Advise clients active in the TA industry and support them in coping with their operational, business, technological or regulatory challenges
Job Summary
Advise clients active in the TA industry and support them in coping with their operational, business, technological or regulatory challenges.
Analyse/optimise TA business processes and support during the implementation of best practices, systems and regulatory changes.
Become recognized as expert for TA processes, their critical analysis and improvement – in this role you will be focusing on identifying gaps, inefficiencies, shortcomings, potential non-compliance, opportunities for improvements.
Matching Summary
Advise clients active in the TA industry and support them in coping with their operational, business, technological or regulatory challenges.
Skills & Requirements
Must-have
Transfer Agent business knowledge
TA domain expertise
Investment fund structures
Luxembourg Finance industry
TA business models
AML / KYC context
Nice-to-have
Analytical mindset
Strategic guidelines
People skills
Intellectual curiosity
Flexibility and independence
Adaptability to change
Key Requirements
Master's degree in Business Administration, Finance, Economics
5+ years of professional experience in TA industry consulting
Deep understanding of Luxembourg's regulatory framework for TAs