Consultant, Transfer agency
Core
Lead consultant and project manager for new business implementation in transfer agency, managing fund launches, migrations, and operational model building for new clients.
Role type
Senior IC transfer agency consultant (new business implementation)
Builds
TA operational models, fund documentation, and production environments for new funds and fund events
Domain
Wealth management / Asset servicing / Transfer Agency
Required skills
Project management, Fund documentation review, Client interaction, Fund type knowledge (UCITS, ELTIFs, RAIF-SIF, PE/RE), TA platform setup, Fund event delivery, Ops team training
Preferred skills
Multifonds experience, German language, Retrocessions/Trailer Fees knowledge, System migration, Advanced Excel, Testing, TA operational knowledge (AML, Registration, Dealing, Cash)