Senior Business Analyst - Transfer Agency

• Manage and coordinate multiple phases of technical and/or business readiness activities within a project
• Support Transfer Agency client onboarding, fund migration, conversion, and deconversion initiatives
• Map end-to-end business processes and implement solutions for technological and process improvements
• Gather business requirements from stakeholders and review existing processes 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, providing expertise and support on the use of methods and tools
• Conduct needs analysis, task planning, process/data analysis and modelling, and/or logical database design activities
• Identify and assess risks to the success of the project
• Agree project approaches with stakeholders and prepare realistic plans
• Track activities against project schedules and manage stakeholder involvement as appropriate
• Support business readiness activities, including stakeholder engagement, training coordination, operational impact assessments, and implementation planning
• Handle training and build competency within the practice

Requirements

• 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
• Proven experience in Transfer Agency
• Experience supporting client onboarding, fund migration, conversion, and/or deconversion projects
• Excellent client-facing and stakeholder management skills
• People management skills, including mentoring, knowledge sharing, and capability development
• Strong self-management and delivery focus
• Innovative approach with the ability to balance creativity and risk management
• Strong knowledge of business analysis methodologies
• Good applications and technology knowledge
• Proven ability to ensure projects meet quality standards
• Highly proficient in MS Excel, PowerPoint, and Word
• Experience with NSCC processes is preferred

Core Competencies

Demonstrates expertise in managing technical and business readiness activities, with a strong focus on client onboarding, fund migration, and process improvement. Proficient in business analysis methodologies and stakeholder management, ensuring project quality and effective communication.

Highest-signal resume keywords

• Project Management Qualification
• Business Analysis Certification
• Transfer Agency Experience
• Stakeholder Management Skills
• MS Excel Proficiency

ATS Optimization Keywords Hard Skills

• Business Process Mapping
• Requirements Specification
• Needs Analysis
• Task Planning
• Process/Data Analysis
• Logical Database Design
• Risk Assessment
• Project Scheduling
• Quality Standards Compliance
• Training Coordination

Soft Skills

• Client-Facing Skills
• People Management
• Mentoring
• Innovative Problem Solving
• Self-Management

Certifications & Qualifications

• Project Management Qualification
• Business Analysis Certification

Industry Keywords

• Transfer Agency
• Client Onboarding
• Fund Migration
• Conversion Projects
• Deconversion Projects

Tools & Technologies

• MS PowerPoint
• MS Word
• NSCC Processes