Project Manager - Data Migration Lead (Transfer Agency)

Overview The Project Manager - Data Migration Lead (Transfer Agency) will lead the data migration workstream for new client onboarding and conversion activity. The role owns data migration strategy, mapping, business rules, reconciliation, testing, dress rehearsal, issue management and sign-off, coordinating client, prior administrator, project, business, technical and testing teams to ensure accurate and controlled migration into the target environment. Responsibilities Lead analysis of data migration requirements and define the migration strategy for onboarding/conversion projects. Liaise with client, previous administrator, project teams, business teams and technical teams to elicit, analyse, validate and communicate migration requirements. Lead data mapping from prior systems to target systems and define business rules for data on-load. Analyse initial datasets for quality, integrity, completeness and suitability for migration. Document mapping requirements, data dictionaries, templates, tools, migration approach and reconciliation approach. Act as SME for balance-only and history conversions, including image conversion where applicable. Develop or oversee data migration test cases, testing strategy and validation approach. Coordinate dress rehearsal and live runbook inputs for data migration components. Track data migration risks, issues, defects and resolution actions through to closure. Report progress, risks and escalations to Project Manager / Programme Manager and relevant governance forums. Deliverables: Data migration strategy and approach document. Data mapping specification, data dictionary, templates and toolset definition. Business rules mapping and source-to-target mapping documentation. Data quality and integrity assessment. Reconciliation plan, reconciliation evidence and sign-off pack. Data migration test strategy, test cases and validation evidence. Dress rehearsal and live runbook data migration sections. Migration issue/defect/risk tracker. Data migration readiness and go-live sign-off materials. Governance Responsibilities: Maintain data migration governance across requirements, mapping, testing, reconciliation, dress rehearsal and live migration checkpoints. Provide data migration status, risk, issue and readiness inputs to project governance. Ensure migration requirements, business rules, test evidence and sign-offs are documented and auditable. Manage risk and issue escalation where data quality, mapping, reconciliation or testing defects affect project readiness. Ensure data migration activity aligns to internal controls, client requirements, data protection and regulatory expectations. Qualifications Undergraduate degree or relevant professional qualification. PMP, PRINCE2 or equivalent project/programme management certification. Experience with implementation lifecycle, SDLC documentation, UAT, model office, transition planning or business readiness activity. Knowledge of compliance, AML, data protection, financial crime prevention, client asset or regulated operating environments. IT qualification or previous data migration experience in financial services. Experience with balance-only, history or image conversion in a Transfer Agency or fund administration context. Essential skills Excellent written and verbal communication with the ability to simplify complex delivery information for senior stakeholders and clients. Strong organisation, prioritisation and attention to detail, with the ability to manage multiple workstreams under tight deadlines. Proactive problem solving, issue resolution, escalation management and the ability to create momentum across teams. Confident use of Microsoft Office tools, project plans, status reports, RAID logs, runbooks and governance materials. Strong data analysis, mapping, reconciliation, requirements documentation and problem-solving skills. Ability to define detailed requirements with limited ambiguity and translate business needs into practical migration solutions. Good understanding of ETL, data validation, migration testing and logical data transformation considerations. Experience Proven experience in Transfer Agency operations and/or Transfer Agency client onboarding, conversions, fund launches, or operational change projects within a regulated financial services environment. Significant experience delivering complex client-facing onboarding, conversion, launch, or transformation projects within a regulated financial services environment. Strong understanding of Transfer Agency operating models, mutual fund products, fund setup, client servicing, investor lifecycle events, and distribution channels. Demonstrated project delivery expertise, including planning, dependency management, risk and issue management, governance, reporting, and stakeholder communications. Experience working within a matrix environment, managing multiple internal functions, senior stakeholders, clients, and third-party providers. Practical experience managing project documentation, governance packs, sign-offs, workstream reporting, and delivery artefacts throughout the project lifecycle. Strong knowledge of regulated financial services controls, operational risk frameworks, legal/compliance review processes, and client governance requirements. Understanding of onboarding and implementation activities including due diligence, gap analysis, target operating model (TOM) design, fund flows, SLA/KPI frameworks, management reporting, and business readiness/handover planning. Benefits At Expleo, we are committed to providing a competitive salary and substantial benefits offering with unique wellbeing, financial and employee recognition programmes. We pride ourselves on our diverse and inclusive culture and offer a variety of family friendly policies and enhanced leave to help you achieve a healthy work life balance. By providing significant learning and development opportunities, we encourage individual growth and success throughout your career with us. Collaborative working environment – we stand shoulder to shoulder with our clients and our peers through good times and challenges We empower all passionate technology loving professionals by allowing them to expand their skills and take part in inspiring projects Expleo Academy - enables you to acquire and develop the right skills by delivering a suite of accredited training courses Competitive company benefits such as medical and dental insurance, pension, life assurance, employee wellbeing programme, sports and social events, birthday hampers and much more! Always working as one team, our people are not afraid to think big and question the status quo. “We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age”. At Expleo, we understand that many people experience impostor syndrome throughout their lifetime, please do not let this discourage you from applying for this role. Our Talent Acquisition Team welcomes all CV’s and will consider your application in line with the values, requirements and role competencies.