Technical Readiness Business Analyst for TA New Client Onboarding, Officer
Core
Lead technical readiness for new client onboarding and conversions in the Funds industry, managing global operating models and system connectivity.
Role type
Senior Business Analyst (Transfer Agency)
Builds
Operational implementation programs and technical readiness playbooks for new client launches
Domain
Financial Services / Funds Industry / Transfer Agency (via careerplan.io/jobs/R-793506-1-technical-readiness-business-analyst-for-ta-new-client-onboarding-officer-at-statestreet)
Required skills
Transfer Agency applications expertise, business analysis, gap analysis, project management, requirements gathering, stakeholder management, regulatory compliance knowledge, process design, risk management, documentation
Preferred skills
Knowledge of NSCC, ETFs, UCITS funds, global distribution channels, quantitative analysis, leadership, virtual team management
Technologies
MS Office suite (Word, Excel, PowerPoint), Transfer Agency platforms
Responsibilities
Develop and maintain technical readiness playbooks, conduct client due diligence, lead gap analysis, oversee product testing, manage client-facing project risks, coordinate cross-functional project teams, and ensure regulatory compliance
Seniority
Senior, hands-on IC with leadership responsibilities