Client and Business Integration Analyst
SS&C Technologies
full-time
Posted on:
Location Type: Hybrid
Location: Melbourne • Australia
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About the role
- The Client and Business Integration Analyst plays a critical role in supporting the planning, coordination, and delivery of business and client initiatives within the Transfer Agency (TA) function.
- This role partners closely with internal teams and clients to ensure the successful implementation of operational and client-facing change, from requirements definition through to adoption and post-implementation support.
- Support the end-to-end delivery of business and client change initiatives, ensuring alignment with business objectives, client commitments, and regulatory requirements.
- Partner with Transfer Agency Operations, Client Experience, and Line 1 Risk teams to coordinate cross-functional delivery.
- Define, agree, and document initiative objectives, scope, requirements, success measures, dependencies, and impacts.
- Lead initiative scoping and contribute to operational process design in collaboration with clients and internal stakeholders.
- Apply consistent change standards, methodologies, and governance frameworks across all initiatives.
- Manage initiatives through the full lifecycle, from initiation and design through to implementation and post-go-live support.
- Track and manage timelines, milestones, resources, risks, and deliverables to ensure agreed outcomes are achieved.
- Provide regular progress updates, insights, and recommendations to stakeholders and senior leaders.
- Build and maintain strong relationships with internal teams, clients, fund managers, custodians, and third-party vendors.
- Identify, assess, and manage risks and issues, embedding effective risk management practices into all initiatives.
- Perform quality assurance checks to ensure accuracy, completeness, and compliance of deliverables.
- Maintain documentation, templates, and artefacts to support audit, governance, and regulatory requirements.
- Coordinate and implement configuration changes across core registry, statements, documents, and forms as required.
- Act as a subject matter expert, providing guidance and support to teams throughout change delivery.
Requirements
- Strong understanding of Transfer Agency operations and fund administration processes, with exposure to business transformation and process change initiatives
- Highly developed analytical and problem-solving skills, including the ability to interpret data, identify issues, and develop practical solutions
- Advanced proficiency in Excel
- Demonstrated drive, resilience, and tenacity, with the ability to work through complexity and maintain momentum
- Ability to manage competing priorities and perform effectively under pressure without compromising quality
- Proven experience working collaboratively with cross-functional teams and influencing a broad range of stakeholders
- Strong written and verbal communication skills, with the ability to clearly convey complex information to technical and non-technical audiences
- 8+ years’ experience in Financial Services, including 5+ years in Unit Registry, Fund Administration, or Custody environments
- Experience delivering or supporting change initiatives such as fund launches and closures
- Exposure to project and change management methodologies, including Agile
- Polished interpersonal and client engagement skills, with the ability to delegate and provide direction to specialist staff
- Lean Six Sigma certification is highly regarded
- Experience with Jira and Trust Architect is desirable but not essential
Benefits
- Flexibility : Hybrid Work Model
- Income Protection Insurance
- Flexible Time Off
- Private Health Insurance discount
- Primary & Secondary Paid Parental leave
- Death & TPD Insurance
- Committed to Welcoming, Celebrating and Thriving on Diversity
- Hands-On, Team-Customised training including SS&C University
- Discounts on fitness clubs, travel and more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Transfer Agency operationsfund administration processesbusiness transformationprocess change initiativesanalytical skillsproblem-solving skillsExcelproject management methodologieschange management methodologiesLean Six Sigma
Soft skills
driveresiliencetenacityability to manage competing prioritiescollaborative skillsinfluencing skillsstrong written communicationstrong verbal communicationinterpersonal skillsclient engagement skills
Certifications
Lean Six Sigma certification