Director of Transfer Agency

il y a 1 mois


Luxembourg IDR Group Temps plein

We are a rapidly scaling, regulated fund services and technology (fintech) company. Our vision is to be the trusted hub of the private markets, allowing investors to authenticate once across all of their private equity investments. We deliver efficiently, accurately and on time through our web platform which we develop in-house.

We operate as #OneGlobalThread in line with our values: We **challenge** the norm, we **change** the way we think and work, by **connecting** systems and people, while **committing** to our vision and each other. We are now looking to recruit an experienced Head of Transfer Agency to join our global team.

**Position Overview**:
**Key Responsibilities**:

- Act as Authorised Manager of our (to be) licensed PSF with overall responsibility for UCI administration tasks and oversight of any outsourced activities
- Revenue Growth and Business Development:

- Develop and execute strategies to drive revenue growth, including launching new services and securing new clients for transfer agency services globally.
- Build a pipeline of opportunities to onboard new logos and expand market share.
- Partner with sales and business development teams to position transfer agency services as a key offering.

**Core Transfer Agency Delivery requirements**:

- Lead all aspects of transfer agency services, including:

- Maintaining the investor register: Accurate record-keeping of investors and their holdings.
- Cash flow management: Manage payment processing into and out of funds.
- Investor reporting: Deliver timely and transparent updates on investor stakes.
- Ensure smooth execution of securities transactions, including issuance, transfer, and cancellation.
- Develop robust processes to ensure data accuracy, compliance, and operational efficiency.
- Oversee intra-group outsourcing and ensure all tasks are being completed to an appropriate standard in compliance with our controls framework

**Leadership and Strategic Vision**:

- Support the process of scaling a high-performing transfer agency team that delivers on business objectives.
- Drive alignment with the broader organisation, ensuring transfer agency services integrate seamlessly with other offerings.
- Educate and collaborate across teams to maximise the commercial potential of the function.

**Client Service and Relationship Management**:

- Build and maintain strong relationships with clients, offering expert guidance and tailored solutions.
- Act as a trusted partner to clients, ensuring their needs are met with excellence.
- Proactively resolve inquiries and deliver exceptional client experiences.

**Compliance and Risk Management**:

- Stay ahead of Luxembourg and global regulations to ensure transfer agency operations meet all legal and compliance standards in our key jurisdictions.
- Conduct audits, implement controls, and maintain a proactive approach to managing risks.
- Liaise with regulatory bodies and oversee timely reporting.

**Technology and Innovation**:

- Drive the adoption of innovative technologies to enhance service delivery and operational scalability.
- Collaborate with internal teams to develop tools and systems that meet evolving client and business needs.
- Continuously identify opportunities for efficiency and service improvement.

**Qualifications**:

- Bachelor’s degree in Finance, Business Administration, or a related field (MBA preferred).
- Extensive experience in transfer agency operations with a track record of driving revenue and business growth.
- Strong expertise in private markets, including regulatory and compliance requirements.
- Proven ability to lead and develop high-performing teams in a commercial environment.
- Exceptional client service and relationship management skills.
- Strategic thinker with a focus on innovation and operational efficiency.
- Technologically savvy, with experience leveraging tools to optimize performance.
- An accountancy or audit background is beneficial.

**Key Results Areas**:

- Drive Revenue: Launch new services and onboard clients, positioning the transfer agency as a core revenue generator.
- Operational Excellence: Maintain the highest standards in transaction accuracy, client service, and compliance.
- Team Leadership: Build and mentor a cohesive, high-performing team aligned with the company's vision.
- Innovation: Continuously enhance processes and services to meet evolving client and market demands.

**Benefits**:

- Competitive compensation package
- Comprehensive health, dental, and vision benefits.
- Flexibility in work arrangements, accommodating remote work options.
- Opportunities for professional growth and career advancement.


  • Head of Transfer Agency

    Il y a 2 mois


    Luxembourg Findel Airport IDR Group Temps plein

    We are a rapidly scaling, regulated fund services and technology (fintech) company. Our vision is to be the trusted hub of the private markets, allowing investors to authenticate once across all of their private equity investments. We deliver efficiently, accurately and on time through our web platform which we develop in-house. We operate as...

  • Head of Transfer Agency

    Il y a 4 mois


    Luxembourg Findel Airport IDR Group Temps plein

    We are a rapidly scaling fintech company changing the way the private markets operate. We are on a mission to be the trusted hub of the private markets, to allow investors a single access token to the private markets. Our platform leverages cutting-edge technology to revolutionize the private markets investor journey. We do this by living true to our core...

  • Transfer Agency

    il y a 24 heures


    Luxembourg Funds Talent Temps plein

    **Transfer Agency - Associate** **Luxembourg** **About the role** We are looking for an Experienced Transfer Agency to join a commercial real estate firm based in Luxembourg. You will be responsible for day-to-day Registrar and Transfer Agent tasks for client’s Luxembourg based funds and you will be prepare and execute corporate, regulatory compliance...

