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CLM Business Analyst

2 months ago


London, Greater London, United Kingdom Michael Page Full time
About the Role

We are seeking a highly skilled CLM Business Analyst to join our team at Michael Page. As a CLM Business Analyst, you will play a key role in ensuring the successful delivery of our CLM solution.

Key Responsibilities
  • Support the CLM Programme team in ensuring that the CLM solution delivery is meeting all daily tasks and change milestones, based on the agreed priorities and deadlines.
  • Assist with Requirements Gathering and Analysis: Conduct requirements gathering workshops with the business and technology teams to determine the current state of the business and future state.
  • Documentation Requirements: Document current, future, and gap analysis using business requirements document process maps.
  • Technical Expertise: Provide technical expertise across the Business Analysis function to be the 'go to' or escalation point for resolution of business analysis challenges and complex situations.
  • Testing & Implementation Support: Provide support for testing and implementation, including test case creation, coordination of user acceptance testing, and implementation to the business.
  • Stakeholder Management: Build effective relationships with required areas of the business and SMEs.
  • Process Improvement: Help identify current state processes, gather user stories, and document the future state design using a holistic approach.
  • Change Management: Act as a bridge between the business and technology to facilitate change.
  • Issue Resolution: Support the BA team in resolving issues and identifying viable solutions.
  • Vendor Management: Work on requirement gathering to customize an external vendor product to make it fit for the bank's use.
  • Operational Alignment: Work closely with the Target Operating Model Implementation consultancy to ensure the solution implemented ensures Ops Model alignment.
  • Data-Driven Decision Making: Use data to assess processes, determine requirements, and deliver data-driven recommendations and reports to executives and stakeholders.
  • Team Collaboration: Participate in the weekly Business Analyst team meetings and provide status updates on areas of responsibility and wider workstream deliverables.
  • Task Management: Work on tasks assigned by the PM or Programme manager appropriately within the CLM programme or its workstreams.
  • Process Improvement: Help implement industry-leading 'best in class technology' to streamline the end-to-end CLM process, through to Go-Live planning.
  • Business Analysis: Get involved in all aspects of business analysis tasks, including workshops, requirements gathering, drafting Business Requirements Documents, and User Acceptance Testing.
  • BA Framework Development: Assist with the ongoing development of BA framework, standards, and templates across EMEA in line with industry best practices.
  • Escalation Support: Help support escalations across all BA processes and documentation, including any complex or innovative requirements and their solutions.
  • Stakeholder Communication: Liaise with stakeholders to explain technical challenges, process flows, or new concepts highlighting the potential changes on the service, function, or system/s, including possible options, impacts, and potential links between required changes on the existing infrastructure.
  • Clear Communication: Communicate clearly within a multi-disciplinary team, ensuring that the benefits of changes and recommendations are made clear to the relevant departments and to senior stakeholders, and act as an escalation point for any uncertainty and concern.
Requirements
  • Education: Educated to degree level or equivalent experience.
  • Financial Services Experience: Experience in financial services (preferably CLM/KYC experience).
  • TOM Implementation: Demonstrable experience of implementing a Target Operating Model (including technology and non-technology deliverables).
  • Compliance Experience: Experience working with compliance and demonstrable experience of obtaining agreement from the compliance team (2LOD).
  • Process Optimisation: Experience working on Process Optimisation and obtaining FTE savings.
  • KYC Requirements: An understanding of KYC requirements for corporate banking and Capital Market customers.
  • Capital Market Knowledge: Some Capital Market Knowledge, including understanding of product and coverage.
  • End-to-End Project Delivery: Experience in industry-accepted End-to-End project delivery.
  • Requirement Gathering: Experience in requirement gathering, solution design, and implementing a 3rd party vendor KYC or CLM products within financial services.
  • AML and KYC: Experience in AML and KYC.
  • Agile Methodology: Experience in Agile methodology, experience gathering, managing, and tracking requirements through JIRA (or equivalent).
  • Operating Models: Experience in delivering Operating Models (assessments and analysis).
  • Banking and Capital Market Products: Expertise in banking & capital market products, prior experience of providing business process analysis, business requirements documentation, and supporting testing protocols.
  • Banking Back and Middle Office: An understanding of and experience in banking back and middle office.
  • BA Functions: Knowledge, skills, and experience across all BA functions (analytical, interpretative, process-driven, and evaluative), as well as an understanding of Process Mapping, Target Operating Models, Process Re-engineering, Option Orienteering, and Managing complex stakeholders.
  • BA Software Products: Proficiency with typical BA software products and systems.
  • Customer Risk: An understanding of Customer risk, KYC process, merging entities across EMEA, drafting of policies and procedures.
  • KYC Data Analysis: Experience in analysis of KYC data.
  • Task Management: Able to successfully manage multiple tasks at any given point, strong relationship-building skills & communication skills (both written and verbal).
  • Flexibility: Must demonstrate flexibility to move between 'big picture' thinking and handling detailed tactical information.
  • Team Collaboration: Able to work collaboratively in teams, ask probing questions to assess and rapidly understand complex business systems and processes, analyse data, and make recommendations based on evidence from data.
Nice to Have
  • Industry-Recognised BA Qualification: Industry-recognised BA qualification is beneficial.
  • EMEA KYC/CDD Regulations: Good understanding of EMEA level KYC/CDD regulations.
  • Project Management Experience: Project management experience.
  • Onboarding System Configuration: Experience configuring onboarding systems.