Transfer Agent Expert

PwC UK

Luxembourg, Luxembourg
Transfer agent (ta) business knowledge
Ta operational framework
Ta business models
Advise clients active in the TA industry on operational, business, technological, or regulatory challenges

Job Summary

  • Advise clients active in the TA industry on operational, business, technological, or regulatory challenges.
  • Analyze and optimize TA business processes, support implementation of best practices, systems, and regulatory changes.
  • Develop and execute regular trainings internally and externally, and coach less experienced team members.

Matching Summary

Advise clients active in the TA industry on operational, business, technological, or regulatory challenges.

Skills & Requirements

Must-have

  • Transfer Agent (TA) business knowledge
  • TA operational framework
  • TA business models
  • TA value chain
  • AML/KYC requirements
  • Investor taxation challenges

Nice-to-have

  • Intellectual curiosity
  • Analytical mindset
  • Fast-paced international teams
  • Adaptable to change
  • People skills

Key Requirements

  • Master's degree in Business Administration, Finance, Economics
  • 5+ years of professional experience in TA consulting
  • Deep understanding of investment fund industry
  • Very good understanding of Luxembourg's Finance industry and regulatory framework
  • Solid knowledge of TA business models across European jurisdictions
  • Deep knowledge of TA service delivery and business interactions
  • Mastery of TA value chain, organization, processes, service catalogue
  • Very good understanding of TA systems/applications/technical standards
  • Highly proficient in English

Work Rights

Not specified

Tailored Resume

Cover Letter