Associate - Transfer Agency - Mutual Funds

Location: Mumbai
Discipline: Banking & Finance
Job type: Permanent
Contact name: Crescendo Global

Contact email:
Job ref: 37691
Published: 2 days ago

Associate – Transfer Agency Specialist - Mutual Funds


Looking for a professional with 5+ Years of experience in US Mutual Funds operations, Mutual Fund reporting, Asset Management, Client Services and Transfer Agency.


Location: Mumbai


Your future employer: A global leader in Investment Banking, Commercial Banking, Asset & Wealth Management with presence in 100+ countries.


Key responsibilities:

  • Manage the ongoing development and oversight of various Funds control programs including but not limited to blue sky, intermediary oversight and prospectus adherence.

  • Serve as operational liaison between company’s Asset Management, intermediaries and relevant third-party service provider(s).

  • Participate in activities and research with industry forums in relation to the company’s funds client services and transfer agency regulations and activities.

  • Work with external financial intermediaries on matters related to the company’s funds control programs and associated policies and procedures. 

Key Requirements:

  • Knowledge of mutual fund industry and prior work experience in mutual fund operations and controls preferred

  • Bachelor's degree in a business / finance / accounting discipline preferred

  • Must be customer focused

  • Must possess continuous process improvement mindset

  • Must be able to work independently within a team environment, and demonstrate flexibility and ability to adjust quickly to the changing demands of the business and team

 What’s in it for you?

  • A high-performance culture with phenomenal career progression.

  • A stimulating working environment with colleagues from top-tier institutes.

  • A high-performance culture with phenomenal career progression.


Reach Us:

If you think this role is aligned with your career, kindly write me an email along with your updated CV on for a confidential discussion on the role.

Disclaimer: Crescendo Global is an ISO 9001:2015 certified Leadership Hiring consulting arm of Crescendo Group with expertise in mid to senior level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.