Bachelor’s degree in Finance, Business Administration, or related field. MBA preferred
Expert experience in transfer agent operations with strong private markets background
Proven leadership experience managing and developing a high-performing team
In-depth knowledge of securities regulations and compliance requirements
Exceptional client service skills with a track record of strong client relationships
Strong analytical and problem-solving abilities
Excellent communication and interpersonal skills
Proficiency in using technology to streamline operations and improve service delivery
What the job involves
Leading transfer agency operations with a strategic vision and ensuring accurate and efficient processing of securities transactions and investor records.
Providing exceptional service to clients, maintaining strong client relationships, and delivering tailored solutions.
Staying abreast of industry regulations and ensuring compliance, leveraging technology to enhance operations, and driving continuous improvement through innovative solutions.
IDR is the trusted hub of the private markets, transforming investor onboarding with a single access token. Investors benefit from universally compliant authentication across private market portfolios, while fund managers raise bigger funds faster and at lower costs through access to a wider pool of pre-approved investors. Supporting every aspect of the investment journey, IDR integrates fund subscription, KYC, tax, and MLRO services on one platform, enhanced by expert live support. Join over 40,000 investors and 300 managers connected through our hub.
Company benefits
Competitive compensation package
Comprehensive health dental vision benefits
Flexibility in work arrangements remote work options
Opportunities for professional growth and career advancement