Transfer Agency SME & Implementation Lead

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

• 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.

• Accurate capture and validation of UK…