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Job description

Position Available: Business Implementation TA Consultant

We are currently in search of a dedicated professional to ensure the efficient operational implementation and coordination of new business ventures for our esteemed clientele. The ideal candidate will be tasked with meticulously analyzing various events throughout a fund's lifecycle, initiating intricate system setups, and fostering robust relationships with both clients and internal stakeholders.

  • Thoroughly analyze events from a Transfer Agency standpoint and deliver comprehensive gap analyses between client requirements and operational frameworks

  • Guarantee the prompt establishment of all requisite systems and uphold consistent communication regarding project progress

  • Cultivate and maintain relationships with clients, peers, and cross-functional teams

  • Coordinate Closing Meetings and seamless handovers with operational units

  • Proactively escalate potential issues to senior management and actively engage in continuous process enhancement endeavors

If you embody a proactive approach, possess keen attention to detail, and excel in a fast-paced setting, we cordially invite you to submit your application for this exceptional opportunity to make a meaningful impact on the success of our clients and our organization.

Job requirements

Offer Requirements

The requirements for the job opening are as follows:

  • In-depth and technical Transfer Agent knowledge, with exposure to fund event processes (Migration In/Out, merger, new fund, new share-classes, Migr)

  • Preferably knowledge of MFTA, AML/KYC, TA fees (CDSC, ADL, etc..)

  • Language proficiency in French and English; knowledge of any other language would be considered an advantage

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