Business Analyst (Transfer Agency & Fund Administration)

Business Analyst (Transfer Agency & Fund Administration)

Posted 1 week ago by Square One Resources

Negotiable
Inside
Hybrid
Edinburgh, United Kingdom

Summary: The Business Analyst role focuses on optimizing processes and systems within Transfer Agency and Fund Administration, collaborating with internal teams and clients to enhance operational efficiency and compliance. The position requires gathering and analyzing business requirements, supporting project management, and ensuring adherence to regulatory standards. The ideal candidate will have a strong background in financial services, particularly in Transfer Agency and Fund Administration operations. This is a 6-month contract position based in Edinburgh, classified as inside IR35.

Key Responsibilities:

  • Collaborate with stakeholders to gather and document business requirements for Transfer Agency and Fund Administration processes.
  • Analyze business processes and identify opportunities for improvement in Transfer Agency and Fund Administration.
  • Develop functional and technical specifications to support new fund launches or enhancements.
  • Participate in project planning and execution, ensuring effective translation of business requirements into system changes.
  • Identify and propose process optimization opportunities in workflows.
  • Ensure compliance with industry regulations related to Transfer Agency and Fund Administration operations.
  • Analyze data related to fund performance and prepare reports for senior management.
  • Foster relationships with internal teams and external clients to meet business needs.
  • Assist with the development and rollout of new products and services.

Key Skills:

  • 3-5 years of experience as a Business Analyst in financial services, focusing on Transfer Agency and/or Fund Administration.
  • Strong understanding of Transfer Agency operations and Fund Administration functions.
  • Knowledge of industry regulations such as AML, KYC, FATCA, and CRS.
  • Experience with securities services and financial markets infrastructure.
  • Proficiency in data analysis and reporting tools, particularly Excel.
  • Excellent communication and interpersonal skills.

Salary (Rate): 540

City: Edinburgh

Country: United Kingdom

Working Arrangements: Hybrid

IR35 Status: Inside IR35

Seniority Level: Mid-Level

Industry: Finance