Handle securities transfers on a daily basis, ensuring all transaction requests are processed accurately and efficiently.
Manage transfers of various products including mutual funds, hedge funds, vanilla, and equity securities.
Handle peak seasons of increased volume, driven by client demands rather than seasonal trends, with higher activity typically observed at year-end and end of Q3/Q4.
Provide advisory support to internal clients, including operations, Legal and Compliance, and Business Risk Management teams. Collaborate closely with various stakeholders to ensure a smooth transfer process.
Engage with key stakeholders including client advisors and assistants, custodian banks, and counterparty banks to facilitate urgent requests and prioritize tasks effectively.
eFinancialCareers
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