State Street
Financial Services
TransferAgencyTeamLead
“Transfer Agency - Team Lead at State Street. Skills: transfer agency operations, investor servicing, regulatory requirements, AML/KYC. Oversee the processing of investor subscriptions, redemptions, transfers, and switches, ensuring all transactions adhere to regulatory and internal compliance standards. Review and authorise daily transaction reports and reconciliations, identifying and resolving discrepancies and exceptions”
What You'll Achieve.
ensuring the accurate and efficient administration of investor transactions and records; ensuring all transactions adhere to regulatory and internal compliance standards; providing prompt and professional resolution; ensuring accuracy and timeliness of management reports
Industry & Context.
Demonstrated problem-solving and analytical skills
Ready to work in any shift including night shift
What They're Looking For.
Must Have
Bachelor’s degree in Finance, Business, or a related discipline, Minimum of 5+ years’ experience in transfer agency operations, understanding of fund structures, investor servicing, and regulatory requirements (including AML/KYC), Proficient in using transfer agency systems and Microsoft Office applications, Excellent attention to detail and organisational skills, Effective communication and interpersonal abilities, with a customer-focused approach, Ability to manage priorities and work under pressure to meet deadlines, Demonstrated problem-solving and analytical skills, Commitment to maintaining confidentiality and data protection standards
Nice to Have
Preferable location Chennai, Mutual Fund and Capital Market knowledge is added advantage
What You'll Do.
Oversee the processing of investor subscriptions
ensuring all transactions adhere to regulatory and internal compliance standards
Review and authorise daily transaction reports and reconciliations
identifying and resolving discrepancies and exceptions
Act as a point of escalation for complex investor queries
providing prompt and professional resolution
Assist in the implementation and monitoring of anti-money laundering (AML) and know-your-customer (KYC) procedures
Support the onboarding of new funds and clients
liaising with internal departments and third-party service providers
Contribute to the development and documentation of standard operating procedures and process improvements
Mentor and train junior associates
providing guidance and support in their professional development
Prepare and deliver regular management reports
ensuring accuracy and timeliness
Participate in system upgrades
user acceptance testing
and other projects as required
Maintain up-to-date knowledge of relevant regulations
How You'll Work.
Team & Collaboration
liaising with internal departments and third-party service providers; Mentor and train junior associates, providing guidance and support in their professional development
Communication Scope
good verbal & written communication; Effective communication and interpersonal abilities
Process & Methodology
Ability to manage priorities and work under pressure to meet deadlines
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