Senior Business Analyst Trust & Custody
Core
Design and strengthen the operating model for cash reconciliation and transitional processes within the trust operations ecosystem, integrating with a third-party sub-custodian.
Role type
Senior Business Analyst (Trust & Custody)
Builds
Trust operations ecosystem, cash reconciliation processes, and transitional procedures
Domain
Financial Services / Mutual Funds / Retirement / Trust & Custody
Required skills
Process design, Risk mitigation, Reconciliation (cash and securities), SQL, Excel, PowerBI, FIS OMNI (OmniTrade, OmniDC, OmniScript), Mutual fund operations, Training development
Preferred skills
Strategic alignment, Vendor oversight, Project management
Technologies
SQL, Excel, PowerBI, FIS OMNI
Responsibilities
Design and strengthen operating models for cash reconciliation and transitional processes; Act as SME for trust operations and develop training collateral; Conduct risk analysis to identify and mitigate operational risks; Define and monitor KPIs for operational efficiency; Lead trust operations projects; Prepare status reports for management.
Seniority
Senior, hands-on IC
