.
Specialist in Transfer Agent Set Up Team
  • Warsaw
Specialist in Transfer Agent Set Up Team
Warszawa, Warsaw, Masovian Voivodeship, Polska
Link Group
3. 3. 2026
Informacje o stanowisku

Candidate Requirements Educational Background: University degree in Finance, Economics, or a related analytical field. Industry Expertise: Proven experience within Financial Services, with a strong preference for Fund Set-Up or Transfer Agency operations. Technical Proficiency: Advanced command of MS Excel for data management and reporting. Communication Skills: Fluency in English (written and verbal) to effectively collaborate with international stakeholders. Precision & Risk Management: High level of attention to detail and a proactive approach to identifying operational risks. Soft Skills: A collaborative team player capable of multitasking and adapting to a fast-paced environment. Core Responsibilities System Configuration: Execute fund set-up and structural changes within core databases, ensuring full alignment with internal tools and documentation. Onboarding & Implementation: Lead the technical implementation of new client portfolios and manage the lifecycle of fund-related events. Documentation Analysis: Review and interpret complex fund prospectuses to ensure the integrity of client and instrument data on the IT trading platform. Stakeholder Liaison: Act as a primary point of contact for international TA networks and internal departments regarding data queries. Process Optimization: Actively participate in the creation and updating of operational procedures while proposing innovative solutions for process improvements. Strategic Oversight: Attend weekly Business Implementation meetings and anticipate upcoming fund events to prevent operational bottlenecks.

  • Praca Warszawa
  • Team leader Warszawa
  • Agent celny Warszawa
  • Agent nieruchomości Warszawa
  • Agent literacki Warszawa
  • Agent ubezpieczeniowy Warszawa
  • Agent firmy inwestycyjnej Warszawa
  • Warszawa - Oferty pracy w okolicznych lokalizacjach


    75 523
    18 783