Transfer Agent Expert (Consulting)

About the role

Pwc Luxembourg is seeking a Transfer Agent (TA) Expert to join its Advisory team. You will work with clients operating in the transfer‑agent space, helping them navigate operational, technological and regulatory challenges across a range of investment‑fund structures.

Key responsibilities

• Advise TA‑active clients on operational frameworks, business processes and regulatory requirements.
• Identify market trends, support commercial initiatives and lead client discussions.
• Analyse and optimise TA business processes, implement best practices and manage system or regulatory changes.
• Design and deliver training programmes for internal teams and client staff.
• Coach junior team members on TA industry matters.
• Monitor upcoming regulatory developments and assess their impact on the Luxembourg TA market.
• Represent PwC Luxembourg in local industry association working groups and events.

Required profile

• Master’s degree in Business Administration, Finance, Economics or a related discipline.
• Minimum 5 years of consulting experience serving the transfer‑agent industry.
• Strong knowledge of the investment‑fund sector, both liquid and alternative vehicles.
• In‑depth understanding of Luxembourg’s financial‑services landscape and relevant regulations.

Required skills