Business Analyst (Transfer Agency)

Job Req ID 22484222

Primary Location – Melbourne, Australia; Sydney, Australia

Job Category Operations – Transaction Services

The Role

Work as part of the Unit Registry/Transfer Agency (TA) Digital Support team, which supports clients and the Operations team in rolling out and enhancing the digital model and data interfaces for the Transfer Agency.

The role will involve query resolution and management, business analysis, testing, vendor engagement, process review and optimization, new business onboarding, and working with multiple stakeholders.

The individual appointed will form part of the Digital team, which will drive initiatives identified by Citi’s Product, Technology, and Operations teams.

The role focuses on digital services and data interfaces but will require a broader scope. The projects are varied and involve: Migrations, Client Onboarding, system development, Productivity, and Client Change.

Key Responsibilities:

The successful candidate will be involved in all aspects of business support & business analysis for vital strategic Clients and projects across APAC.

In respect of these, they will be responsible for ensuring:

1. Requirements gathering/gap analysis (including facilitation of workshops) and documentation of business requirements (BRD’s/Impact Assessments for enhancement requirements) for the system, including reporting.
2. Client and internal Citi query resolution relating to the Digital platform offering.
3. Assess opportunities to reduce risk and increase operational efficiencies through a detailed review of existing procedures and controls within the Digital model.
4. System set-ups for new Business and Digital model rollout.
5. Become a system SME – facilitate workshops with Operations teams to document existing processes, review, and improve.
6. Involvement in the planning, preparing and delivering the testing phases (including functional, regression, and Op model testing) for the system and processes, including developing, executing, and documenting test plans, test cases, and results.
7. Coordination, support, and execution of User Acceptance Testing, Model Office & Parallel runs (pre-implementation) in conjunction with GUAT and operation teams.
8. Working with multiple operational areas regarding each phase of the project to ensure input, engagement, and that operational requirements are reflected in the project deliverable.
9. Working with Operational Readiness in preparation for go-live.
10. Provide input to management at the TA platform level regarding coordinating environments, package releases, and testing.
11. Supporting the operating model design, systems migration process, and process re-engineering
12. Provide updates to maintain the APAC BOW
13. Assist in coordination and MIS of the BOW with the Global Change Team.
14. Contribute to other work streams and projects in the Change team as needed.
15. Quickly develop a solid understanding of the technical systems used to deliver the TA service Act as a functional TA SME if required.
16. Promote a ‘Fintech First’ approach when considering manual processes. Automation/efficiency should be the go-to model.
17. Development of trusted & collaborative relationships with technology counterparts.
18. Openly share knowledge internally and provide training to Ops teams where new functionality is released.
19. Work with the team to drive efficiencies & mitigate risk within our operational processes as we deliver to our clients.

Knowledge/Experience:

• Proven record of working in a Client or operational/technical support role.
• 2+ years of industry experience in Fund Administration in a technical analyst, change analyst, business analyst or business support role.
• Working knowledge of HTML
• Demonstrable understanding of TA business and processes
• Strong understanding of project management methodologies.
• Experience in working with vendors, clients, and/or operations teams in a support capacity.

Qualifications:

• Bachelor’s degree in accounting/finance/business studies/technology or equivalent desirable project management or business analyst certification preferred.
• Exceptional candidates who do not meet these criteria may be considered for the role, provided they have the necessary skills and experience in Transfer Agency, Business Support, and/or Change Management.

Skills & Competencies:

• Strong analytical skills
• Excellent problem-solving ability and good business judgment – knowing when to escalate, who to keep informed to identify next steps/resolution
• Excellent verbal and written communications skills, displaying professionalism at all times
• Demonstrated ability to work independently with minimal supervision, self-starter, adaptable
• Strong communication and stakeholder management skills.
• Proven ability to work as part of a high-performance team.
• A high degree of accuracy and attention to detail
• Ability to negotiate with and influence internal operational staff at all levels and project counterparts
• Ability to manage numerous competing concurrent activities and complex integration solutions
• Familiar with Change Control cycle and applying identical to their work-stream.
• Effective time management and the ability to adhere to deadlines are required.
• Highly PC literate (e.g., Visio, Project, PowerPoint, Quality Centre, Advanced Excel, Word, Outlook)
• Familiar with various data formats (HTML, SQL, XML etc)
• Highly motivated

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