Overview
Skills
Job Details
TA (Transfer Agency)Platform Experienced Developer
Location: Malvern, PA (hybrid, onsite Tuesday-Thursday)
Client Domain: Financial Services
Duration: 6 months with Possible Extension
Interview Mode: video
Job Description:
“TA Platform” refers to the core Transfer Agency technology systems supporting investor recordkeeping, transaction processing, reporting, and controls.
They are seeking an experienced Transfer Agency (TA) Platform Subject Matter Expert to support the evaluation and validation of a new TA system implementation. The goal of this engagement is to ensure the platform aligns with industry standards, delivers required TA functionality, maintains strong operational controls, and supports modern best-practice capabilities.
This role will work closely with internal stakeholders and technology teams to assess system design, workflows, and controls through hands-on review and testing.
A candidate with “TA Platform experience” should be able to:
Navigate the TA system’s architecture and data model
Understand how TA workflows are configured and executed
Review or build system logic supporting TA transactions
Support testing, validation, and issue remediation
Partner with TA operations and compliance teams
Assess controls and system behavior, not just write code
They may be:
A configurator / platform developer
A senior systems analyst with hands-on platform work
A technical SME embedded in TA implementations
Must Haves:
5+ years of experience
Deep Transfer Agency functional expertise, including hands-on experience reviewing or implementing TA systems.
Strong documentation and communication skills, with the ability to present findings to both technical and business stakeholders.