AIA

Financial Services

Sr.Specialist,TransferAgent

$260–420k ~AI est. Shanghai, China FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Sr. Specialist, Transfer Agent at AIA. Skills: Transfer agent, Asset management, Operations. Manage share registration. Manage investor account setup”

Industry & Context.

Financial Services
Problems you'll solve

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

Free ATS check

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