Transfer Agent Oversight - Queretaro Metropolitan Area - Deloitte

Descripción

Transfer Agent Oversight (Shareholder Services)–Senior 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) Senior Consultant you will have the ability to share new ideas and collaborate on

projects as a consultant without the extensive demands of travel. 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

Philippines. ADMX is in Queretaro, Mexico. We provide consulting services to help our clients

achieve a higher level of service in operational efficiency and business value. We are a team of

professionals passionate about serving clients with distinction and learning, and we are driven by

our purpose: Making an impact that matters for our clients, our people, and society.

Work you'll do/Responsibilities

As a Senior Consultant, you will work with diverse global clients across a wide range of

industries. You will have a variety of client facing responsibilities such as diagnosing issues

using advanced analytical techniques, interviewing staff, formulating and making recommendations, and helping clients implement proposed solutions.

As a Transfer Agent Oversight Shareholder Services -Senior Consultant, you will support the

oversight of various transfer agents and service providers that provide operational support to

mutual funds, interval funds, closed end funds, etc. You will be responsible for managing escalated

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

providers.

• Manage inquiries received via our website and to potential complaints.

• Drive system and process enhancements and share best practices across service providers,

trusts, and regions, to mitigate risk and improve our client experience.

• Support compliance requirements for internal and external audits, vendor and intermediary due

diligence meetings, etc.

The Team

Join our AI & Engineering team in transforming technology platforms, driving innovation, and

helping make a significant impact on our clients' success. You'll work alongside talented

professionals reimagining and re-engineering operations and processes that are critical to

businesses. Your contributions can help clients improve financial performance, accelerate new

digital ventures, and fuel growth through innovation.

AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and

operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud

infrastructure. These solutions are powered by engineering for business advantage, transforming

mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client's unique requirements.

Qualifications Required

• 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

• Identifies key drivers, defines problems and proposes solutions

• 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.

• Experience with investment management related systems, technologies, and tools such as order

management systems (OMS), portfolio/investment accounting systems, performance reporting and

attribution software, data analytics, etc.

• Excellent analytical, problem-solving, and communication skills.

• 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

• Deep understanding of investment management products types (e.g., mutual funds, exchange traded funds, interval funds, closed end funds).

Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work.

Professional development

From entry-level employees to senior leaders, we believe there's always room to learn. We offer

opportunities to build new skills, take on leadership opportunities and connect and grow through

mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Accommodations

We are committed to providing equal opportunity and reasonable accommodation for people with

disabilities. To request a reasonable accommodation, contact our Talent Relations team at

As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP.

Please for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

All qualified applicants will receive consideration for employment without regard to race, color,

religion, sex, sexual orientation, gender identity, national origin, age, disability or protected

veteran status, or any other legally protected basis, in accordance with applicable law.