Sr. Specialist, Transfer Agent

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

• →Manage share registration, investor account setup, and daily maintenance for insurance asset management products (e.g., private debt plans, equity plans, segregated accounts, etc.);
• →Perform daily system clearing operations, including processing subscriptions, redemptions, dividend distributions, conversions, and non-trading transfers;
• →Coordinate effectively with clients, custodian banks, and internal teams (Product team, Risk, Finance) to ensure accurate and timely data exchange and fund settlement;
• →Maintain product system parameters to ensure consistency, accuracy, and timeliness of product configurations;
• →Prepare and verify registration-related reports; support regulatory reports, audits, and internal/external data requests;
• →Participate in related system testing, go-live validation, and operational process improvement initiatives;
• →Respond promptly to client and partner inquiries regarding account balances and holdings; resolve exceptions and ensure timely closure;
• →Draft and maintain related procedures\mannuals;
• →Other investment operations tasks assigned by team leader.

• Strong business sense and understanding of financial industry and investment activities;
• Strong capabilities and working knowledge in  reconciliation or data management operation;
• Demonstrates flexibility and ability to multi-task;
• 3+ years of working experience in investment operations.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

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