Training Delivery
- Conduct onboarding and process training for new hires across Alternative Investments Transfer Agency operations.
- Deliver refresher training sessions to existing staff to strengthen knowledge on processes, compliance, and client-specific requirements.
- Facilitate cross-training programs to build multi-skill capability across functions (subscriptions, redemptions, capital calls, distributions, investor onboarding, AML/KYC, reporting).
Content Development
- Create, update, and maintain Standard Operating Procedures (SOPs), training manuals, and e-learning modules.
- Collaborate with Operations Managers and Client Relationship Managers to incorporate client-specific workflows and regulatory updates into training material.
Quality Compliance
- Reinforce quality standards, risk controls, and compliance guidelines during training sessions.
- Partner with the Quality team to identify recurring errors and develop corrective training interventions.
Performance Support
- Provide floor support and coaching to employees during transition periods.
- Conduct post-training assessments and track progress to ensure knowledge transfer effectiveness.
- Share regular feedback with supervisors and managers on staff performance gaps and training needs.
Stakeholder Collaboration
- Work closely with India and U.S. Operations Managers to align training objectives with business requirements.
- Coordinate with HR and Recruitment teams to support smooth onboarding of new staff.

Required Skills Competencies

Good knowledge of Alternative Investments Transfer Agency operations , including:
- Capital activity processing (subscriptions, redemptions, transfers)
- Private Equity/Real Estate fund calls and distributions
- Investor servicing, reporting, and reconciliations
- AML/KYC, FATCA/CRS, and other regulatory requirements
Prior experience in training, process mentoring, or quality assurance in a BPO/financial services environment.
Excellent communication and presentation skills.
Ability to simplify complex fund structures and operational workflows for new employees.
Strong analytical and problem-solving skills.
Proficiency in MS Office (Excel, PowerPoint, Word); exposure to LMS tools is an advantage.
Willing to work in US shifts (Night Shift)

Qualifications Experience

Bachelor s or Master s degree in Commerce, Finance, Accounting, or related field.
5+ years of experience in Alternative Investments/Transfer Agency operations, with at least 2 years in a training/mentoring role.
Experience working in a BPO/offshore environment supporting global clients.

Work Location

Hyderabad

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