We are pleased to assist a leading Luxembourg-based management company specializing in alternative investments (real estate, private equity, RAIFs). Part of a strong international group, the firm offers a dynamic environment where professionals collaborate to deliver high-quality governance and regulatory services. The Transfer Agent – Senior Officer is a mid-level operational role within a transfer agency team, primarily focused on managing investor-related transactions and maintaining accurate fund records.
The Role:
Transaction management: Handling subscriptions, redemptions, capital calls, transfers, etc.
Investor lifecycle management: Setting up accounts and acting as the main contact for investors
Compliance coordination: Ensuring AML/KYC requirements are met
Documentation: Preparing and reviewing contract notes, agreements, and investor communications
Operational oversight: Maintaining registers, systems, and understanding workflows
Stakeholder coordination: Working with internal teams (legal, compliance, accounting) and external parties (clients, auditors, banks)
Support & leadership: Assisting junior staff and supporting the Senior Manager
Process improvement: Helping maintain procedures and suggesting solutions when issues arise
The Profile:
Degree in Finance, Accounting, or related field
3–6+ years in transfer agency / fund administration (PE/RE preferred)
Strong knowledge of fund operations and investor servicing
Good understanding of AML/KYC and fund documentation
Detail-oriented with strong communication and coordination skills
Proactive, team player, with ability to support junior staff
Greenfield Luxembourg is an equal opportunities employer and welcomes applicants from all sectors of the Community. Due to the nature of our client engagements, we are however unable to support applicants that are outside of our core market areas; and/or do not have an existing eligibility to work in Luxembourg or are not EEA/EU/Schengen country Citizens. We are unable to provide work permits or visa sponsorship opportunities.
Greenfield is a specialist talent advisory firm supporting leadership teams across Luxembourg’s financial, professional services, and corporate ecosystem, addressing complex hiring challenges through judgement, execution, and long-term partnership.