Senior Business Analyst, Officer

Main purpose of role:

At this level you will be required to demonstrate a comprehensive knowledge of relevant work processes alongside a broad understanding of related and interfacing activities to provide effective management of Transfer Agency. This role is an SME or has Lead and People Management responsibilties.

Responsibilities:

• Development and maintenance of strong client relationships
• Ensure updates and adherence of procedures, policies and processes
• Deliver high quality service
• Implement procedural changes to improve performance of the department or of related business areas
• Maintain and develop expertise demonstrating judgment and an understanding of the business
• Identify and secure resources required by the department and ensure effective utilisation
• Provide adequate training to all grades in support of the overall organisation & Transfer Agency Training Plan
• Focus on development opportunities for all Team members
• Actively participate in the Talent Performance Process and monitor with your direct reports
• Initiate and oversee tasks within a continuous improvement drive to ensure that the Department is efficient and seen as customer and quality driven
• Provide support to Senior Associates and their reports
• Ensure participation completion and implementation of projects as required and lead local team initiatives

Core Requirements:

Regulatory:

• Exercise due care and diligence, ensuring the role responsibilities are organized and controlled
• Meet external and internal compliance/regulatory requirements
• Attend and contribute to operational, client, risk, audit and regulatory meetings as required

Quality:

• Deliver quality, aiming for accuracy and meeting deadlines
• Review processes and practices relating to the role and act for change and improvement in individual and team performance
• Create an environment that is flexible and adaptable and be a champion of change
• Adhere to operational principles PACE & L: Professional, Accountable, Client Focused, Excellence and Leadership

Knowledge and Competency Requirements

Specific knowledge, skills and qualifications to achieve required performance standards in an Officer role.

Essential

• Excellent administrative, organisational and business support skills with ability to multi-task
• Excellent working knowledge of MS Office suite including Word, Excel and PowerPoint
• Strong written & verbal communication skills
• Excellent organisational, planning and co-ordination skills
• Ability to work accurately under pressure within tight deadlines
• Proactive
• Comprehensive procedural, technical and product knowledge of the Transfer Agency business
• A very good understanding of Fund Accounting, Custody and Regulatory background to Funds Industry
• 5-8 years experience in a similar environment
• Accurate and precise
• Team oriented
• Organised
• Flexible
• Self-reliant
• Enthusiastic & motivated
• Fluent in English (written and verbal)

Addendum (requirements specific to the role)

Essential

Desirable

• Experience in Trailer fee client migration projects or medium-large Trailer fee Projects
• Strong analytical skills
• Able to handle medium/large data volumes
• SQL or MS Access knowledge
• a minimum of 3 years within Trailer fee department (Support Department, Change Management, New Business or Operational Department)
• Work experience in multi-location and multi language teams

For further information, and to apply, please visit our website via the “Apply” button below.