Business Analyst (Transfer Agency)
Work as part of the Unit Registry/Transfer Agency (TA) Digital Support team, who provide support to Clients and Operations team in both rolling out and enhancing the digital model and data interfaces for Transfer Agency . The role will involve query resolution and management, business analysis, testing, engagement with vendors, process review and optimization, new business on-boarding and working with multiple stakeholders.
The individual appointed will form part of the Digital team which will drive initiatives identified by Citi’s Product, Technology and Operations teams. The projects are varied and involve: Migrations, Client On-boarding, system development, Productivity and Client Change. The role has a focus on digital services and data interfaces but will involve a broader scope as required.
Successful candidate will be involved in all aspects of business support & business analysis for key strategic Clients and projects across APAC. In respect of these, they will be responsible for ensuring:
Requirements gathering/gap analysis (including facilitation of workshops) and documentation of business requirements (BRD’s/Impact Assessments for enhancement requirements) for the system including reporting.
Client and internal Citi query resolution relating to the Digital platform offering.
Assess opportunities to reduce risk and increase operational efficiencies through detailed review of existing procedures and controls within the Digital model.
System set ups for new Business and Digital model roll out.
Become system SME - facilitate workshops with Operations teams to document existing processes, review and improve.
Involvement in the planning, preparation and delivery of the testing phases (including functional, regression and Op model testing) for the system and processes, including developing, executing and documentation of test plans, test cases and results.
Co-ordination, support and execution of User Acceptance Testing, Model Office & Parallel runs (pre implementation) in conjunction with GUAT and operation teams.
Working with multiple operational areas in regard to each phase of the project to ensure input, engagement, and that operational requirements are reflected in the project deliverable
Working with Operational Readiness in preparation for go-live.
Provide input to management at TA platform level re co-ordination of environments, package releases, testing.
Supporting the operating model design, systems migration process and process re-engineering
Provide updates to maintain the APAC BOW
Assist in co-ordination and MIS of the BOW with the Global Change Team.
Contribute to other work-streams and projects in the Change team, as the need arises.
Quickly develop solid understanding of the technical systems used to deliver the TA service Act as functional TA SME if required.
Promote a ‘Fintech First’ approach when considering manual processes. Automation/efficiency should be the go to model.
Development of trusted & collaborative relationships with technology counterparts.
Openly share knowledge internally and provide training to Ops teams where new functionality is released.
Work with the team to drive efficiencies & mitigate risk within our operational processes as we deliver to our clients.
Proven record of working in a Client or operational/technical support role.
2+ years of industry experience in Fund Administration in a technical analyst, change analyst, business analyst or business support role.
Working knowledge of HTML
Demonstrable understanding of TA business and processes
Strong understanding of project management methodologies.
Experience in working with vendors, clients and/or operations teams in a support capacity.
Bachelor’s degree in accounting/finance/business studies/technology or equivalent desirable project management or business analyst certification preferred.
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience in Transfer Agency, Business Support and/or Change Management.
Skills & Competencies:
Strong analytical skills
Excellent problem solving ability and good business judgement – knowing when to escalate, who to keep informed to identify next steps/resolution
Excellent verbal and written communications skills, displaying professionalism at all times
Demonstrated ability to work independently with minimal supervision, self- starter, adaptable
Strong communication and stakeholder management skills.
Proven ability to work as part of a high-performance team.
High degree of accuracy and attention to detail
Ability to negotiate with and influence internal operational staff at all levels and project counterparts
Ability to manage numerous competing concurrent activities and complex integration solutions
Familiar with Change Control cycle and applying same to their work-stream.
Effective time management and ability to adhere to deadlines is required.
Highly PC literate (e.g. Visio, Project, PowerPoint, Quality Centre, Advanced Excel, Word, Outlook)
Familiar with various data formats (HTML, SQL, XML etc)
Valuing Diversity - Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organizational success.
Job Family Group:Operations - Transaction Services
Job Family:Transaction Capture Services
Time Type:Full time
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
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