The incumbent will be the lead BA responsible for the Operations Readiness workstream of new client launches and conversion.
This includes designing, documenting and implementing global operating models and delivering quality Model Office / UAT testing for system enhancements, new operating models and connectivity for new client launches and conversions, and for building an Operational Implementation Program utilized for new client prospects.
The incumbent will possess expert knowledge of Transfer Agency Operations which includes product and service offerings; systems and processes and will be focused on operational efficiencies, being a solid advocate for change to support continued growth and overall evolution of the business.
The incumbent will work closely with operational teams and provide support to Sales; Service Delivery; Client Services and various other key stakeholders.
The Officer will be part of Operations Readiness team for New Client On-boarding and will be required to demonstrate a comprehensive knowledge of the Funds Industry and take a lead role during the analysis of Client requirements and creating and implementing the operating model.
Main purpose of role :
At this level you will be required to demonstrate a comprehensive knowledge of relevant work processes alongside a broad understanding of related and interfacing activities to provide effective management of Transfer Agency.
This role is an SME or has Lead and People Management responsibilties.
Development and maintenance of strong client relationshipsEnsure updates and adherence of procedures, policies and processesDeliver high quality serviceImplement procedural changes to improve performance of the department or of related business areasMaintain and develop expertise demonstrating judgment and an understanding of the businessIdentify and secure resources required by the department and ensure effective utilisationProvide adequate training to all grades in support of the overall organisation & Transfer Agency Training PlanFocus on development opportunities for all Team membersActively participate in the Talent Performance Process and monitor with your direct reportsInitiate and oversee tasks within a continuous improvement drive to ensure that the Department is efficient and seen as customer and quality drivenProvide support to Senior Associates and their reportsEnsure participation completion and implementation of projects as required and lead local team initiatives
Core Requirements : Regulatory :
Exercise due care and diligence, ensuring the role resonsibilties are organized and controlledMeet external and internal compliance / regulatory requirementsAttend and contribute to operational, client, risk, audit and regulatory meetings as required
Deliver quality, aiming for accuracy and meeting deadlinesReview processes and practices relating to the role and act for change and improvement in individual and team performanceCreate an environment that is flexible and adaptable and be a champion of changeAdhere to operational principles PACE & L : Professional, Accountable, Client Focused, Excellence and Leadership
Knowledge and Competency Requirements
Specific knowledge, skills and qualifications to achieve required performance standards in an Officer role.
Excellent administrative, organisational and business support skills with ability to multi-taskExcellent working knowledge of MS Office suite including Word, Excel and PowerPointStrong written & verbal communication skillsExcellent planning and co-ordination skills Ability to work accurately under pressure within tight deadlinesProactiveComprehensive procedural, technical and product knowledge of the Transfer Agency businessExperience in a similar environmentAccurate and preciseLead & mentorFlexibleSelf-reliantEnthusiastic & motivatedExcellent communications skillsExcellent in English (written and verbal)
Addendum (requirements specific to the role & team)
1. Expert knowledge of TA products, platforms, services and distribution channels
2. Expert knowledge of TA function and relation to other service providers
3. Ability to design and document the operating model and process flows
4.Confidence in liaising with clients to establish exact requirements and agree solutions for global operating model
5. Ability todocument requirements, draw up workflows and hold workshops to determine solutions
6. Ability to draw up model office testing plan to ensure operating model designed is fully tested
7. Previous experience in business implementation / business change environment (project based work)
8. Understanding and previous experience with fund launches, migrations and mergers
8. Independence, proactivity, adaptability
9. Resilience and ability to multi task.
1. Project management skills
2. Ability to accurately identify, document and recommend solutions to complex business problems
3. Ability to create detailed plans for execution and implementation of new processes
4. Understanding of the standard rules, regulations and legislation surrounding the fund administration industry