Transfer Agency Project Manager | Banking
Quick Summary
ABOUT US Capco is a global technology and management consultancy specializing in driving digital transformation in the financial services and insurance industries.
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.
- 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
Responsibilities
~1 min readWe 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
- →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.
Requirements
~1 min read- 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!
What We Offer
~1 min readYou 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.
Location & Eligibility
Listing Details
- Posted
- September 8, 2026
- First seen
- September 8, 2026
- Last seen
- September 8, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 67%
- Scored at
- September 8, 2026
Signal breakdown

Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services and energy sectors.
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