Senior Investor Transfer Operations Lead

Mphasis; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Mphasis seeks an experienced Investor Relations Specialist to support our Alternatives/Private Markets business with a focus on investor transfer activity. You will be the primary contact for investors, fund managers, and internal teams, ensuring transfers and ownership changes are processed accurately and in line with governing documents and regulations.

You will collaborate with fund administrators, legal, compliance, and operations to streamline workflows, maintain records, and improve

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, Economics, or a related field.
• 4–6 years of experience in investor relations, transfer agency, fund administration, or private markets operations.
• Strong knowledge of private equity, private credit, real estate, infrastructure, or other alternative investment products.
• Experience managing investor transfers, secondary transactions, ownership changes, or investor recordkeeping.
• Familiarity with subscription documents, transfer agreements, fund governing documents, and KYC/AML requirements.
• Knowledge of Publicly Traded Partnerships (PTP) is a plus.
• Excellent organizational, communication, and stakeholder management skills.
• Strong analytical and problem-solving abilities with exceptional attention to detail.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Proficiency with Microsoft Office, particularly Excel, and experience with investor servicing or transfer agency platforms is preferred.

Responsibilities

• Manage end-to-end investor transfer process, including reviewing documentation and coordinating approvals.
• Partner with fund administrators, legal, compliance, and internal teams to facilitate transfers and ownership changes.
• Review and validate transfer documentation for completeness and regulatory compliance.
• Serve as primary contact for investors, investment managers, and intermediaries on transfer requests.
• Coordinate onboarding requirements for transfers, including KYC/AML where applicable.
• Maintain accurate investor records across transfer agency and servicing platforms.
• Monitor SLAs and manage high-priority/complex transfer requests.
• Identify opportunities to streamline manual processes and improve controls.
• Develop and maintain process documentation, SOPs, and training materials.
• Support cross-functional projects and regulatory initiatives in investor servicing and private markets.
• Mentor junior team members and share best practices.

Skills

Investor relations

Transfer processing

Stakeholder management

Analytical thinking

Attention to detail

Organizational skills

Education

Bachelor’s degree in Finance or related field

Tools

Excel

Transfer agency platforms

Fund administration systems

Job description

Mphasis seeks an experienced Investor Relations Specialist to support our Alternatives/Private Markets business with a focus on investor transfer activity. You will be the primary contact for investors, fund managers, and internal teams, ensuring transfers and ownership changes are processed accurately and in line with governing documents and regulations.

You will collaborate with fund administrators, legal, compliance, and operations to streamline workflows, maintain records, and improve