8 часов назад
Junior Transfer Agency Representative (Alternatives)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Junior Transfer Agency Representative (Alternatives) (financial operations): Processing investor transactions for alternative funds, including commitments, capital calls, distributions, transfers, and redemptions, with an accent on accuracy, client communication, and operational controls. Focus on identifying and escalating issues, closing procedural gaps, and supporting increasingly complex fund activity.
Location: Kraków, Poland; hybrid model with three days per week in the office
Company
is a global financial services firm providing investor services, capital markets expertise, technology solutions, and client management.
What you will do
- Support the Alternatives Transfer Agency team with investor transaction processing.
- Record commitments, capital calls, distributions, transfers, and redemptions accurately.
- Build strong client contacts through prompt follow-up and collaborate with transfer agency colleagues.
- Deliver accurate, high-quality work while following firm policies and procedures.
- Identify issues early, escalate them when necessary, and help close procedural gaps.
- Support improvements and upgrades to internal processes.
Requirements
- BA/BS degree in Finance and Accounting or equivalent work experience.
- Fluency in English at C1 level.
- Demonstrated Microsoft Office skills.
- Ability to work accurately and quickly under pressure, with strong attention to detail.
- Numerical aptitude, organization, prioritization, multitasking, and client orientation.
- Strong written, verbal, and presentation skills, together with a collaborative approach.
Culture & Benefits
- Private medical care and life insurance.
- Employee Assistance Program with confidential counselling for employees and their families.
- Professional training and qualification support.
- Wellbeing Program and online Social Fund benefit platform.
- One Culture Celebration Day and one Community Service Day in addition to standard paid vacation.
- Onboarding, social, sports, and integration events.
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