Senior PM Consultant – Fund Migration (m/f)

Senior PM Consultant – Fund Migration

We are looking for a Senior Fund Migration Consultant with a strong track record of delivering complex fund migration programmes end to end, from initial scoping through to post-migration stabilisation, across the full spectrum of asset servicing functions.

Key Responsibilities

• Lead end-to-end delivery of complex fund migration programmes, covering initial scoping, planning, execution, conversion, operational readiness, and post-migration stabilisation.
• Act as the primary project contact for clients, fund management companies, custodians, transfer agents, administrators, portfolio managers, brokers, and internal stakeholders, ensuring clear communication, decision-making, and escalation throughout the migration lifecycle.
• Define and maintain detailed project plans, migration roadmaps, wave plans, RAID logs, dependency trackers, runbooks, stakeholder maps, governance materials, and status reporting dashboards.
• Coordinate cross-functional teams across fund administration, transfer agency, custody, middle office, fund accounting, client service, legal, compliance, technology, and operations to deliver against agreed scope, time, cost, and quality objectives.
• Oversee key migration activities including data readiness, data validation, file delivery, reconciliation, operating model design, service model changes, testing, cutover planning, and go-live readiness.
• Chair working groups, steering committees, and governance forums, providing concise updates, recommendations, and decision papers to senior stakeholders.
• Identify, manage, and escalate risks and issues relating to data quality, system functionality, resource availability, client dependencies, regulatory constraints, and project scope.
• Drive standardisation and continuous improvement across migration methodology, documentation, controls, and reusable delivery frameworks.
• Support Client Service Delivery Managers in identifying service model impacts and ensuring changes are captured appropriately in service level agreements and handover documentation.

Requirements

• 5 to 10 years of consulting or project delivery experience within financial services, asset servicing, fund administration, or investment management.
• Demonstrable track record of delivering large and complex fund migration programmes as a consultant, including administrator transitions, fund conversions, launches, mergers, or liquidations.
• Strong understanding of investment funds and asset servicing operating models: fund administration, transfer agency, custody, middle office, fund accounting, and client service processes.
• Proven experience managing migration plans, conversion events, data validation, reconciliations, testing, cutover readiness, and post-implementation stabilisation.
• Excellent stakeholder management skills, with the ability to influence, challenge, and build trusted relationships with senior clients, internal partners, and external service providers.
• Strong governance discipline, including experience preparing executive-level status reporting, steering committee materials, RAID logs, project plans, runbooks, and decision papers.
• Ability to manage multiple concurrent workstreams, competing priorities, and dependencies while maintaining delivery discipline and attention to detail under pressure.
• Fluent in English, mandatory; French and/or German would be an important advantage.
• Project management certification (PMP, PRINCE2, AgilePM, or equivalent) is a valued plus.