Transfer Agency Oversight Officer

TL;DR

Transfer Agency Oversight Officer (Finance): Managing and monitoring the quality and timeliness of Transfer Agency (TA) services to ensure compliance with SLAs, KPIs, and regulatory standards. Focus on acting as the primary point of contact between hirify.global and third-party administrators, resolving operational issues, and ensuring adherence to Luxembourg regulatory requirements.

Location: Must be based in Luxembourg with a hybrid working model requiring at least four days per week in the office.

Company

hirify.global is a leading independent global investment firm dedicated to delivering a wide range of investment strategies and vehicles to clients worldwide.

What you will do

• Oversee the quality and timeliness of third-party administrators (TPAs) to ensure adherence to agreed SLAs and KPIs.
• Perform first-level interrogation and identification of operational issues requiring escalation.
• Act as the primary point of contact between hirify.global Luxembourg and TPAs or internal delegates for technical and business-as-usual queries.
• Monitor overall performance against targets and ensure remedial actions are taken when necessary.
• Ensure all Luxembourg regulatory returns and statistics are completed and submitted within approved timescales.
• Provide support and local input for product developments, regulatory changes, and business requirement changes.

Requirements

• Proven experience in Transfer Agency operations.
• Knowledge of UCITS, SICAV, AIFMD, and QIF/FCP regulations is an advantage.
• Proficiency in Microsoft Office suite (Word, Excel, PowerPoint).
• Effective communication and influencing skills for internal and external stakeholder management.
• Relevant business or professional qualifications, or equivalent 3rd level education.
• Ability to work under pressure and prioritize workload effectively.

Culture & Benefits

• Competitive annual leave allowance and generous pension provisions.
• Company-provided healthcare, life insurance, and income protection.
• Flexible working options including hybrid arrangements.
• Enhanced parental leave and volunteering days.
• Commitment to ESG investing and community partnership programs.