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Operations/Transfer Agency Analyst

  • Compensation: $70,000 - $110,000 Per Year Plus Bonus
  • Location: Boston, Massachusetts
  • Type: Perm
  • Job #21572

A private equity firm with offices in Greater Boston and New York is hiring an Operations – Transfer Agency Analyst to join their small investor relations team. 


  • Work closely with the investor relations team to provide operational/data support
  • Manage month-end process with transfer agency and provide feedback in monthly recap call
  • Handle TA issues/client service – investor logins, change of address, adding interested parties
  • Handle wire changes and audit confirms
  • Assist with RFP, data request, and marketing materials


  • Targeting candidates with 2-8 years of experience within transfer agency operations
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