Deputy Team Head - Transfer Agency - Private Equity Fund of Funds

Job Description
 

Our LGT Fund Administrators (Luxembourg) S.à r.l. (the “Company”) provides fund administration services to mainly private equity funds. The administration group has over EUR 30 billion in assets under administration. The Company has established an office in Luxembourg and is looking for a motivated Deputy Team Head - Transfer Agency to join a dedicated team of 11 specialists, focusing on providing a quality service to our German and international client base. You will have the chance to profit from an individual onboarding, enabling you to broaden our expertise and grow as a professional. In your role, you will be part of an international team setup allowing you to work with our colleagues across the globe. You will join a team that fosters an open dialogue, a cordial way of collaboration, and a good team spirit. 

Your Role

In your role you will assume a varied book of work that includes the following responsibilities:

As a deputy Deputy Head of the Transfer Agency Department you:

• Provide support in the management of a team comprising four professionals;

• Assist in monitoring key deadlines and ensuring timely delivery of all required outputs;

• Assume leadership roles in a range of departmental projects.

Given the Company’s small size, you will work closely with colleagues to:

• Review and send acceptance, capital call, and distribution notices;

• Conduct AML and tax due diligence for new investors and monitor and review ongoing AML compliance;

• Update investor contacts in the CRM, maintain fund registers and handle program transfers and conversions;

• Keep records and update procedures manuals for transfer agency and AML processes.

Requirements

To excel in this role, candidates should possess:

• A bachelor's degree in business or law;

• At least four years' relevant professional experience within the financial sector;

• Demonstrated understanding of applicable AML/CFT requirements;

• Proficient communication skills in English (both written and verbal); proficiency in German is highly advantageous;

• Previous team leadership experience is considered a significant asset;

• The ability to manage time effectively and prioritise tasks efficiently;

• Flexibility and adaptability in response to changing circumstances and unforeseen challenges;

• Strong analytical abilities, keen attention to detail, and a critical mindset.

What we offer

You will be coached on a continuous basis by experienced AML/ CFT professionals and FATCA/ CRS subject matter experts to successfully advance your career. External courses/workshops will complete your training.

The entrepreneurial size of our Company in Luxembourg offers you space for individual responsibility, initiative, and a holistic approach to your professional development. Being part of the LGT Group means that you will have a permanent international exposure to other professionals in the LGT Group based in Switzerland, Liechtenstein, and Ireland. You will leverage on Group IT systems to enhance your operational efficiency.

In addition, you can expect the following benefits:

• We provide modern working conditions, including work-from-home options and a home office allowance;

• A diverse culture founded on mutual respect, teamwork and appreciation awaits you at LGT Capital Partners. We go the extra mile to generate impact;

• We empower and invest in you: your professional development and personal growth are our priority. We offer various internal and external training opportunities that are aligned with your ambitions and our business needs;

• We are proud to be owned by the Princely Family of Liechtenstein and our company is inspired by its entrepreneurial spirit;

• Commitment to ESG: our approach to business is influenced by the Princely Family’s long-term perspective. Sustainability is key for us and has shaped our actions since 2002.

Contact Information
 

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact us.

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