  • Transfer Agency Manager

    Il y a 7 mois


    Luxembourg Funds Talent Temps plein

    **Summary**: My client is a leading real estate firm with a global presence, dedicated to providing top-notch solutions in asset management and investment services. As part of our continuous growth, we are seeking a highly skilled and experienced Transfer Agency Manager to join our dynamic team in Luxembourg. You will be reporting to the Senior Manager and...


  • Luxembourg The Bank of New York Mellon Corporation Temps plein

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...


  • Luxembourg Redbridge Recruitment Temps plein

    Job Title: Transfer Agency Senior Administrator - Reference: Transfer Agency Senior Administrator - Town/City: Luxembourg - Contract Type: Permanent Redbridge Recruitment is helping an international service provider that deliver a wide range of accounting and administrative services to a growing number of corporate customers in Real Estate and Private...


  • Luxembourg JTC Group Temps plein

    **Join JTC where your contribution will be valued.**: We currently have an exciting opportunity for a Transfer Agency Senior Administrator to join our team in Luxembourg. In order to reinforce our dynamic and growing team, we are currently looking for a TA Senior Administrator to administer the Transfer Agency clients. **Main Responsibilities and...

  • Transfer Agency

    Il y a 7 mois


    Luxembourg Engelwood Group Temps plein

    **Engelwood Fund & Corporate Services S.A. - **TRANSFER AGENCY - Corporate Officer**: *** **Engelwood Fund & Corporate Services S.A. is an independent financial and corporate services provider, based in Luxembourg, with headquarters located in Luxembourg city and part of the Engelwood network, built up around the One Stop Shop concept, providing tailored...


  • Luxembourg State Street Temps plein

    **Job Title**: Transfer Agent **Grade**: Senior Associate **Primary Location**: Luxembourg **Business Unit**: Transfer Agency **Department**: Dealing **Line Manager**: Officer **Specific duties**: **Main purpose of role**: The individual delivers against goals and targets set by the Manager acting within defined procedures. The role is an SME/Business...

  • Transfer Agency Manager

    il y a 7 jours


    Luxembourg U.S. Bank National Association Temps plein

    A leader in the payments industry, Elavon provides end-to-end payment processing solutions and services to more than one million merchants around the world. If you want to make a difference in your life, your community and your world, join us at Elavon. We know our company is only as strong as our people, and we are committed to your professional growth and...


  • Luxembourg Funds Talent Temps plein

    **Senior Transfer Agency Officer** **Luxembourg** **About the role** Fantastic opportunity to join my client providing private banking, wealth management, investment, and advisory services We are looking for a strong and autonomous Senior Transfer Agency Officer. You will be dealing with investors on-boarding and to maintain the shareholders’ register...


  • Luxembourg Brown Brothers Harriman Temps plein

    What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and...

  • Transfer Agency Manager

    il y a 4 semaines


    Luxembourg U.S. Bank National Association Temps plein

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive. We believe it takes all of us to bring our shared...


  • Luxembourg Funds Talent Temps plein

    **Transfer Agency AML/KYC - Analyst** **PE Fund Admin House** **Luxembourg** Fantastic opportunity to join a Private Equity Fund Admin House as a Transfer Agency AML/KYC - Analyst. The role sits within the Registration and Transfer agent Department, which currently consists of five employees reporting to the Head of Department. As an AML-KYC Analyst, you...


  • Luxembourg Brown Brothers Harriman Temps plein

    What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and...

  • Product Owner

    Il y a 2 mois


    Luxembourg UBS Temps plein

    Luxembourg - Business development - Personal & Corporate Banking **Job Reference #** - 305985BR **City** - Luxembourg **Job Type** - Full Time **Your role** - We’re looking for a Product Owner of our Transfer Agency Solution and Services to: - Support the “Lead Product Owner” for the product vision, the backlog prioritization and the roadmap of...


  • Luxembourg Funds Talent Temps plein

    **Transfer Agency AML/KYC Officer** **Location: Luxembourg** About the role Looking for TA - AML Officer to join their growing AML/KYC Transfer Agency team. This is a fantastic opportunity with a globally recognised private equity house. You will be involved in new business and in maintaining with accordance to AML/KYC regulations. You will be part of a...

  • Vice President

    Il y a 7 mois


    Luxembourg JPMorgan Chase & Co Temps plein

    **JOB DESCRIPTION** Posting description**: As our new Vice President, you will step into an exciting client-facing role based in Luxembourg that partners closely with the Client Services team as the Transfer Agency primary point of contact for JP Morgan Bank Fund Clients. This role serves as the main communication point for the Client(s) on all Transfer...


  • Luxembourg U.S. Bank National Association Temps plein

    A leader in the payments industry, Elavon provides end-to-end payment processing solutions and services to more than one million merchants around the world. If you want to make a difference in your life, your community and your world, join us at Elavon. We know our company is only as strong as our people, and we are committed to your professional growth and...


  • Luxembourg U.S. Bank National Association Temps plein

    A leader in the payments industry, Elavon provides end-to-end payment processing solutions and services to more than one million merchants around the world. If you want to make a difference in your life, your community and your world, join us at Elavon. We know our company is only as strong as our people, and we are committed to your professional growth and...