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Transfer Agent Jobs in Chicago, IL (NOW HIRING)

Deloitte

Manager, Transfer Pricing

Chicago, IL · On-site

Enrolled Agent * Bachelor's, Master's, or Ph.D. in Economics, Finance, Management, Business, Public Policy, Engineering, Mathematics/Statistics, or equivalent (Master's or Ph.D. preferred) * Other ...

Calamos Investments LLC

Sr. Paralegal

Chicago, IL · On-site

$100K - $130K/yr

Coordinates closed-end fund shareholder meetings, including working with the proxy solicitation firm and transfer agent and coordinating other meeting-related requirements. * Maintains the minute ...

Calamos Investments

Sr. Paralegal

Naperville, IL · On-site

$100K - $130K/yr

Coordinates closed-end fund shareholder meetings, including working with the proxy solicitation firm and transfer agent and coordinating other meeting-related requirements. * Maintains the minute ...

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Transfer Agent information

What is a transfer agent?

Transfer agents are financial institutions or companies responsible for maintaining records of who owns a corporation's stocks and bonds. They handle the issuance, transfer, and cancellation of certificates, ensure that investors receive dividends and interest payments, and may also manage shareholder communications. Transfer agents play a crucial role in ensuring the integrity of securities ownership records and facilitating transactions between buyers and sellers. They also help prevent fraud and errors by verifying the authenticity of transfers and supporting regulatory compliance.

What are the key skills and qualifications needed to thrive as a transfer agent, and why are they important?

To thrive as a Transfer Agent, you need strong attention to detail, proficiency in record-keeping, and an understanding of securities regulations, often supported by a degree in finance, business, or a related field. Familiarity with shareholder management systems, transfer agency software, and knowledge of compliance standards such as SEC regulations are typically required. Excellent organizational, communication, and customer service skills help you manage sensitive transactions and resolve inquiries efficiently. These skills ensure accurate processing of securities transfers, regulatory compliance, and positive client experiences in a high-stakes financial environment.

What are some typical challenges a transfer agent may face when processing shareholder transactions?

Transfer Agents often handle a high volume of transactions, which requires careful attention to detail to prevent errors such as misrecording share transfers or incorrect updating of shareholder records. They may also need to resolve discrepancies or handle special requests from shareholders, such as lost certificate replacements or name changes, in accordance with regulatory requirements. Balancing accuracy, regulatory compliance, and timely service can be challenging, but robust internal procedures and ongoing training help mitigate these issues.

What is the difference between Transfer Agent vs Registrar?

AspectTransfer AgentRegistrar
Primary RoleMaintains shareholder records, processes stock transfers, and handles dividendsRegisters shareholders, maintains the official list of stockholders, and manages issuance of certificates
CredentialsTypically requires securities industry licenses and knowledge of transfer processesSimilar credentials, often overlapping with transfer agents
Work EnvironmentFinancial institutions, transfer agencies, or corporate settingsCorporate registries, transfer agencies, or financial service providers
Industry UsageCommonly used in securities and investment industriesUsed in corporate governance and securities issuance

Transfer agents and registrars often work together but have distinct roles. Transfer agents focus on processing transfers and maintaining shareholder records, while registrars primarily register shareholders and issue certificates. Both roles require similar credentials and are vital in securities management within the financial industry.

How do you become a transfer agent?

To become a transfer agent, individuals typically need a high school diploma or equivalent, with some roles requiring a bachelor's degree in finance, accounting, or related fields. Relevant skills include attention to detail, knowledge of securities laws, and proficiency with record-keeping systems; obtaining industry certifications such as the Certified Transfer Agent (CTA) can also enhance job prospects.

How much do transfer agents make?

Transfer agents typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the size of the company. Entry-level positions may start lower, while experienced agents or those with specialized skills can earn higher wages. Compensation often includes benefits and opportunities for advancement within financial or securities firms.

What does a transfer agent do?

A transfer agent is responsible for maintaining records of a company's shareholders, processing stock transfers, issuing new shares, and handling related administrative tasks. They ensure accurate ownership records and facilitate communication between the company and its investors, often using specialized software and adhering to regulatory requirements.

What are popular job titles related to Transfer Agent jobs in Chicago, IL?

For Transfer Agent jobs in Chicago, IL, the most frequently searched job titles are:

What job categories do people searching Transfer Agent jobs in Chicago, IL look for?

The top searched job categories for Transfer Agent jobs in Chicago, IL are:

Transfer Agent jobs near you
Infographic showing various Transfer Agent job openings in Chicago, IL as of August 2026, with employment types broken down into 77% Full Time, and 23% Part Time. Highlights an 84% In-person, 8% Hybrid, and 8% Remote job distribution.

Manager, Transfer Pricing

Deloitte

Chicago, IL • On-site

Full-time

Re-posted 16 days ago

Key responsibilities

  • Analyze transfer pricing issues for multinational enterprises in collaboration with economists, tax attorneys, tax specialists, and business professionals

  • Support the development of proposals, document requests, reports, presentations, and other client deliverables

  • Supervise, mentor, and support the development of Tax Consultants and Senior Consultants across engagements

Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 93 frontline employees who took The Breakroom Quiz

47th of 154 rated financial services

Job description

Join Deloitte's Transfer Pricing practice and help multinational organizations address complex intercompany pricing matters across jurisdictions. This role offers the opportunity to work at the intersection of economics, finance, tax, and business strategy while supporting clients with evolving global regulatory requirements. You will contribute to analyses, documentation, and planning strategies that help clients manage transfer pricing risks and business objectives. If you are looking for a client-facing role with exposure to international issues and cross-functional collaboration, this position offers a strong platform for growth.

