Transfer Agency Business Analyst recruitment
The role involves analysing change, defining requirements, planning and resolving queries of clients internal to the Fund Services organisation as well as external Fund clients.
Citi is driving a period of sustained changed in a complex and challenging market environment. Introduction of change with a focus on driving competitiveness and efficiency to ensure sustainability is essential. The individual appointed will form part of the team which will drive support of the new systems and processes introduced within the overall TA platform.
The focus for the appointee will be to manage change requests on the TA platform and service complex queries from clients in relation to the system capabilities. Key systems and services to be supported include Citi's Front End system, Media Vendor output, Commissions process, core platform changes etc.
Key Responsibilities:
• Liaise with internal TA BAU operations teams and Client implementations teams regarding requirements from new or existing clients.
• Manage the change with vendors involved including analysing requirements, submitting requests, managing delivery with the vendors, testing and implementation
• Co-ordinate minor project initiatives such as ad hoc mailing requests from change request through to delivery
• Act as SME for queries from internal and external clients on reporting capabilities
• Use formal tracking tools for managing status of all support activities
• Manage communication with internal and external clients regarding the overall status of queries or minor project initiatives
• Prepare and maintain procedure documents regarding the processes supported
• Communicate effectively with internal technology partners or the vendor in order to investigate reason for issues with a view to resolving the issues in an efficient manner
• Communicate effectively with internal technology partners or the vendor in order to investigate reason for issues with a view to resolving the issues in an efficient manner
• Support the rollout and on-boarding of the new applications across internal and external teams
• Suggest areas for improvement in internal processes along with possible solutions
• Understand the need for personal professional development and become actively involved in setting challenging goals, personally and for the team, and meeting them through continuous learning.
Development Value:
The candidate will have the opportunity to get involved with a support of a new platform within the Citi TA business. This is an ideal opportunity to grow and develop analysis skills, communication skills and develop a deeper technical understanding of the system set for Transfer Agency. The support provided is critical to the success of the service provided to TA clients within Citi.
Skills
Knowledge/Experience:
Essential:
- Extensive knowledge / experience of the Transfer Agency business
- Subject matter expertise of several areas of TA business and a good understanding of reporting requirements to support TA operations and external clients
- Knowledge of at least one TA platform
- Strong business analysis skills
- Experience of project implementation and management of change
- Strong communication skills
Desirable:
- Knowledge of GTAS, Navigator and VBS an advantage
- Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
Skills Competencies:
Pragmatism combined with a can-do attitude is a pre-requisite.
Excellent reading and analytical skills to identify all potential test cases related to a particular functional enhancement
Discipline and perseverance to work on repetitive tasks
Able to work to a plan and flag risks and issues
Computer literate with knowledge of MS Office applications, in particular MS Excel and MS Project
Excellent organisation skills
Strong interpersonal skills particularly in dealing with internal stakeholders and vendors
Valuing diversity. Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organizational success.