Manager – Investor Services and Transfer Agency Job ID 206135 Posted 25-Jun-2025 Service line Advisory Segment Role type Full-time Areas of Interest Legal Location(s) Luxembourg - Luxembourg - Luxembourg **Manager – Investor Services and Transfer Agency** Join a fast-paced and client-focused environment where you'll take the lead in managing the daily operations of our Transfer Agency. This role is at the heart of our service delivery, ensuring clients receive exceptional support and seamless transaction processing. You'll be the key link between clients, external partners, and internal teams—including Fund Administration, Compliance, Legal, and more—driving collaboration and operational excellence across the board. **What you’ll be doing:** + Manage and oversee daily Transfer Agency operations, including investor capital activity (capital calls, distributions), transaction monitoring, and maintenance of investor registers and static data. + Ensure timely and accurate investor reporting, AML/KYC due diligence, and compliance with regulatory requirements (e.g., CSSF). + Act as the primary contact for TA operational matters, ensuring client SLAs are met and high service standards are maintained. + Supervise internal controls, support audits and depositary interactions, and ensure adherence to internal procedures. + Lead, train, and develop team members, promoting efficiency, best practices, and a positive team culture aligned with CBRE’s values. + Support the Senior Manager with escalations, resource planning, and project leadership on TA-related initiatives. + Handle multiple stakeholder demands and contribute to continuous improvement through ad-hoc tasks and strategic projects. **What we’re looking for** - Minimum 6 years’ experience in Transfer Agency, ideally within a management company or financial services provider. - Strong expertise in Luxembourg-domiciled alternative investment funds (PE, RE, debt, etc.). - Proven team management experience with a track record of developing and leading high-performing teams. - Solid understanding of TA systems, fund lifecycle processes, and interactions with key stakeholders. - University degree in Business, Finance, Economics, or a related field. - Fluent in English; additional languages are a plus. - Experience driving automation and implementing technology-driven solutions. **Why Join Us?** - Be part of an international team – our team in Luxembourg has more than 30 nationalities - Permanent contract with competitive salary and bonus - Employee benefits (lunch vouchers, complementary health insurance and pension scheme, Sympass card) - 30 days of holiday - Career opportunities and growth - Hybrid way of working **Working at CBRE** When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mind-set is encouraged. You'll realize your potential with challenging work, fast-paced assignments, an environment of constant learning and commitment to results. To enable your success, we provide the best tools, training and leaders in the industry. Our collaborative culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Creating the real estate solutions of tomorrow, so businesses and people thrive. This informs everything we do—from diversity, equity, and inclusion to sustainability initiatives to workplace safety and wellbeing. At CBRE, we believe that the more perspectives we have, the more dimensions we see. We welcome people with different backgrounds and experiences across industries to apply for open positions even if you do not match every element of the required skills. To discover more about what it’s like to work at CBRE, visit Life at CBRE (https://www.cbre.com/careers/careers-blog) **Equal Opportunities** We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)