Transfer Agency Business Analyst | Banking
Core
Senior Consultant leading Transfer Agency transformation programs for top-tier financial institutions, focusing on operational efficiency, automation, and digitization of the investor lifecycle.
Role type
Senior Consultant (Transfer Agency Transformation)
Builds
Target operating models and future-state processes for transfer agency and investor servicing functions
Domain
Financial Services / Securities Services / Transfer Agency
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Transfer Agency operations, Fund Services, Investor Services, Custody, Securities Services, Business Analysis, Requirements Gathering, Process Mapping, Change Management, Stakeholder Engagement, Agile/Waterfall methodologies
Preferred skills
Transfer Agency platforms, Fund servicing systems
Responsibilities
Work with business stakeholders and technology teams to deliver Transfer Agency transformation programmes; Gather, analyse, and document business requirements, user stories, process flows, and functional specifications; Support change initiatives covering the end-to-end investor lifecycle; Conduct business process analysis to identify opportunities for operational efficiency, controls enhancement, automation, and digitization; Develop target operating models and future-state processes across transfer agency and investor servicing functions
Seniority
Senior, hands-on IC