Asset Management - Operations – Transfer Agent Analyst - Associate/VP
On-site · Shanghai, Shanghai, China
Shanghai, Shanghai, ChinaOn-siteFull TimeSenior LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Transfer Agent Operations role in asset management overseeing daily fund settlement, cash reconciliation, TA system setup, night-shift processing, cross-functional collaboration with distributors/vendors, SOP adherence, and process improvements to support accurate and timely fund operations from Shanghai.
Required Qualifications
- Bachelor’s degree or above in Business/Investment or IT related fields.
- Around 8-10 years of relevant work experience in fund operation, cash settlement and clearance, holding certificate of China Asset Management Association.
- Working experience on cross functional project management in large multinational company such banking group and asset management company.
- Possess “can-do” attitude, excellent work ethics, be diligent and detail-oriented, have a strong sense of dedication and responsibility.
- Proficient in Microsoft Office suite, including Word, Excel and Powerpoint.
- Excellent communication and coordination skills, and with team-oriented spirit
- Proficient in English workplace communication (IELTS score 7 or equivalent).
- Quick learner and always adapt to fast changing environment, and be able to deliver results under pressure and meet tight deadlines.
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