Transfer Agent Expert

About the role

PwC Luxembourg is hiring a Transfer Agent (TA) Expert (m/f/d) within its Advisory practice. The role suits an experienced specialist with extensive knowledge of the TA domain, who has previously worked as a Consultant and wants to build a tailored service offering that helps clients optimise their business in Advisory projects. The position covers all areas of operations and administration, with a focus on transfer agent processes for traditional/liquid and alternative/illiquid investment funds.

Key responsibilities

• Advise clients active in the TA industry on operational, business, technological or regulatory challenges.
• Help identify trends and opportunities, support commercial initiatives, lead client discussions, prepare proposals and manage project teams.
• Analyse and optimise TA business processes and support the implementation of best practices, systems and regulatory changes.
• Develop and run regular trainings for internal teams and external clients, and coach less experienced colleagues.
• Support the screening of upcoming regulatory changes and represent PwC Luxembourg in local industry association working groups and events.
• Act as an expert on TA processes, identifying gaps, inefficiencies and compliance risks.

Required profile

• Master's degree in Business Administration, Finance, Economics or a related field.
• Ideally 5+ years of professional consulting experience in the TA industry.
• Deep understanding of the investment fund industry and of Luxembourg's finance industry and regulatory framework.
• Solid knowledge of TA business models across European jurisdictions and of the TA value chain, including fund distribution chains and brokerage platforms.
• Familiarity with core TA systems, AML/KYC requirements and investor taxation issues.
• Strong communication, presentation and teamwork skills, flexibility and independence, and high proficiency in English; French or German is an asset.