing and motivating the team to meet daily operational needs. The candidate should lead by example, leverage individual strengths, identify development opportunities, and embrace change to improve efficiency and reduce risk...


  • Sydney, New South Wales, Australia Apex Group Ltd Full time

    The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully...


  • Sydney, New South Wales, Australia Apex Group Full time

    Manager - Transfer Agency, Australia page is loadedManager - Transfer Agency, AustraliaApply locations Sydney time type Full time posted on Posted Yesterday job requisition id JR-0015835The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in...


  • Sydney, New South Wales, Australia CO_MGHLTD Apex Group Holdings (Australia) Pty Ltd Full time

    Manager - Transfer Agency, Australia page is loadedManager - Transfer Agency, AustraliaApply locations Sydney time type Full time posted on Posted Yesterday job requisition id JR-0015835The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in...


  • Sydney, Australia State Street Corporation Full time

    State Street Corporation Sydney, AustraliaPosted 13 minutes ago Permanent Competitive **Who we are looking for** The APAC Transfer Agency Product Manager, VP reports to APAC Head of Product Management SVP, with a matrix reporting to Global Head of Investor Services Product SVP. The APAC Transfer Agency Product Manager is responsible for the development,...


  • Sydney, Australia State Street Corporation Full time

    **Who we are looking for** Transfer Agency (Unit Registry) is a specialist team that provides our large client base with daily prices as well as cash forecasting, issuing daily, monthly and annual statements to our client's investors. The team is also responsible for processing daily transactions received from investors as well as distributions, completing...

  • Transfer Agency

    2 weeks ago


    Sydney, Australia State Street Corporation Full time

    Transfer Agency (Unit Registry), Associate **Who we are looking for** Transfer Agency (Unit Registry) is a specialist team that provides our large client base with daily prices as well as cash forecasting, issuing daily, monthly and annual statements to our client's investors. The team is also responsible for processing daily transactions received from...

  • Transfer Agency

    2 weeks ago


    Sydney, Australia State Street Corporation Full time

    Transfer Agency (Unit Registry), Associate **Who we are looking for** Transfer Agency (Unit Registry) is a specialist team that provides our large client base with daily prices as well as cash forecasting, issuing daily, monthly and annual statements to our client's investors. The team is also responsible for processing daily transactions received from...