Consultant
Core
Manage client change, operational, and regulatory modernization programs for transfer agency systems including FIS TA, 3270, Funds AUM, OLA, TAARA, and RTC.
Role type
Senior Business Analyst / Change Management Consultant
Builds
Transfer agency core application upgrades, system installs, product releases, and critical testing activities for mutual funds, collective investment trusts, and hedge funds.
Domain
Wealth management / Transfer Agency / Financial Services
Required skills
Requirements management, Business requirement documentation, Test strategy planning, Manual and automated testing, Agile/Scrum frameworks, Project management consultation, Stakeholder coordination
Preferred skills
Change initiative leadership, Complex project delivery, Analytical problem-solving, Time management
Technologies
FIS TA, 3270, Funds AUM, OLA, TAARA, RTC
Responsibilities
Elicit and analyze requirements by coordinating with business and technology teams; Prepare business requirement documentation, user stories, and acceptance criteria; Execute test cases and review results to troubleshoot defects; Facilitate business analysis, development, and testing throughout the project lifecycle; Support new client and fund launches in core systems; Ensure project delivery adheres to agreed governance, SDLC, and Agile Framework.
Seniority
Senior, hands-on IC