Based in Luxembourg and regulated by the CSSF, our company is one of the leading independent fund trading platforms in Europe established in 2001. As a pure B2B-fund service platform we offer client-tailored services to institutional clients. Highest technology-standards as well as maximum flexibility and individuality in performing our services paired with a unique form of personal advice and client care is our basic philosophy of all our action. Transfer Team Leader Your Responsibilities Operational Duties Ensure accurate and timely processing of incoming asset transfers in accordance with fund regulations. Execute client transactions upon receipt of contract notes. Investigate and correct erroneous or incomplete transfer instructions. Handle transfer cancellations and ensure timely communication with clients. Follow up on pending trades and liaise with Transfer Agents (T.A.) for execution. Coordinate settlement instructions and depository information with counterparties to ensure smooth execution. Maintain accurate and up-to-date databases of client and transaction data. Open and manage custody accounts with Transfer Agents. Respond to inquiries from clients and Transfer Agents. Distribute incoming queries to appropriate internal teams. Systems & Testing Document testing outcomes and system issues for continuous improvement. Perform SWIFT testing with clients and T.A.s. Monitor and manage JIRA tickets. Lead testing phases for new system developments or process improvements. Support system migrations and contribute to IT-related enhancements. Team Leadership Coordinate team shift planning. Manage team members' holiday and remote work schedules. Assign tasks and monitor workload distribution. Set clear performance objectives and support employee appraisals. Train and onboard new team members. Provide regular updates to management on team performance, challenges, and resource needs. Continuously assess and enhance team workflows to improve efficiency and service quality. Your Profile Strong communication skills and ability to foster a collaborative team environment. Bachelor's degree in business, Finance, Economics, or equivalent professional experience in the investment fund industry. Minimum 3 years' experience in a similar environment, ideally within a fund platform. Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment. Proactive and solution-oriented mindset. Team leadership experience and excellent interpersonal skills. Fluent in German and English (written and spoken). Technical Skills Experience with the following systems / tools is preferred : Communication & Office Tools : MS Office, MS Teams, Outlook Project & Workflow Management : JIRA, Confluence, DocuSign, PDF X-Change Fund Administration & Settlement Systems : Olympic, CFS Portal Clearstream, Swift Alliance Cloud, XACT (Clearstream) Security Settlement : Swift Alliance Cloud, XACT (Clearstream) We Offer Flexible working arrangements to support work-life balance. A dynamic and multicultural workplace in the heart of Luxembourg A supportive team culture focused on collaboration and excellence Opportunities for career development and professional growth Direct involvement in strategic projects and system development ...
TLNT1_LU
Team Leader Transfer • Contern, Luxembourg