Transfer Agency Senior Business Consultant, UK
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AI Summary
The Senior Business Consultant acts as a subject matter expert to lead the definition and implementation of UK Transfer Agency operating models. They are responsible for gathering business requirements, designing functional specifications, and supporting clients through data migration and system re-platforming.
Location: UK
Reports to: Senior Product Manager
Regular contacts: Clients, Product Teams, Implementation Teams, Testing Teams, Operations Teams, Project Managers, Business Stakeholders
About Multifonds
Founded in 1995, Multifonds is a leading global provider of proprietary investment accounting and transfer agency software, used to administer more than $10tn of assets, making it a key contributor to the global financial system.
Multifonds products perform a range of highly critical back- and middle-office fund services tasks, such as net asset value calculations, intra-day investment management, and investor lifecycle support across Know Your Customer (KYC) and Anti-Money Laundering (AML).
Multifonds was part of Temenos and has recently gone through a carve-out with the backing of Montagu Private Equity. It is one of the few leading pure-play software companies in the space, with a broad coverage of jurisdictions across APAC, Europe, and LATAM. The company is headquartered in Luxembourg with a presence in 15 other countries to support its loyal, global customer-base.
Multifonds is now operating as a new standalone company, led by its existing management team.
Learn more about the company and the Multifonds products by visiting our website.
The Role and the Team
The Transfer Agency Business Consultant/SME is responsible for providing deep market and operational expertise to support the successful implementation and re-platforming of Transfer Agency services. We are looking for a Subject Matter Expert who will act as the bridge between clients, business stakeholders, and delivery teams.
The SME gathers and validates UK-specific business requirements, advises clients on industry’s best practices, and works with clients to design and implement target operating models that align with common practice and UK market expectations. The SME also supports data migration activities to ensure a smooth transition to the new operating environment.
Key Responsibilities
Success Measures
Required Skills and Qualifications
Education: Bachelor’s degree in finance, Business Administration, Economics, Information Systems, or a related field.
Experience
Global Operations: Ability to work across global time zones when required
What we offer?
If this role aligns with your interests and career goals, we want to hear from you!
Reports to: Senior Product Manager
Regular contacts: Clients, Product Teams, Implementation Teams, Testing Teams, Operations Teams, Project Managers, Business Stakeholders
About Multifonds
Founded in 1995, Multifonds is a leading global provider of proprietary investment accounting and transfer agency software, used to administer more than $10tn of assets, making it a key contributor to the global financial system.
Multifonds products perform a range of highly critical back- and middle-office fund services tasks, such as net asset value calculations, intra-day investment management, and investor lifecycle support across Know Your Customer (KYC) and Anti-Money Laundering (AML).
Multifonds was part of Temenos and has recently gone through a carve-out with the backing of Montagu Private Equity. It is one of the few leading pure-play software companies in the space, with a broad coverage of jurisdictions across APAC, Europe, and LATAM. The company is headquartered in Luxembourg with a presence in 15 other countries to support its loyal, global customer-base.
Multifonds is now operating as a new standalone company, led by its existing management team.
Learn more about the company and the Multifonds products by visiting our website.
The Role and the Team
The Transfer Agency Business Consultant/SME is responsible for providing deep market and operational expertise to support the successful implementation and re-platforming of Transfer Agency services. We are looking for a Subject Matter Expert who will act as the bridge between clients, business stakeholders, and delivery teams.
The SME gathers and validates UK-specific business requirements, advises clients on industry’s best practices, and works with clients to design and implement target operating models that align with common practice and UK market expectations. The SME also supports data migration activities to ensure a smooth transition to the new operating environment.
Key Responsibilities
- Lead and own the definition and implementation of UK TA functional operating models within the new platform, aligned with industry-standard expectations across ACD's, managers and distributors.
- Lead discovery workshops and requirements gathering sessions with clients and stakeholders to understand UK Transfer Agency business processes, regulatory requirements, and operational needs.
- Analyse current-state operating models and define target-state processes aligned with platform capabilities and industry best practices.
- Advise clients on the optimal use of the system to support UK Transfer Agency functions, including investor servicing, dealing, settlement, distributions, ISA processing, AML/KYC, reporting, and corporate actions.
- Translate business requirements into functional specifications and solution designs for implementation teams.
- Act as the primary UK TA subject matter expert throughout implementation and migration program.
- Guide clients through process harmonization and adoption of standard platform functionality while identifying necessary configuration requirements.
- Collaborate with product, implementation, and testing teams to ensure successful delivery of business requirements.
- Support the client during the gap analysis between legacy and target platform capabilities.
- Define and validate data migration requirements, mapping rules, reconciliation processes, and data quality controls.
- Support migration rehearsals, user acceptance testing (UAT), operational readiness activities, and post-go-live stabilization.
- Identify implementation risks, dependencies, and mitigation plans to ensure successful program execution.
- Provide training, knowledge transfer, and change management support to client teams.
Success Measures
- Accurate capture and validation of UK business requirements.
Successful implementation of UK TA functional models within the platform. - High client adoption and satisfaction.
Smooth migration of investor and operational data with minimal disruption. - Successful completion of re-platforming initiatives within agreed timelines and quality standards.
Required Skills and Qualifications
Education: Bachelor’s degree in finance, Business Administration, Economics, Information Systems, or a related field.
Experience
- Extensive experience within UK Transfer Agency operations, platform implementations, or Transfer Agency consulting.
- Strong understanding of UK fund administration and investor servicing processes.
- Proven experience gathering and documenting business and functional requirements.
- Demonstrated success supporting system implementations, conversions, or re-platforming programmes.
- Experience with data migration, reconciliation, and operational transition activities.
- Strong client-facing consulting and stakeholder management experience.
- Expertise in UK Transfer Agency business processes and operating models.
- Strong business analysis and requirements documentation capabilities.
- Experience with functional solution design and process mapping.
- Understanding data migration principles, reconciliation processes, and data quality controls.
- Knowledge of UK regulatory and market practices impacting Transfer Agency operations.
- Knowledge in Multifonds Transfer Agency platform (MFGI) would be a strong advantage.
- Excellent communication and presentation skills.
- Strong relationship-building and stakeholder management capabilities.
- Ability to work independently while collaborating within cross-functional global teams.
Global Operations: Ability to work across global time zones when required
What we offer?
- The opportunity to grow and make a strategic impact within a leading global organization
- Exposure to complex, large-scale programs, allowing you to further strengthen your expertise and leadership
- Continuous learning and knowledge-sharing in a collaborative, high-performing environment
- A flexible and engaging workplace that values autonomy, innovation, and teamwork
If this role aligns with your interests and career goals, we want to hear from you!
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