Transfer Agency Project Manager | Banking
capco
China - Hong Kong
Posted Sep 8, 2026
- Other
- Business Consulting
Job description
**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.