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Lead Migration Specialist

  • Permanent

Job Title: Lead Migration Specialist

Location: London (hybrid) 

Role Overview:

William Rose Associates are working alongside a top-tier Transfer Agent who are looking for a Lead Migration Specialist to join their team.  This is a client-facing role for which you will be responsible for all aspects of the data migration workstream, including potentially concurrent projects.  For smaller projects you may be working alone, whilst for others you would be expected to lead a larger team of specialists.

The right candidate has an analytical and inquiring mindset, willing to take the lead on understanding and documenting often complex data requirements and rules.  Ideally, you view every challenge through different viewpoints and then present options.  You would be expected to ratify and challenge assumptions, looking to continually improve the migration product and service we offer; whilst adding value to the supply chain and project success.

Please note that this role requires occasional out-of-hours (including weekend) working.


  • Producing status reports, including metrics for projects under your remit.
  • Source data analysis.
  • Mapping source data attributes and values to the target product.
  • Supporting the software engineers to deliver a first-class migration product.
  • Identifying gaps between source applications (either through experience and/or the data) and the target product, flagging these to the Product Owners.
  • Representing the migration team in scrums, assisting in investigations, testing, etc.
  • Defining/measuring success criteria by working with all parties on validation techniques such as the testing of migrated data and reconciliations.
  • Working with the Asset Manager/Transfer Agent to understand their inflight strategy and requirements, and to ensure that any build is conveyed to the engineers.
  • Analysis of Inflight/cutover scenarios, validating against the data available and assisting in defining the runbook.
  • Setting best practices and standards.
  • Championing data migration across the business and our client community.

  • 5+ years’ experience in Transfer Agency migrations, specifically data analysis and mapping.  Any experience of global financial services and applications would be advantageous.
  • Technical experience of multiple Transfer Agent platforms.
  • Experience leading multiple data migrations within the Transfer Agency industry.
  • Highly proficient in SQL.
  • Solid understanding and preferably hands-on experience of the ETL process/tooling.
  • Proficient in visual design and architecture wireframing tools.
  • Experience leading, directing, and mentoring other team members.
  • Good organisation change management skills and the ability to manage multiple priorities concurrently.
  • An understanding of the software development process including programming, build, release management, and issue/problem resolution.
  • Strong analytical capability and excellent verbal and written communication skills.
  • Proven Stakeholder management skills.


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