Pontoon Solutions
Project Manager
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Transfer Agency Project Manager
Location: London
Contract Duration: 12 months
Rate: £750 per day via Umbrella Company
About Pontoon
Pontoon is an employment consultancy dedicated to enhancing workplace inclusivity. We value diversity and aim to showcase the talents, skills, and unique experiences of individuals from all backgrounds.
About the Client
Our client is a leading global custodian bank and securities services company. They are renowned for prioritizing client experience, collaboration, innovation, and resilience. Their extensive dataset and unique perspective empower the financial industry, and they are guided by values of excellence, integrity, diversity, and leadership.
The Opportunity
Our client is seeking an experienced Transfer Agency Project Manager to support the onboarding of a significant new client across the UK, Luxembourg, and Germany. The primary focus will be on the UK onboarding activity, with additional support to other workstreams as needed.
Contract Details:
- Duration: 12 months
- Location: London office (4 days a week), 1 day working from home
- Travel: Manchester and possibly Luxembourg
Role Requirements:
- Strong understanding of Transfer Agency operations and project management experience
- Ability to work independently and manage ambiguity
- Engage confidently with senior stakeholders and clients
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Key Responsibilities
- Support the delivery of a large-scale Transfer Agency client onboarding programme across multiple jurisdictions.
- Collaborate with stakeholders and the client to define and document the Target Operating Model for the new relationship.
- Analyze operational processes and documentation from a Transfer Agency perspective, identifying impacts, dependencies, and requirements.
- Coordinate project activities, ensuring actions, milestones, and deliverables remain on track.
- Support planning and execution of Model Office testing and other operational readiness activities.
- Track project risks, issues, dependencies, and actions, escalating where appropriate.
- Prepare project documentation, status updates, and governance materials.
- Facilitate meetings, workshops, and stakeholder discussions.
- Build effective relationships with operational teams, project stakeholders, and clients.
- Support onboarding activities across the UK workstream and provide assistance to Luxembourg and German workstreams as required.
- Contribute to the development of reporting, interfaces, operational processes, and service models.
- Ensure project governance standards and controls are maintained throughout the onboarding lifecycle.
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Essential Experience
- Transfer Agency experience gained within Asset Management, Fund Administration, Custody, or Financial Services.
- Strong end-to-end understanding of Transfer Agency operations.
- Experience supporting onboarding, migration, implementation, or change programmes.
- Project management within operational or client change environments.
- Experience working directly with internal and external stakeholders.
- Ability to quickly understand business processes and operational models.
- Strong communication and stakeholder management skills.
Note: Candidates must provide evidence of the above experience in their CV. If you haven't heard from us within 48 hours, unfortunately, your application has not been successful on this occasion. However, we may keep your details on file for any suitable future vacancies and contact you.
About Our Screening Process
We use generative AI tools to support our candidate screening process. This ensures a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.
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