As the overseer of Transfer Agencies and Third Party Administrators, you ensure service excellence within a governance framework. You’ll monitor SLAs, KPIs, and distribution expenses across UK, Luxembourg, and Ireland fund ranges, collaborating with TPAs to uphold high client service. Your role combines governance, due diligence, and cross-functional coordination to drive standardized, compliant operations. This is a hands-on, impact-focused position within a London team that partners across offices to manage outsourcing risk and continuous improvement. You’ll contribute to shaping robust TA controls and client experience in a global asset management environment.
Pay / Benefits
Hybrid working
Generous holiday policies
Health and wellbeing benefits including Wellhub
Volunteer time off
Professional development and tuition reimbursement
Parental leave and family services
Responsibilities
Monitor service standards of TA/TPAs to ensure excellent client service
Oversee and perform client rebate calculations
Lead and resolve queries from internal/external parties and TPAs
Conduct standardized TPA monitoring and due diligence reviews (desk-based and on-site)
Collaborate to standardize processes across product types and fund ranges
Review and enhance processes to improve client service
Produce management information (MI) reporting as required
Build and maintain relationships with TPA client service and relationship management teams
Share knowledge and cross-train team members
Support cross-training plans and stay updated on industry trends
Participate in client operational due diligence meetings and interact with global offices as needed
Key requirements
Analytical with ability to assess evolving situations and drive change
Ability to set objectives, plan effectively, and manage resources against deadlines
Decision-making and accountability for actions and projects
Strong negotiation and influencing skills with stakeholder buy-in
Clear communication and presentation capabilities
Numerical data analysis and problem solving
Ability to identify business opportunities and generate solutions
Relationship building and cross-functional collaboration
We use essential cookies to make this site work. With your permission we would also like to use the optional cookies below. Nothing optional is set until you choose, and you can change your mind at any time from "Cookie settings" at the bottom of every page. Cookie policy.
Essential — keep the site working and secure, and remember the choice you make here. Always on.