Sr. Specialist, Transfer Agent

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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 tim...