Transfer Agent - Project Implementation Manager

Job Reference #
309190BR

Job Type
Full Time

Your role
Are you a motivated expert in Transfer Agency looking to expand your career in the investment fund industry?

Do you have good attention to detail, organizational skills and willingness to service clients and enhance their experience?

Are you looking for an opportunity to join an international and collaborative team within a renowned organization that is moving a step ahead in fund administration?

Join us as a Transfer Agent in a striving, well-driven team and working in an international environment. In this multi-tasking role, you will assist the Shareholder Services Transfer Agency Team in the implementation of key projects looking to improve efficiency, regulatory compliance and drive strategic change.

It is an expert role that requires and a client facing one at the same time, so you will maintain a proactive relationship with our clients – understanding their needs, adhering to our and established processes and developing new solutions, with the required follow-up support.

We’re looking for a Project Implementation Manager at Transfer Agency that will be:

• driving change by implementing key Transfer Agency projects
• coordinating implementation between teams of our organization
• preparing and releasing investor communication and reporting
• implementing controls and monitor good execution thereof
• providing training of Transfer Agency teams and writes procedures
• communicating with clients and explaining the change and new processes
• supporting Transfer Agency teams operationally when required
• helping with fund onboarding and migrations from external service providers
  
  

Your team
We are a small, dedicated team of highly motivated professionals from varying range of backgrounds. Collaboration and commitment are key to our success as we operate in a fast-pace, deadline driven environment and we work closely with various teams and departments both from our clients and within our organization. Willingness to perform and develop and a can-do attitude are crucial attributes to fit in and become an integral part of our group.

The department values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition, which is an integral part of our global cultural values.

You’ll be working in the Shareholder Services Transfer Agency team in Luxembourg.

This is a role for the legal entity UBS Fund Administration Services Luxembourg S.A.

Your expertise
We are looking for an applicant who can demonstrate:

• a university degree in Finance, Economics, or Business
• very good sense of responsibility, organization, rigor and precision
• very good time management and ability to work under pressure and to prioritize
• team player with ability to collaborate with others
• self-drive, proactive mindset, and eagerness to learn
• excellent knowledge of computer-based tools (Word, Excel, PowerPoint) and Outlook
• fluency in English, German or French is a plus
• good understanding of the fund administration processes and experience in the transfer agency area is a must
  
  

About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

How We Hire

We may request you to complete one or more assessments during the application process. Learn more

Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

When applying for this role, please note that additional background checks may be carried out and an original of your criminal record may be requested.