Investor Services Operations – Transfer Agency Specialist
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Investor Services Operations – Transfer Agency Specialist to join our Alternatives Transfer Agency team. This role is located in Dublin, Ireland.
In this role, you’ll make an impact in the following ways:
- Oversight for daily dealing cycles and investor lifecycle (onboarding coordination, subs/reds, register updates), with a client-obsessed focus on accuracy and timeliness.
- Own workflow management and capacity planning; deliver to SLAs and cut-offs; Own It on escalations and remediation.
- Review/sign-off core outputs; ensure data integrity across TA platforms, reinforcing a strong control mindset.
- Coordinate with AML/KYC for investor due diligence (policy and exceptions), balancing risk control with client experience.
- Coordinate with FATCA/CRS Teams for data and reporting obligations; maintain complete, accurate records and timely submissions.
- Interface with Client Service for escalations and service reviews; anticipate client needs and spark progress through insights and feedback loops.
- Oversee cash flow handoffs and reconciliations with custodians/administrators; ensure smooth operations and clear accountability.
- Administer fund/share-class terms and events per prospectus and governing docs, including corporate actions and fee changes.
- Drive process simplification and automation (workflow tools, relevant AI use cases), staying curious about new ways to improve efficiency and quality.
- Partner with Product/Technology on enhancements; define requirements, lead UAT testing, and measure impact to run our company better.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required.
- Experience in transfer agency operations preferred.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
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Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune, 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
