Business Analyst - Operations
Role Description
The Business Analyst will assist with defining, establishing and maintaining the governance framework and associated controls to ensure the framework is adhered to. This employee will be required to review all existing Group and jurisdictional policies, identify gaps working with jurisdictional teams, create new or update Group and/or Operational P’s&P’s.
The Business Analyst will perform a pivotal role in interacting and engaging with jurisdictional client service teams where requirements are to be gathered, analysed and/or documented. They will take responsibility for tracking, reporting progress and delivering training for the Operational Framework and controls.
In addition, the Business Analyst will be assigned to existing ICS Fund Operations projects and future strategic initiatives, ensuring the timely completion of analysis and planning phases thereof.
The Business Analyst must possess strong analytical skills, excellent verbal and written communication skills, be self-driven and be able to work within a team and independently. The role requires effective and collaborative communication across multiple jurisdictional a client service teams and levels of the organisation.
Main responsibilities and duties
Analysis and review
- Identification of group and jurisdictional policies.
- Mapping of policies and procedures to the defined Fund Service Matrix.
- Gap analysis between existing group jurisdictional policies and procedures.
- Specific analysis and scoping requirements to facilitate project initiation and planning.
- Root Cause analysis.
Documentation
- Creating, maintaining and/or updating required ICS Fund Operations policies and procedures.
- Stay up to date with new and existing P&P requirements (Group changes etc) and timely changes to documentation.
- Documentation and facilitation of policy and procedure board approvals.
- Recording and maintenance of documentation on centralised documentation repositories.
Reporting and tracking
- Will be involved in Project Management activities, including maintaining project plans, resource mapping, issue escalation, management and communication of stakeholder requirements to ensure project deadlines are met.
- Ensure the analysis, review, documentation, approval and implementation of policies and procedures are tracked and reported timely.
- Provide MI reporting and updates on all assigned tasks and initiatives for internal communication and presentations.
- Present updates to staff, key stakeholders and Directors when required.
Collaboration and teamwork
- Work closely with jurisdictional teams including team leads to document necessary policies and procedures.
- Facilitating communication ‘The Business Analyst’ plays a critical role in facilitating communication across stakeholders and all seniority levels of jurisdictional client service teams.
Training
- Facilitate and provide training to support end users and key stakeholders.
Compliance
- Ensure policies and procedures adhere to compliance and audit requirements.
- Maintain data and document version and record integrity.
- Ensure all jurisdictional policies and procedures are compliant with Group policies and jurisdictional regulatory requirements.
Role Requirements
- Business Analysis qualification (Advantageous).
- Min 3 years Business Analysis experience within the Financial Services industry.
- Min 5 years Financial Service industry experience.
- Working understanding of Investment administration (advantageous).
- Proven track record of applying Business Analysis and documentation skills in the Finance Industry.
- Excellent verbal and written communication and organisational skills.
- Strong process analytical skills.
- Logical and critical thinking.
- Strong Microsoft 365 skills (Excel, Word, PowerPoint).
- Data and process visualisation. The ability to create and interpret visual representations of data and processes to provide insights to stakeholders.
- Working knowledge of Finance and Accounting.
- Familiarity with Accounting and Investor systems, including Investran, InvestOne, Viewpoint and PureFunds. (Advantageous)
Role remuneration
To be discussed…