Business Process Analyst Funds

4 days ago


London, United Kingdom Pontoon Full time

**New Business Process Analyst (Transfer agency)**

**London**

**7-month contract (extendable)**

**£450 per day Via umbrella**

My high-profile banking client is currently recruiting for a Business process analyst to work in their London based office on an initial 7 month contract, the role will be within Transfer agency. This is a hybrid role and office based 3 times a week.

**Role/Department**

Reporting to the New Business Manager you will work for the Change / Business Process Analyst (BPA) Team within the UK Transfer Agency department. The Transfer Agency department provides a third party fund administration service to numerous fund managementcompanies covering the full range of shareholder servicing functions. The UK TA change / BPA team itself is currently a team of 12 full time staff in London and 9 in India. The prime responsibility of the team is deal with business support, system development,client new business / fund activity, client on boarding, client off boarding, business development, small change and major projects.

The key responsibilities of the role include:

- Act as a TA Lead on Client Migration Projects, with responsibilities including data analysis on outgoing administrator take off files, operating model, inflight documentation, operational readiness and all standard migration tasks.
- Act as a TA lead on various fund related events, ranging from standard share class launches to complex new client launches as well as fund mergers, client take offs, change in depositary and client rebranding's,
- Interacting with the Client's, business teams, linked departments and external third parties including outgoing administrators
- Attend or run external Client calls to go through current activity scheduled or for specific projects
- Develop strong relationships with Client's and third party providers
- Support and complete business / client queries raised by the TA business teams
- Attend regular meetings with the UK TA Change / BPA Team
- Responsible for the rollout of agreed new procedures within the change / BPA team.
- Review existing procedures, processes, and problems and recommends where automation or improved processes can be implemented.
- Write proposals and business requirements for system changes/enhancements.
- Implement new efficiencies to improve accuracy and timeliness and reduce costs and risk.
- Complete and/or manage regression testing or sign off for large and small change projects/changes, including Icon Retail upgrades and document changes
- New Client / Fund activity / transition Unit Testing, User Acceptance Testing (UAT) and Client Joint UAT (JUAT)
- Interact with external system providers (e.g. LineData Services, PS Financials)
- Document high level process flows for process improvements and systems changes to assist business areas with procedure development.
- Handhold staff on new process changes and new business / fund activity. Conducts post implementation reviews to ensure desired process goals are achieved.
- Operational Readiness

**Skills/ Qualifications**:

- Project Management skills - be able to create and manage a runbook, work in an efficient manner and set and work to obtainable deadlines
- Previous experience in Transfer Agency and/or Business Process analysis/improvement and/or Transfer Agency Client Onboarding
- Strong client servicing experience gained in a financial services company
- Proficient in the use of Excel, PowerPoint, Word, Adobe Acrobat
- Strong communication skills - written, oral and presentation
- Good analytical and strong time management skills*

Pontoon is an employment consultancy and operates as an equal opportunities employer.



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