Senior Business Analyst - Transfer Agency
ExpleoAbout the role
Overview
You will join our high performance team of Business Analysts and act as a senior providing professional advice, managing and/or co-ordinating an area within Business Analysis. You will have the opportunity to oversee technical areas within Business Analysis projects using available frameworks, tools and establishing project plans with on-time and on-budget project goals.
Responsibilities
- Manage and coordinate multiple phases of technical areas within a project and/or multiple small projects of moderate scope and sometimes complex assignments
- Map full business processes and implement solutions for technological and process improvements within the context of overall business processes
- Gather business requirements from stakeholders and review existing ones to produce detailed business requirement specification documents
- Run workshops using proven techniques for creating detailed business, functional and non-functional requirements
- Assist and supervise team contribution and communication to ensure complete requirement coverage
- Apply standards and methodologies. Provide expertise and support on use of methods and tools
- Responsible for needs analysis, task planning, process/data analysis and modelling and/or logical database design with relational databases
- Identify and assess risks to the success of the project
- Agree the project approach with stakeholders, and prepare realistic plans (including quality, risk and communications plans)
- Track activities against the project schedule and manage stakeholder involvement as appropriate
- Handle training and build competency within the practice
Qualifications
- Relevant third level qualification or equivalent work experience
Desirable
- Project Management qualification
- Management qualification or relevant years of experience
- Additional course or certification in Business Analysis
Essential skills
- Experience in Transfer Agency operations and applications
- Excellent client-facing and stakeholder engagement skills
- Strong analytical and problem-solving abilities, with attention to detail
- Ability to manage multiple priorities and meet tight deadlines
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Strong written and verbal communication skills
- Ability to work independently and collaboratively across teams
- High emotional intelligence and team-oriented mindset
- Self-motivated with a continuous improvement mindset
- Innovative thinker – proactive in proposing and implementing solutions
- Values openness, transparency, and a positive impact in the workplace
- Quick learner – grasps new concepts and applies them effectively
Experience
- Proven experience in the Funds Industry, particularly within Transfer Agency operations
- Hands-on involvement in client onboarding, new client launches, and conversions
- Experience supporting the design and implementation of global operating models
- Background in conducting UAT testing for system enhancements and client connectivity
- Demonstrated ability to analyse business requirements and translate them into operational solutions
- Experience working with cross-functional teams and engaging internal stakeholders
- Familiarity with operational implementation programs and process improvement initiatives
- Track record of working in fast-paced, deadline-driven environments with a focus on quality and efficiency
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.
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