Senior Business Analyst, Officer
1 month ago
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 a Subject Matter Expert/Business Analyst Role within Change Management
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 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 to other team members Ensure participation completion and implementation of projects as required and lead 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 requiredQuality:
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 LeadershipKnowledge and Competency Requirements
Specific knowledge, skills and qualifications to achieve required performance standards in an Officer role.
Essential
Excellent administrative, organizational 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 organizational, 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 good understanding of the Funds Industry 4-8 years' experience in a similar environment Accurate and precise Team oriented Organized Flexible Self-reliant Enthusiastic & motivated Fluent in English (written and verbal)Addendum (requirements specific to the role)
Essential
Strong analytical skills Able to handle medium/large data volumes Work experience in multi-location and multi language teamDesirable
Experience in Trailer fee client migration projects or medium-large Trailer fee Projects SQL or MS Access knowledge a minimum of 3 years within Trailer fee department (Support Department, Change Management, New Business or Operational Department) Knowledge about the role and responsibilities of a Transfer Agent-
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