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 resonsibilties 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
