HHiring Reality
← Capco

Transfer Agency Project Manager | Banking

Capco
Location
China - Hong Kong
Posted
12 days ago
Department
Business Consulting
What they actually want (must-haves)
  • 5+ years of experience within Transfer Agency, Fund Services, Investor Services, Custody, Securities Services, or Financial Services Consulting
  • Strong understanding of Transfer Agency operations including investor onboarding, fund dealing, subscriptions, redemptions, shareholder servicing, distributions, and registry management
  • Proven Business Analyst experience with requirements gathering, process mapping, gap analysis, functional documentation, and stakeholder management
  • Experience delivering change and transformation initiatives across transfer agency platforms, investor servicing, or fund operations environments
  • Strong knowledge of the fund services ecosystem and interaction between Transfer Agency, Fund Administration, Custody, and market infrastructure providers such as Clearstream and Euroclear
  • Experience with Agile, Waterfall, or hybrid delivery methodologies
Nice to have
  • Exposure to transfer agency platforms and fund servicing systems
  • Immediately Available Preferred
What the job really is

As a Transfer Agency Project Manager at Capco, you will lead and support Transfer Agency transformation projects for top-tier financial institutions. Your role involves collaborating with various stakeholders to gather and analyze business requirements, document processes, and drive change initiatives aimed at enhancing operational efficiency within the transfer agency operating model.

Things to weigh
  • No salary listed
  • Role involves significant responsibility and leadership in complex client programs
  • Focus on transformation projects may require adaptability to changing client needs
Job score2.8/5
Benefits1/5
Freshness5/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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