Transfer Agency Operational Oversight Technical Operations Manager – Global Funds Services at Alpine Investors

York, England, United Kingdom

Alpine Investors Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset Management, Funds ServicesIndustries

Requirements

  • Strong understanding of transfer agency operations, fund structures, and third-party oversight
  • Proven ability to manage change and deliver operational improvements
  • Excellent stakeholder management, communication, and analytical skills, including MI reporting and risk management
  • Industry experience, with a track record of meeting deadlines and managing workloads in a deadline-oriented environment
  • Industry-related qualifications (e.g., IOC or IMC) are helpful

Responsibilities

  • Managing the oversight of a number of Aviva Investors UK Fund Services key suppliers
  • Helping to deliver a wide-ranging and varied programme of change activity
  • Liaising with all involved parties and stakeholders of the Transfer Agency process both internally and with the supplier
  • Ensuring high levels of service are maintained for clients
  • Maintaining all applicable risks and controls

Skills

Key technologies and capabilities for this role

Transfer Agency OperationsThird-Party OversightChange ManagementStakeholder ManagementRisk ManagementMI ReportingFund StructuresOperational Excellence

Questions & Answers

Common questions about this position

What benefits are offered for this role?

Benefits include a generous pension scheme with Aviva contributing up to 14%, eligibility for annual performance bonus, family friendly parental and carer’s leave, generous holiday entitlement plus bank holidays with option to buy/sell up to 5 days, up to 40% discount on Aviva products, flexible benefits like electric cars, Aviva Matching Share Plan, Save As You Earn scheme, and 21 volunteering hours per year.

Is this a remote or hybrid role, and what's the location policy?

Most people are smart working, spending around 60% of their time in offices and 40% at home. The company flexes locations, hours, and working patterns to suit customers, business, and you.

What key skills and experience are required for this position?

Candidates need a strong understanding of transfer agency operations, fund structures, and third-party oversight; proven ability to manage change and deliver operational improvements; excellent stakeholder management, communication, and analytical skills including MI reporting and risk management; plus industry experience with a track record of meeting deadlines.

What is the company culture like at Aviva Investors?

Aviva is inclusive, welcoming everyone from diverse backgrounds, and encourages applications even if you don't tick every box. They support flexible working, interview every disabled applicant who meets minimum criteria, and promote job sharing.

What makes a strong candidate for this role?

A strong candidate has a background in transfer agency operations, third-party oversight, and change management, with industry experience and qualifications like IOC or IMC. Even if you don't meet every requirement, the company encourages applications from diverse backgrounds.

Alpine Investors

Investment firm specializing in software and services

About Alpine Investors

Alpine Investors specializes in investing in software and services businesses, focusing on executing powerful transitions and scaling through change with a PeopleFirst operating philosophy. The main technologies/methods used in their product include software and services for executing transitions and scaling through change.

San Francisco, CaliforniaHeadquarters
2001Year Founded
$205.5MTotal Funding
VENTURE_UNKNOWNCompany Stage
Consulting, Enterprise Software, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Flexible Work Hours

Risks

Increased competition in medical software could challenge Alpine's similar investments.
Potential talent drain as key personnel leave Alpine for other firms.
Rapid expansion of Orion Group may lead to operational challenges and integration risks.

Differentiation

Alpine's PeopleFirst strategy includes a unique CEO-in-Residence program for leadership transitions.
Alpine Investors is a Certified B Corp, emphasizing environmental, social, and governance criteria.
Alpine specializes in middle-market software and services, leveraging digital transformation trends.

Upsides

Increasing demand for digital transformation boosts Alpine's software and services investments.
CEO-in-Residence programs are gaining traction, aligning with Alpine's PeopleFirst strategy.
Alpine's focus on ESG criteria enhances its reputation and attracts responsible investors.

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