Transfer Agent Expert
Core
Advise clients in the transfer agent (TA) industry on operational, business, technological, and regulatory challenges to optimize their fund structures.
Role type
Senior Associate Transfer Agent Expert (Advisory)
Builds
Tailored service offerings and operational improvements for investment funds (traditional/liquid and alternative/illiquid).
Domain
Financial Services / Transfer Agent Operations / Luxembourg Regulatory Framework
Deliverable
Client delivery
Required skills
Transfer agent business models and processes, investment fund industry knowledge, Luxembourg regulatory framework, TA value chain and service delivery, core TA systems and technical standards, AML/KYC and investor taxation, project management, training and coaching
Preferred skills
Knowledge of TA practices across European jurisdictions, understanding of distributed ledger technology, fluency in French or German
Technologies
Core TA systems/applications, distributed ledger technology
Responsibilities
Advise clients on TA operational and regulatory challenges, analyze and optimize TA business processes, develop and execute trainings for internal teams and clients, coach less experienced team members, screen regulatory changes for impact, represent the firm in industry working groups
Seniority
Senior Associate, hands-on IC with strategic guidelines
