Mission Overview
The selected candidate will play a key role in a major onboarding and transformation project within the asset servicing sector, focusing on Transfer Agent (TA) processes and related systems. The role involves both functional and technical expertise, supporting business analysis, solution design, testing, and documentation.
Key Responsibilities
Analyze project needs and formalize them into Project Initiation Documentation (PID)
Participate in solution design and testing of new functionalities
Monitor and control changes associated with the project, including reporting
Analyze and test new connectivity solutions, including SWIFT and SFTP
Conduct trailer fees analysis and testing • Provide functional expertise on TA applications (Multi-funds TA and related systems)
Organize and deliver documentation to support process evolution and production rollout
Support business and onboarding activities, including training sessions for stakeholders
Evaluate risks and define risk mitigation strategies
Produce user guides and continuously update the knowledge database
Technical Environment
Hardware: PC Laptop
Software: Microsoft Office Suite, TA system applications (e.g., Multifonds TA, etc)
Connectivity: SWIFT, SFTP, NSCC
Required Skills & Experience
Proven expertise in Transfer Agent (TA) processes, including end-to-end operational workflows and reporting
Strong knowledge of SWIFT and SFTP connectivity
Experience with Multifonds TA, trailer fees, NSCC, reconciliations, and KPI reporting
Operational expertise in TA and related business analysis • Project management skills
Ability to organize and deliver training and documentation
Excellent communication skills in both French and English
Selection Criteria (Weighting)
MFTA expertise (including SWIFT & SFTP knowledge): 65%
Operational TA processes: 30%
Project management: 5%
