Transfer Agency Operations Lead (Mutual Funds)
State Street
State Street in Boston is seeking an Officer in Transfer Agency SHS to manage daily activities of a functional team, monitor accuracy, and ensure deadlines are met. You will handle client events, cash movements, and adherence to controls in a fast-paced environment. This role emphasizes managing SLAs and KPIs, collaborating with multiple departments, and building strong relationships with internal and external stakeholders. #J-18808-Ljbffr State Street
- As a leading financial services and healthcare technology... ...Account Management - Transfer Agency Locations: Boston, MA;... ...goals. Establishes operational objectives and... ...field (financial services/fund administration, corporate... ...of financial services/mutual funds/hedge funds/private...SuggestedOngoing contractFull timeWork at office
- A leading recruitment firm is seeking a Senior Associate (Fund Operations) in Boston, MA. The role involves overseeing investment operations, ensuring compliance and risk monitoring, and leading new portfolio launches. Ideal candidates will have a Bachelor's degree in Finance...SuggestedWork at office
- State Street seeks a Fund Services Tax Officer in Massachusetts to oversee tax production by vendors for US Regulated Investment Companies and to communicate with clients and auditors as well as internal stakeholders. You will supervise vendor deliverables, keep clients...Suggested
- BNY is seeking a Vice President, Regulatory Reporting to lead the Regulatory Reporting team in Boston. This role requires managing regulatory... ...stakeholders. The ideal candidate has 5-7 years of experience in fund administration or accounting, with strong leadership skills. BNY...Suggested
- A leading financial institution in Boston is seeking a Fund Service Vice President to oversee fund accounting and administration. The role involves driving operational efficiency through process automation, managing a diverse team, and fostering stakeholder relationships...Suggested
$80k - $120k
...Leader is also responsible for supporting fund launches for both new and existing... ...(AP) relationships.The role is highly operational and partners closely with a broad range... ...Business Integration, Custody, Accounting, Transfer Agency, and Trade Management, to ensure a...Full timeWork at officeLocal area$88.5k - $147.5k
...team, you will support vivarium operations by managing an assigned... ...Details As needed, Ops team lead may need to work on weekends.... ...ActPfizer reports payments and other transfers of value to health care... ...Pfizer to provide government agencies with information such as a health...Permanent employmentFull timeH1bWork at officeLocal areaRemote workVisa sponsorshipWork visaRelocation packageWeekend work- ...Technologies is seeking a Director of Client Account Management - Transfer Agency in a hybrid setup across multiple U.S. locations, including... ...to achieve client service goals. You will work with auditors, lead departmental initiatives, coach the team, and serve as an...
- CLIENT OPERATIONS MANAGER Location: Boston, MA (4 days in office expectation). Responsibilities... ..., including leaders responsible for Transfer Agency oversight. Lead and coordinate the operational... .... Experience in client operations, fund services, transfer agency, or a...Work at office
$100k - $120k
...of the world’s largest fund administration and middle... ...experience. Take the lead and we’ll give you the... ...Accounting Manager to join our Operations team with a focus on... ...working knowledge of mutual fund accounting,... ...Managers) by recruitment agencies will not be accepted for...Work at officeWorldwide- Reworld Waste, LLC seeks a Transfer Station Operations Supervisor to lead daily high-volume operations, ensuring safety, regulatory compliance, and efficient waste handling. You will supervise about eight employees, coordinate heavy equipment use, and partner with maintenance...
- ..., Formlabs is now one of the leading 3D printer manufacturers in the... .... The Customer Strategy and Operations team drives key go to market... ...Medical, Dental, Vision) Low cost fund options in our 401K and... ...disability status. To all recruitment agencies: Formlabs does not accept...Work at officeFlexible hours
- Reworld is seeking a Transfer Station Operations Supervisor to lead the safe, compliant, and efficient daily operation of a high-volume solid waste transfer station. You will oversee site employees, contracted operators, waste haulers, equipment coordination, and housekeeping...
