Transfer Agency Project Manager | Banking

Posted 3 Hours Ago
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Hongtong, Linfen, Shanxi, CHN
Hybrid
Senior level
Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
Be Yourself at Work, Make a Difference, and Act with Integrity are our values at Capco.
The Role
Lead transfer agency transformation projects for financial institution clients. Responsibilities include gathering requirements, documenting user stories and process flows, analyzing operating models, identifying efficiency and automation opportunities, developing target operating models, and coordinating business, operations, product, and technology stakeholders. The role also supports change initiatives across investor servicing and fund operations while contributing to consulting capability development.
Summary Generated by Built In

ABOUT US

Capco is a global technology and management consultancy specializing in driving digital transformation in the financial services and insurance industries. Capco is committed to providing clients with practical solutions. We offer a globally integrated service with offices in leading financial centers across the globe. We have the people, the vision, and the passion.

We are growing through a significant growth journey, now is a very good time to join us as we expand geographically, increase headcount and disrupt the consulting market across APAC with entrepreneurial and agile thinking.

We are:

  • Experts in banking and payments, capital markets and wealth and asset management
  • Deep knowledge in financial services offering, including e.g. Finance, Risk and Compliance, Financial Crime, Core Banking etc.
  • Committed to growing our business and hiring the best talent to help us get there
  • Focus on maintaining our nimble, agile and entrepreneurial culture

ROLE RESPONSIBILITIES

We are currently seeking a Senior Consultant to support and drive the growth of our Securities Services practice, with a strong focus on Transfer Agency Transformation. This is an exciting opportunity to be a leader, driving complex client programs, shape delivery approaches, and building consulting capability across the practice 

As a Senior Consultant within the Securities Services team, you be part of TA transformation projects across securities services for top-tier financial institution 


KEY RESPONSIBILITIES

  • Work closely with business stakeholders, operations teams, product owners, and technology teams to deliver Transfer Agency transformation programmes
  • Gather, analyse, and document business requirements, user stories, process flows, and functional specifications across the transfer agency operating model.
  • Support change initiatives covering the end-to-end investor lifecycle
  • Conduct business process analysis and identify opportunities for operational efficiency, controls enhancement, automation, and digitization 
  • Develop target operating models and future-state processes across transfer agency and investor servicing functions.​‌

KEY REQUIREMENTS

  • 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.
  • Strong communication and stakeholder management skills, with the ability to engage business, operations, and technology teams.
  • Exposure to transfer agency platforms and fund servicing systems would be advantageous.
  • Immediately Available Preferred!

WHY JOIN CAPCO?

You will work on engaging projects with some of the largest banks and leading financial services in the world, on projects that will transform the financial services industry.




Skills Required

  • 5+ years of experience in 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
  • 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 interactions among Transfer Agency, Fund Administration, Custody, and market infrastructure providers such as Clearstream and Euroclear
  • Experience with Agile, Waterfall, or hybrid delivery methodologies
  • Strong communication and stakeholder management skills across business, operations, and technology teams
  • Exposure to transfer agency platforms and fund servicing systems
  • Immediate availability

What the Team is Saying

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Capco Compensation & Benefits Highlights

  • Healthcare Strength Health, dental, and vision coverage in the U.S. are characterized as strong, with good coverage and favorable costs. Mental health resources and broader wellbeing programs are also emphasized as part of a comprehensive package.
  • Leave & Time Off Breadth PTO and paid holidays are described as generous, with multiple mentions of strong vacation allowances. While client work can affect usage, the underlying entitlement is presented as solid.
  • Parental & Family Support Company materials highlight enhanced family-friendly policies, including substantial maternity and paternity leave. Flexibility and return-to-work support reinforce a family-oriented approach.

Capco Insights

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The Company
HQ: London
6,000 Employees
Year Founded: 1998

What We Do

Capco, a Wipro company, is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent. TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients. DEEP EXPERTISE - Clients look to us for clear guidance, proven expertise, and the support they need to set their companies up for success. DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead, we work in close collaboration to understand the issues, and craft disruptive, bespoke solutions. ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations, and we take ownership and accountability for the solutions we design, build, and deliver.

Why Work With Us

We support and encourage an inclusive culture, entrepreneurial outlook and independent thinking. Capco is not about organizational charts and rigid hierarchies – we want all employees to feel that Capco is their firm to own and run. We believe diversity powers innovation. Be Yourself At Work (#BYAW) is an integral and underlying part of our culture

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