Transfer agent oversight (shareholder services)–senior consultant – americas delivery mexico (admx)are you an experienced, passionate pioneer in technology? Atransfer agent oversightwho wants to work in a collaborative environment? As an experiencedtransfer agent oversight(shareholderservices) senior consultant you will have the ability to share new ideas and collaborate onprojects as a consultant without the extensive demands of travel. leverages scale and talent to provide high quality, cost-effective service to our clients.americas delivery mexico (admx) leverages scale and talent to provide high quality, cost-effectiveservice to our clients. Admx is a member of the global delivery network which has presence across the world with delivery centers in the united states, romania, india, spain, china, and thewe provide consulting services to help our clientsachieve a higher level of service in operational efficiency and business value. As a senior consultant, you will work with diverse global clients across a wide range ofas a transfer agent oversight shareholder services -senior consultant, you will support theoversight of various transfer agents and service providers that provide operational support toservice issues from the transfer agent and service providers, monitoring service quality oftransfer agent and service provider and providing oversight of fund events and corporate actions.• manage escalated issues from both internal stakeholders such as legal, compliance and salesteams, and external stakeholders including shareholders, financial advisors, service providers andtransfer agents• support the oversight of corporate actions/fund events with transfer agents and other servicedrive system and process enhancements and share best practices across service providers,support compliance requirements for internal and external audits, vendor and intermediary dueyour contributions can help clients improve financial performance, accelerate newdigital ventures, and fuel growth through innovation.operate integrated/verticalized sector solutions in software, data, ai, network, and hybrid cloudwe enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. 6-10+ years of consulting and/or industry experience
* completion of coursework (egresado) in any pertinent field or industry
* responsible for supporting and leading project workstreams and/or teams
* advanced english level
* experience in transfer agent oversight, fund operations, or asset management.
* understanding of fund flows, transfer agent functions, and regulatory and compliance obligations for retail and alternative funds.
* management systems (oms), portfolio/investment accounting systems, performance reporting and
attribution software, data analytics, etc.
* familiarity with process automation, change management, and risk/control frameworks.
* significant knowledge of microsoft excel, particularly as it pertains to data analysis
* experience with share point, sql, python, or visual basic desirable
* professional development
from entry-level employees to senior leaders, we believe there's always room to learn. As used in this posting, "deloitte" means deloitte consulting llp, a subsidiary of deloitte llp.please see for a detailed description of the legal structure of deloitte llp and its subsidiaries.