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Senior Business Analyst – Transfer Agency
Expleo GroupSenior Business Analyst in Transfer Agency managing client onboarding and fund migration projects, overseeing business analysis within high-performance teams at Expleo.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing technical and business readiness activities, with a strong focus on client onboarding, fund migration, and process improvement. Proficient in business analysis methodologies and stakeholder management, ensuring project quality and effective communication.
Highest-signal resume keywords
Project Management QualificationBusiness Analysis CertificationTransfer Agency ExperienceStakeholder Management SkillsMS Excel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Process MappingRequirements SpecificationNeeds AnalysisTask PlanningProcess/Data AnalysisLogical Database DesignRisk AssessmentProject SchedulingQuality Standards ComplianceTraining Coordination
Soft Skills
Client-Facing SkillsPeople ManagementMentoringInnovative Problem SolvingSelf-Management
Tools & Technologies
MS PowerPointMS WordNSCC Processes
Certifications & Qualifications
Project Management QualificationBusiness Analysis Certification
Industry Keywords
Transfer AgencyClient OnboardingFund MigrationConversion ProjectsDeconversion Projects
About the role
Key responsibilities & impact- Manage and coordinate multiple phases of technical and/or business readiness activities within a project
- Support Transfer Agency client onboarding, fund migration, conversion, and deconversion initiatives
- Map end-to-end business processes and implement solutions for technological and process improvements
- Gather business requirements from stakeholders and review existing processes to produce detailed business requirement specification documents
- Run workshops using proven techniques for creating detailed business, functional, and non-functional requirements
- Assist and supervise team contribution and communication to ensure complete requirement coverage
- Apply standards and methodologies, providing expertise and support on the use of methods and tools
- Conduct needs analysis, task planning, process/data analysis and modelling, and/or logical database design activities
- Identify and assess risks to the success of the project
- Agree project approaches with stakeholders and prepare realistic plans
- Track activities against project schedules and manage stakeholder involvement as appropriate
- Support business readiness activities, including stakeholder engagement, training coordination, operational impact assessments, and implementation planning
- Handle training and build competency within the practice
Requirements
What you’ll need- Relevant third level qualification or equivalent work experience
- Desirable Project Management qualification
- Management qualification or relevant years of experience
- Additional course or certification in Business Analysis
- Proven experience in Transfer Agency
- Experience supporting client onboarding, fund migration, conversion, and/or deconversion projects
- Excellent client-facing and stakeholder management skills
- People management skills, including mentoring, knowledge sharing, and capability development
- Strong self-management and delivery focus
- Innovative approach with the ability to balance creativity and risk management
- Strong knowledge of business analysis methodologies
- Good applications and technology knowledge
- Proven ability to ensure projects meet quality standards
- Highly proficient in MS Excel, PowerPoint, and Word
- Experience with NSCC processes is preferred
Benefits
Comp & perks- Competitive salary and substantial benefits offering
- Unique wellbeing, financial and employee recognition programmes
- Diverse and inclusive culture
- Variety of family friendly policies and enhanced leave
- Significant learning and development opportunities
- Collaboration with clients and peers
- Empowerment of technology loving professionals to expand skills
- Expleo Academy providing accredited training courses
- Medical and dental insurance
- Pension
- Life assurance
- Employee wellbeing programme
- Sports and social events
- Birthday hampers