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Transfer Agency Representative - Alternatives (Fintech)

45 000 - 60 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Transfer Agency Representative - Alternatives (Fintech): Processing investor transactions for alternative investment funds, including commitments, capital calls, distributions, transfers, and redemptions, with an accent on accuracy, timely delivery, and client service. Focus on identifying and escalating problems, maintaining transaction records, and supporting improvements to internal processes under supervision.

Location: Boston, United States; onsite

Salary: $45,000–$60,000 annual base salary plus annual target bonus

Company

hirify.global is a global financial services firm providing investor services, capital partners solutions, specialist expertise, and technology solutions.

What you will do

  • Support the team in establishing client contact through prompt follow-up and build relationships within the transfer agency team.
  • Process investor transactions for alternative investment funds, including commitments, capital calls, distributions, transfers, and redemptions.
  • Prepare accurate and timely deliverables in accordance with fund prospectuses and agreed operating procedures.
  • Provide high-quality service while following firm policies and procedures.
  • Identify problems early, escalate them when necessary, and support initiatives to close gaps and improve internal processes.

Requirements

  • Associate Degree or higher.
  • Fluency in English is mandatory.
  • Excellent communication skills, including strong written, verbal, and presentation skills.
  • Good organizational skills with attention to detail.
  • Aptitude for numbers, accuracy, and organization.
  • Ability to work accurately and quickly under pressure.

Nice to have

  • Secondary language capabilities.

Culture & Benefits

  • Partnership-oriented environment focused on long-term client and employee relationships.
  • Collaborative culture with collective debate, knowledge sharing, and access to guidance and mentoring.
  • Benefits include long-term savings, healthcare, income protection, professional development opportunities, and time off.
  • Commitment to stability, continuous evolution, innovation, diversity, and equal opportunity.

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