Change Manager (VP) - Transfer Agency

Job Type:
Job Sector:
Investment Funds - Transfer Agency, Business Analysis & Project Management, Senior Roles, Team Leaders & Managers, Unit Trust & OEIC Administration
£70,000 to £85,000 per annum
Salary Description:
plus benefits
Job Ref:

Our client is the Transfer Agency arm of a major financial services operation with offices in London and across the world.  They have an interesting opening for a senior Transfer Agency specialist with a strong TA operational and project background to lead fund change activity.

Key responsibilities:
  • Managing a small team of change specialists responsible for fund change events such as new business, fund launches, closures, mergers
  • Managing client "take-ons" from a Transfer Agency perspective, with responsibility for migration documentation and analysis
  • Liaising with Transfer Agency clients and operational teams, developing strong relationships
  • Developing proposals to meet business requirements and improve processes
  • Managing change through to implementation or launch

The successful candidate will have a strong Transfer Agency background to Manager or Senior Manager level, with a good blend of technical, analytical and people management skills.  You will have proven experience in managing Transfer Agency projects, in particular relating to new client business, fund launches, mergers and regulatory change.
Contact Details:
Tel: 01277 263578
Contact: Steve Johnson

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