At a Glance
- Tasks: Join a major fund transfer project, managing investor onboarding and ensuring smooth transitions.
- Company: Deloitte, a leading global investment management firm with a focus on operational transformation.
- Benefits: Competitive contract pay, hands-on experience, and the chance to work on high-impact projects.
- Other info: Fast-paced environment with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team driving significant change in asset management operations.
- Qualifications: 2-5 years in Transfer Agency or Asset Management Operations with strong client service skills.
The predicted salary is between 36000 - 60000 £ per year.
Contract Role: Transfer Agency Operations Specialist – Asset Management (Fund Merger Project)
Contract Location: London onsite full time Monday to Friday 08:30 - 18:30hrs
Contract Duration: 6 months
Contract Start Date: ASAP
Contract Classification: Inside IR35
Overview
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.
Project Context
- Multiple mutual funds
- 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 with 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 London employer: Deloitte - Recruitment
Deloitte is an exceptional employer, offering a dynamic work environment in the heart of London that fosters professional growth and collaboration. As a Transfer Agency Operations Specialist, you will be part of a transformative project within a leading global investment management firm, gaining invaluable experience while contributing to high-impact initiatives. With a strong emphasis on employee development, a supportive culture, and the opportunity to work alongside industry experts, Deloitte provides a rewarding career path for those seeking meaningful employment in asset management operations.
StudySmarter Expert Advice🤫
We think this is how you could land Transfer Agency Operations Specialist – Asset Management (Fund Merger Project) in London
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We think you need these skills to ace Transfer Agency Operations Specialist – Asset Management (Fund Merger Project) in London
Some tips for your application 🫡
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