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- Tasks: Join a major fund transfer project, managing investor onboarding and ensuring smooth transitions.
- Company: Deloitte, a leading global investment management firm with a dynamic work culture.
- Benefits: Competitive pay, professional growth opportunities, and a chance to work on impactful projects.
- Why this job: Be part of a high-stakes project that shapes the future of asset management.
- Qualifications: 2-5 years in Transfer Agency or Asset Management Operations with strong client service skills.
- Other info: Fast-paced environment with excellent career advancement potential.
The predicted salary is between 36000 - 60000 £ per year.
This is an exciting opportunity to join Deloitte for a major operational transformation project with a leading global investment management firm. The engagement supports a large-scale fund transfer and migration programme within the European Shareholder Services and Asset Management Operations function. The project involves transitioning multiple mutual funds and investor accounts from one transfer agent to another, requiring experienced professionals who can operate in a fast‑paced, high‑risk operational environment.
The client is undertaking a major fund transfer initiative involving:
- Approximately 1,250 investor accounts
- Migration from an outgoing to an incoming transfer agent
- Large‑scale data, onboarding, and operational transition
This is a complex, high‑impact programme touching multiple teams across operations, client service, and governance. Successful candidates will play a key role in ensuring a smooth transition, minimising risk, and maintaining a strong investor experience throughout the process.
Key Responsibilities
- Support the end-to-end transfer agency migration and fund transition programme
- Manage investor onboarding, including KYC and AML reviews
- Liaise with internal operations, client service, and external transfer agents
- Process and validate shareholder and investor data
- Support account set‑up, re‑registration, and documentation
- Assist with parallel runs, data migration, and reconciliation activities
- Respond to investor and distributor queries throughout the transition
- Ensure compliance within internal controls and regulatory requirements
- Identify and escalate operational risks and data issues
- Support stakeholder communications and reporting
- Contribute to project tracking, milestones, and delivery timelines
Required Skills and Experience
- Proven experience in Transfer Agency, Shareholder Services, Investor Services
- Experience in Asset Management Operations
- Must be operating at an Associate level with 2-5 years' experience
- Strong knowledge of mutual funds and fund administration
- Hands‑on experience with onboarding, KYC, and AML processes
- Client service and stakeholder management experience
- Experience working on fund transitions, migrations, or operational change projects
- Experience overseeing or working closely with external transfer agents
- Experience supporting fund mergers or fund restructuring projects
- Exposure to large‑scale data migrations or platform transitions
- Understanding of operational controls and governance frameworks
- Ability to work in a fast‑paced, high‑volume environment
- Strong attention to detail and risk awareness
- Excellent communication and organisational skills
Transfer Agency Operations Specialist – Asset Management (Fund Merger Project) in City of London employer: Deloitte - Recruitment
Contact Detail:
Deloitte - Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfer Agency Operations Specialist – Asset Management (Fund Merger Project) in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset management world, especially those who have experience with fund transitions. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of KYC and AML processes. Be ready to discuss your hands-on experience with onboarding and data migration. We want to see you shine!
✨Tip Number 3
Showcase your problem-solving skills! During interviews, share examples of how you've managed operational risks or resolved issues during past fund transitions. This will demonstrate your ability to thrive in a fast-paced environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Transfer Agency Operations Specialist – Asset Management (Fund Merger Project) in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Transfer Agency Operations Specialist. Highlight your experience in asset management and any relevant projects you've worked on, especially those involving fund transitions or migrations.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of your experience with KYC, AML, and managing investor onboarding to show you understand the key responsibilities.
Showcase Your Communication Skills: Since this role involves liaising with various teams and stakeholders, make sure to demonstrate your excellent communication skills in your application. Use clear and concise language to convey your points effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Deloitte - Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of transfer agency operations and asset management. Familiarise yourself with the specifics of KYC, AML processes, and fund mergers. Being able to discuss these topics confidently will show that you're not just a candidate, but a knowledgeable professional ready for the role.
✨Showcase Your Experience
Prepare to share specific examples from your past roles that highlight your experience in managing investor onboarding and working with external transfer agents. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewer to see how your background aligns with their needs.
✨Ask Smart Questions
Interviews are a two-way street! Prepare insightful questions about the fund transfer initiative and how the team collaborates across operations and client service. This not only shows your interest in the role but also helps you gauge if the company culture is the right fit for you.
✨Demonstrate Attention to Detail
Given the high-risk operational environment, it's crucial to demonstrate your attention to detail. During the interview, mention how you've successfully managed data migrations or reconciliations in the past, and be ready to discuss how you ensure compliance with internal controls and regulatory requirements.