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Transfer agent oversight (shareholder services)- consultant

Tequisquiapan, Qro
Deloitte
Publicada el Publicado hace 22 hr horas
Descripción

Transfer agent oversight (shareholder services)– consultant – americas delivery mexico (admx) are you an experienced, passionate pioneer in technology?A transfer agent oversight who wants to work in a collaborative environment?As an experienced transfer agent oversight (shareholder services) consultant you will have the ability to share new ideas and collaborate on projects as a americas delivery mexico(admx) 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-effective service 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 the we provide consulting services to help our clients achieve a higher level of service in operational efficiency and business value.supporting the overall project goals and objectives.as a transfer agent oversight shareholder services - consultant, you will support the oversight of various transfer agents and service providers that provide operational support to service issues from the transfer agent and service providers, monitoring service quality of transfer 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 sales teams, and external stakeholders including shareholders, financial advisors, service providers and transfer agents- support the oversight of corporate actions/fund events with transfer agents and other service drive system and process enhancements and share best practices across service providers, support compliance requirements for internal and external audits, vendor and intermediary due your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation.integrated/ verticalized sector solutions in software, data, ai, network, and hybrid cloud technology & data platforms.3-5+ years of consulting and/or industry experience.- completion of coursework (egresado) in any pertinent field or industry.- responsible for supporting and independently completing project tasks.- 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 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 sharepoint, 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 all qualified applicants will receive consideration for employment without regard to race, color,

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