Work you'll do

As a Manager, Transfer Pricing on the Transfer Pricing team, you will be responsible for:

  • Analyze transfer pricing issues for multinational enterprises in collaboration with economists, tax attorneys, tax specialists, and business professionals
  • Develop an understanding of client business models, industry dynamics, and intercompany transaction flows
  • Perform economic and financial analyses, including benchmark studies, database research, and financial modeling
  • Support the development of proposals, document requests, reports, presentations, and other client deliverables
  • Supervise, mentor, and support the development of Tax Consultants and Senior Consultants across engagements

Responsibilities will include:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Strong relationship-building skills
  • Ability to lead projects or workstreams
  • Skill in managing and prioritizing multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Consistent focus on meeting deadlines
  • Providing clear guidance to others

The team

Deloitte's Transfer Pricing practice helps clients develop transfer pricing strategies, prepare documentation, and respond to audit and controversy matters across a range of industries and jurisdictions. The practice is highly collaborative and offers opportunities to work with Deloitte professionals across tax, economics, finance, and legal disciplines on global engagements.

Professionals in this practice build experience in economic analysis, financial modeling, and client service while helping organizations address complex international tax and transfer pricing issues. The team environment supports continuous learning, cross-border collaboration, and professional growth.

Qualifications

Required:

  • Ability to work within a hybrid model that requires in-person co-location 2-3 days per week
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Limited immigration sponsorship may be available.
  • 5+ years of experience in transfer pricing, economics, finance, accounting, or tax
  • One of the following active accreditations obtained
    • Licensed Certified Public Accountant (CPA) in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed attorney
      • Enrolled Agent
      • Bachelor's, Master's, or Ph.D. in Economics, Finance, Management, Business, Public Policy, Engineering, Mathematics/Statistics, or equivalent (Master's or Ph.D. preferred)
      • Other: foreign equivalent of the above

Preferred:

  • Background in Big 4, transfer pricing, or financial services environments
  • Performance of economic analysis, financial analysis, or financial modeling
  • Proficiency in Microsoft Excel, Microsoft Word, and Microsoft PowerPoint
  • Preparation of reports, presentations, proposals, or other client deliverables

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $116,175 to $237,375.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation: 

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html


Qualifications:

Join Deloitte's Transfer Pricing practice and help multinational organizations address complex intercompany pricing matters across jurisdictions. This role offers the opportunity to work at the intersection of economics, finance, tax, and business strategy while supporting clients with evolving global regulatory requirements. You will contribute to analyses, documentation, and planning strategies that help clients manage transfer pricing risks and business objectives. If you are looking for a client-facing role with exposure to international issues and cross-functional collaboration, this position offers a strong platform for growth.

Work you'll do

As a Manager, Transfer Pricing on the Transfer Pricing team, you will be responsible for:

  • Analyze transfer pricing issues for multinational enterprises in collaboration with economists, tax attorneys, tax specialists, and business professionals
  • Develop an understanding of client business models, industry dynamics, and intercompany transaction flows
  • Perform economic and financial analyses, including benchmark studies, database research, and financial modeling
  • Support the development of proposals, document requests, reports, presentations, and other client deliverables
  • Supervise, mentor, and support the development of Tax Consultants and Senior Consultants across engagements

Responsibilities will include:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Strong relationship-building skills
  • Ability to lead projects or workstreams
  • Skill in managing and prioritizing multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Consistent focus on meeting deadlines
  • Providing clear guidance to others

The team

Deloitte's Transfer Pricing practice helps clients develop transfer pricing strategies, prepare documentation, and respond to audit and controversy matters across a range of industries and jurisdictions. The practice is highly collaborative and offers opportunities to work with Deloitte professionals across tax, economics, finance, and legal disciplines on global engagements.

Professionals in this practice build experience in economic analysis, financial modeling, and client service while helping organizations address complex international tax and transfer pricing issues. The team environment supports continuous learning, cross-border collaboration, and professional growth.

Qualifications

Required:

  • Ability to work within a hybrid model that requires in-person co-location 2-3 days per week
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Limited immigration sponsorship may be available.
  • 5+ years of experience in transfer pricing, economics, finance, accounting, or tax
  • One of the following active accreditations obtained
    • Licensed Certified Public Accountant (CPA) in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed attorney
      • Enrolled Agent
      • Bachelor's, Master's, or Ph.D. in Economics, Finance, Management, Business, Public Policy, Engineering, Mathematics/Statistics, or equivalent (Master's or Ph.D. preferred)
      • Other: foreign equivalent of the above

Preferred:

  • Background in Big 4, transfer pricing, or financial services environments
  • Performance of economic analysis, financial analysis, or financial modeling
  • Proficiency in Microsoft Excel, Microsoft Word, and Microsoft PowerPoint
  • Preparation of reports, presentations, proposals, or other client deliverables

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $116,175 to $237,375.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation: 

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html


Education:Bachelor's DegreeEmployment Type:

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