Finance Specialist - Transfer Agency

Job Summary

A company is looking for a Finance Specialist - Transfer Agency (TA) & Bond Accounting Principles.

Key Responsibilities

• Manage Transfer Agency operations including investor onboarding and recordkeeping
• Oversee bond accounting processes and ensure compliance with accounting standards
• Utilize ETL tools for data migration and support cloud-based financial platforms

Required Qualifications

• Strong experience with Transfer Agency operations and Bond Accounting Principles
• Prior experience with US Government bond auction platforms
• Knowledge of DTC and Fedwire settlement processes
• Certification in Business Analysis or relevant finance qualification
• Experience with agile delivery in financial services transformation projects