





Tier-1 bank, mid-level operations project role in metro with broad requirements increases applicant competition.
Role requires securities services/transfer agency expertise, reducing transferability across industries.
Explicit 6–10 years requirement plus Transfer Agency expertise and regulated finance domain raise filtering strictness.
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Lead and manage multiple operations projects/programs, coordinating with Product, Technology, and clients to deliver timely execution and mitigate risks.
Shape and drive process and technology transformation within Investor Services Operations, including analysis and oversight of system changes for smooth implementation.
Act as a trusted partner to clients and internal teams, maintaining project documentation, approvals, and contributing to department strategic planning.
6-10 years of experience in Project Management or operational improvements (e.g., Lean, reengineering).
Bachelor’s/University degree mandatory; Master’s degree preferred.
Subject matter expertise in ‘Transfer Agency’ function or related operations skill sets.
Experience driving projects with external clients and strong stakeholder influence skills.
Experienced in financial services operations, preferably asset management or Securities Services.
Familiar with PMBOK standards or holds PMP certification, indicating strong project management methodology knowledge.
Capable of working in fast-paced environments, managing complex projects involving multiple stakeholders and tight deadlines.