Transfer Agency Oversight Lead

 Location: Edinburgh
 Salary: Excellent
 Job type: Permanent
 Closes: closed

Transfer Agency Oversight Lead

Excellent Salary




Meraki Talent’s Investment Management client are shortlisting for a Transfer Agency Oversight lead. Responsible for the oversight of TA operations carried out for EMEA domiciled funds.


Responsibilities of the Transfer Agency Oversight Lead (Investment Management):

-Manage the relationship with the business’s TA provider

-Complete oversight checks

-Investigate day to day operations queries/issues

-Conduct service reviews and monitor performance vs KPIs


Background of the Transfer Agency Oversight Lead (Investment Management):

-Experience in either a TA processing or oversight role

-Experience of cash/liquidity, a bonus

-Presence for action

-Strong client service focus and the ability to manage vendor relationships

Is this job for you? At Meraki, we love recruitment and love words. Is this you?

Ben wants: Transfer Agency, Asset Management


If you feel like this exciting opportunity is of interest, please apply directly via this advert or get in contact with me on or 0131 297 2712 for a confidential chat if you would like more details


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Oversight Transfer Agent

Meraki Talent values diversity in our own workforce and we actively support our clients to build diverse and inclusive workplaces. For all our roles, both internal and those on behalf of our clients, we welcome enquiries from everyone

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Ben Shore

After graduating from the University of Edinburgh, Ben joined Enterprise-Rent-A-Car’s graduate management development programme where he spent five years before making the move into recruitment. Ben joined Meraki Talent in 2018 to focus on permanent roles within the investment operations and asset servicing space, primarily in Edinburgh but with a Scotland wide remit.