7 days old

Remote Business Consultant, Transfer Agency

Northern Trust
Chicago, IL 60602 Work Remotely
  • Job Code
Remote Business Consultant, Transfer Agency


The candidate will be responsible for managing a variety of US Transfer Agency projects and providing support/oversight to key production processes. Serves on various projects such as client change management, new business/product initiatives, regulatory initiatives, and general process improvement.

Knowledge/ Skills:

Operates under general supervision but works on own most of the time. Ability to serve as first point of reference for day-to-day FIS-TA related queries, and serves as a liaison to related areas. Demonstrates excellent analytical, consultative, communication and judgment skills. May lead projects and/or train TA partners. Solid analytical and communication skills are needed to draft detailed project plans, scope business requirements and provide project updates to a wide audience.

Strong organizational skills are required to manage multiple tasks in a fast-paced, time sensitive environment. The ability to quickly learn Transfer Agency processes and to work effectively in a team environment is critical. Experience in the financial services industry specifically is preferred.

Major Duties:

1. Develop expertise within the BPA Team to facilitate the execution of core processes including: client onboarding (fund launch and conversion), Money Market Liquidity portals, critical monthly processes, client change, regulatory initiatives, and maintaining static system data.

2. Serve as a FIS-TA technical/functional expert without management responsibilities and be seen as a key advisor on significant business decisions.

3. Serve as a primary application vendor contact and work closely with NFS Support and business partners to coordinate application releases.

4. Lead a variety of TA projects of varying size and complexity demonstrating solid leadership and project management skills.

5. Liaise with partner areas to analyze existing processes and develop new strategies to support growing and changing business needs.

6. Execute core steps related to the SDLC process from a business unit perspective including: complete process analysis, draft business requirements, document test plans, complete required testing, and execute post implementation monitoring.

7. Provides technical expertise for products/services and oversees the implementation of new processes to support these products/services on an ongoing basis to ensure that client needs are met.

8. Stay abreast of regulatory updates/changes impacting alternative investment products and mutual funds.


Minimum of 5 years' experience in financial services including knowledge Transfer Agency processes.

Knowledge of FIS-TA and other FIS products beneficial but not required.

Posted: 2020-06-29 Expires: 2020-07-28
Sponsored by:
ADP Logo
Sponsored by:
Bank of America Logo

Featured Jobs[ View All ]

Featured Employers

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Remote Business Consultant, Transfer Agency

Northern Trust
Chicago, IL 60602

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast