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Full time
Operations & Project Management
MJ

Transfer Agent Oversight Associate

Mayford JamesLondon🇬🇧United KingdomPosted 16 Aug 2026

Why This Role Stands Out

This hybrid role at Mayford James offers you a fantastic opportunity to develop your oversight and stakeholder management skills within a reputable firm, with potential for significant career growth in fund operations. You'll thrive here if you have a solid understanding of the UK fund industry and transfer agency processes, and are eager to contribute to a dynamic team. Apply now to take your career to the next level!

Quick Overview

Work Type
Hybrid
Schedule
Full Time
Level
Mid Senior

Job Description

Responsibilities would include:

  1. Full management and oversight of the day today TA Agent
  2. Working closely with internal and External Stakeholders
  3. Review of Cash and Account Reconciliations
  4. Management and resolution of Issues and Incidents
  5. Reporting Oversight
  6. Documentation of all TA oversight processes
  7. Review monthly KPIs
  8. Prepare executive MI Reports

To be considered for this role you will have:

  1. Working knowledge of FAST and AWD
  2. Good knowledge of the UK fund industry
  3. Minimum of 5 years previous experience within an investment management firm within a Transfer Agency role
  4. An Understanding of FCA CASS rules

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