AIA
Financial Services
Sr.Specialist,TransferAgent
Neural analysis suggests this role is
optimal for Senior candidates.
“Sr. Specialist, Transfer Agent at AIA. Skills: Transfer agent, Asset management, Operations. Manage share registration. Manage investor account setup”
Industry & Context.
Resolve exceptions
What They're Looking For.
Must Have
3+ years of working experience in investment operations, business sense and understanding of financial industry and investment, capabilities and working knowledge in reconciliation or data management
What You'll Do.
Manage share registration
Manage investor account setup
Manage daily maintenance for insurance asset management products
Perform daily system clearing operations
Process subscriptions
Process dividend distributions
Coordinate with clients
Coordinate with custodian banks
Coordinate with internal teams
Maintain product system parameters
Prepare registration-related support regulatory reports
Verify registration-related support regulatory reports
Participate in system testing
Participate in go-live validation
Participate in operational process improvement
Respond to client inquiries
Respond to partner inquiries
Draft related procedures
Maintain related procedures
Draft related manuals
Maintain related manuals
Perform other investment operations tasks
How You'll Work.
Team & Collaboration
Clients; Custodian banks; Product team; Risk team; Finance team
Full Job Description
**At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.** _It’s about finding new ways to not only better people 's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030._ _And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business._ **Sound like you? Then read on.** **About the Role** Accurately and efficiently manage registration, accounts, settlement, and clearing of insurance asset management products to ensure compliant and stable operations. **Roles and Responsibilities:** * Manage share registration, investor account setup, and daily maintenance for insurance asset management products (e.g., private debt plans, equity plans, segregated accounts, etc.); * Perform daily system clearing operations, including processing subscriptions, redemptions, dividend distributions, conversions, and non-trading transfers; * Coordinate effectively with clients, custodian banks, and internal teams (Product team, Risk, Finance) to ensure accurate and timely data exchange and fund settlement; * Maintain product system parameters to ensure consistency, accuracy, and timeliness of product configurations; * Prepare and verify registration-related reports; support regulatory reports, audits, and internal/external data requests; * Participate in related system testing, go-live validation, and operational process improvement initiatives; * Respond promptly to client and partner inquiries regarding account balances and holdings; resolve exceptions and ensure timely closure; * Draft and maintain related procedures\mannuals; * Other investment operations tasks assigned by team leader. **Minimum Job Requiremen
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