Investment Services Associate (Transfer Agent)
Kforce
Kforce has a client in Brooklyn, NY that is seeking an Investment Services Associate (Transfer Agent).
Summary:
We are seeking a detail-oriented and client-focused Investment Services Associate (Transfer Agent) to join our growing team. This role plays a vital part in processing investor transactions and maintaining the integrity of client data across our investment platforms. The ideal candidate will bring a strong operational background, particularly in alternative investments, and be comfortable working with legal documents and financial systems.
Key Responsibilities:
* Process investor-level transactions, including registrations, account updates, subscriptions, redemptions, and wire transfers
* Review and validate legal documentation to ensure compliance with internal standards and industry regulations
* Communicate directly with clients and investors to collect missing information and clarify documentation requirements
* Accurately extract, analyze, and input data into core investment systems
* Collaborate with internal teams to manage and track subscription and redemption booklets
* Maintain up-to-date knowledge of alternative investment structures and processes
* Ensure timely and accurate completion of assigned tasks within regulatory and internal deadlines
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