This is a great opportunity to build your asset management knowledge and support a growing business in a fast-paced environment. You will work closely with local stakeholders and the regional team to support the goals of the Hong Kong Service Delivery team.
As a Transfer Agency Analyst in the APAC Asset Management Operations team, you will support strategic initiatives and projects for the Hong Kong business. You will work with internal teams and external service providers to deliver change, support business growth, and strengthen vendor oversight and governance.
This role requires strong project management, problem-solving, process improvement, and communication skills. You should be able to work independently and with others, adapt quickly, and manage delivery in a hands-on environment.
Job responsibilities:
- Partner with cross-functional teams including Product, Operations, Product Development, Legal, Compliance, Risk, and Controls to design and implement solutions for new business opportunities and complex events affecting existing operating models.
- Execute project plans, onboarding checklists, and account setup requirements to ensure timely delivery of key milestones and business outcomes.
- Manage vendor incidents and service issues, including investigation, resolution, and escalation of key risks and roadblocks, in close partnership with Client Service teams, Trustees, Compliance, Legal, and other internal stakeholders.
- Work closely with Transfer Agents and other service providers to support the successful delivery of initiatives and ongoing operational requirements.
- Oversee services delivered by the outsourced Transfer Agent in Hong Kong, including regulatory reporting, product and fund lifecycle events, offshored processes, and tax reporting such as FATCA and CRS.
- Build and maintain strong relationships with internal and external stakeholders, and influence change to meet business and client requirements.
- Use automation tools and process enhancements to improve operational efficiency and effectiveness.
- Support root cause analysis and deep-dive reviews to improve client experience and remove operational roadblocks.
- Monitor market and regulatory developments across different jurisdictions and assess their impact on operational processes and funds.
- Maintain the oversight and governance framework by updating policies and procedures to meet local regulatory requirements and by implementing and monitoring internal controls.
- Review operational processes to identify improvement opportunities, escalate key risks, and support timely resolution.
Required qualifications, capabilities, and skills:
- Bachelor's degree in Accounting, Finance, Business or a related discipline.
- At least 2 years of experience in the financial services industry.
- Basic fund accounting knowledge, including the ability to assess the profit and loss impact to the investor or fund arising from vendor errors.
- Proven track record of high performance within operational teams.
- Strong verbal and written communication skills.
- Experience delivering strategic projects with measurable results.
- Ability to demonstrate strong risk awareness, operational control, problem-solving, and process improvement capability.
- Experience working in a fast-paced environment where accuracy is critical.
- Proficiency in Microsoft Office, including Excel, PowerPoint, and Word.
Preferred qualifications, capabilities, and skills:
- Strong data management and automation skills are preferred, including experience with AI tools such as Alteryx or Python.
- Project management skills, including incident management and escalation handling.
- Knowledge of FATCA and CRS is preferred.
- Audit experience within the financial institutions industry is preferred.