Transfer Agency and Tokenization - Investment Management Manager

Enterprise Operations & Risk - Transfer Agency and Tokenization - Investment Management Manager

Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization.

Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.

Work you'll do

As a Transfer Agency and Tokenization - Investment Management Manager on the Enterprise Operations & Risk team, you will be responsible for:


* Lead assessments of business, operational, regulatory, and technology risks across transfer agency operations and direct the development of risk mitigation strategies.


* Manage workstreams that strengthen transfer agency operations, including investor account administration, securities transaction processing, shareholder recordkeeping, and shareholder reporting.


* Evaluate the effects of tokenization, automation, artificial intelligence, and machine learning on operational controls, data quality, and process resilience.


* Oversee the development and quality review of operating model assessments, current-state and future-state process maps, control inventories, key risk indicators (KRIs), service-level agreements (SLAs), operating-level agreements (OLAs), vendor oversight artifacts, and procedure documentation.


* Lead client discussions on operating model trends, outsourcing and insourcing considerations, vendor capabilities, and market practices affecting transfer agents; contribute to proposal development and practice initiatives.

A successful candidate would possess these skills:


* Ability to work independently and collaborate as part of a team


* Effective written and verbal communication skills


* Meticulous attention to detail and quality of work product


* Ability to build and sustain professional relationships


* Ability to lead projects or workstreams


* Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment


* Strong interpersonal skills and professional demeanor


* Ability to meet deadlines


* Ability to mentor and provide clear guidance to others

The team

Our Enterprise Operations & Risk offering enables clients to achieve profitable growth and competitive advantage by optimizing "heart of the business" operations.

We leverage deep domain expertise to extend enterprise resilience, agility and remediation.

Our professionals address client needs which span the organization and impact strategy, operations, performance and reputation.

Qualifications

Required:


* Bachelor's degree and 5+ years of experience in financial services or consulting, including investment management, fund administration, or back-office operations.


* Experience with transfer agency processes, including trade proc...