$89.99k - $137.13k
...achieve. Together.SummaryThe Client Accounts Operations Lead, working in collaboration with and in... ...for deferrals, write-offs, and time transfers. Field billing inquiries from adjacent... ...please contact ****@*****.***.Agency applications will not be considered.No...Full timeTemporary workInterim roleWork at officeRemote workRelocationVisa sponsorshipRelocation package$120k - $150k
...inclusion that promotes mutual respect among all... ...Director, Enterprise Operations & Strategy will report... ...Performance/Analytics, Transfer Agency, Treasury, Corporate Finance... ...Acts, Collateralized Fund Obligations (CFO),... ..., with the ability to lead or facilitate group efforts...Full timeWork at officeLocal areaRemote work1 day per week$100k - $120k
Apex Group Ltd in Boston, MA seeks a Fund Accounting Manager focused on ETF operations. The role requires 3+ years ETF operations experience and 5-7+ years total industry experience, with hands‑on responsibility for daily activities, issue resolution, and control processes...Work at office$200k
Treasury Operations Manager - Leading PE firm (up to $200k+ total package) Overview: We are seeking a detail... ...in treasury operations, wire transfers, and liquidity management, and want to... ...Finance, and Deal Teams to ensure timely fundings, capital calls, and distributions...Full timeFlexible hours- ...seeking a Senior Project Manager within Capital Planning to oversee funding aspects of multiple school projects through design, construction... ...knowledge, strong analytical skills, and the ability to lead cross-department collaboration with districts and #J-18808-Ljbffr...
$72k - $130k
...in 1999, Audax Group is a leading alternative investment manager... ...middle market companies, operating through three business... ...documents, and the flow of funds while executing wire transfers. The role entails working... ...a third-party recruiting agency not currently under a signed...Full timeContract work- Northeastern University in Boston seeks an Associate Director of Contracts to lead the technology transfer contracts function within CRI. You will draft, negotiate, and manage technology transfer, licensing, and related agreements with faculty, industry partners, and sponsors...Contract work
- Liberty Mutual in Boston, MA is seeking a Senior Business Analyst/Project Manager I in Business Operations for Enterprise Strategy & Innovation. The role combines operations, analytics... ...a hybrid work model at our headquarters. Lead performance scorecards, meetings, vendor...
$57k
...Organization Overview GreenLight Fund is a national nonprofit with a local focus that partners with communities to create opportunities... ...GreenLight Fund seeks a proactive, highly organized Operations Coordinator to support day-to-day administrative, operational,...Temporary workLocal areaVisa sponsorshipWork visa- ...Channel Outdoor Job Summary: The Assistant Operations Manager assists the Operations Manager... .... Represents the company at local agency hearings, inquiries, inspections, etc. as... ...discovering shared interests and finding mutually acceptable solutions. Planning and Organizing...Temporary workWork experience placementWork at officeLocal areaFlexible hours
- ...Director, Treasury and Revenue Operations (2600058I) Job Description... ...the inflows and outflows of funds associated with the Unemployment... .... Management of wire transfers to the Unemployment Insurance... ...and annual tax liabilities for agencies. Supervision of reconciliation...Full timePart timeApprenticeshipWork experience placementRemote workShift work
$150k - $190k
Stage is looking for an experienced Operations Manager to handle asset rebalancing settlements in Boston. You... ...critical operational processes, including asset transfer management and collateral operations, while leading a team and driving process improvement through technology...- ...Project Management Area Lead. The successful candidate may work from a mutually acceptable location... ...and complex business and operations climate.As one of the world... ...PM plans for internal transfers and new external hires.... ...regarding company funds, resources and conduct,...Contract workFor subcontractorLocal areaRemote work
$53.62k - $75.73k
Operations and Program Manager - College of Social Sciences... ...well as with faculty leads on project... ...expenses, multiple accounts, transfers, and reimbursements; and... ...activities, including grant funded projects, and... ...proposals to federal agencies, proposals to foundations...Work experience placementFlexible hours$107.5k - $204.5k
...Immigration Status Requirements:Active and transferable U.S. government issued security... ...problems. With our three market leading businesses, world-class operations and investments in research and... ...that includes employer matching funds and separate employer retirement contribution...Contract workTemporary workWork experience placementRemote workWorldwideRelocation packageFlexible hours- Allen & Gerritsen in Boston is looking for an Ad Operations Specialist to ensure the successful execution of media campaigns across digital... ...assurance, and tracking implementation. Join an innovative agency where creativity and cooperation drive success. #J-18808-Ljbffr...
- ...Team Leader, AP Services to oversee ETF order taking and settlement, while supporting fund launches and managing Authorized Participant relationships. The role is deeply operational and collaborates with multiple BBH teams to ensure a seamless client experience. The ideal...
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