Transfer Agency Consultant (New Business Implementation)

About the role

Northern Trust is hiring a Transfer Agency Consultant focused on new business implementation. The consultant works mostly independently under general supervision, leads large and complex projects and acts as first point of reference for day-to-day queries. The role involves direct interaction with committees and senior management, and may include training lower-level staff.

Key responsibilities

• Lead large-scale projects such as fund, sub-fund and share class launches and fund migrations into the transfer agency (TA) area for new and existing clients
• Coordinate across multiple teams (TA, FA, Custody, etc.)
• Review fund documentation (prospectuses, articles, application forms) and help clients draft it
• Build TA operation models to support new clients and their requirements
• Set up funds in TA platforms and deliver fund events (restructuring, name or cycle changes, liquidations) into production environments
• Train operations teams on new fund models

Required profile

• Able to lead large-scale projects and coordinate multiple teams
• Comfortable reviewing fund documentation and working directly with clients and external parties
• Familiar with a broad range of fund types across multiple domiciles (ELTIFs, RAIF-SIF, UCITS, PE/RE, etc.)
• Knowledge of multifonds, retrocessions/trailer fees and prior TA operational knowledge (AML, registration, dealing and cash) is an asset

Required skills

• Fluent German is an asset
• High-level technical knowledge (system migration, advanced Excel, testing) is an asset

The posting also describes the Luxembourg office, which opened in 2004 and now has over 400 people, and states that Northern Trust provides reasonable accommodation for health conditions and disabilities.