Business Analyst - Transfer Agency

Detailed Description From Employer:

Requirement: Transfer Agency Business Analyst

Contract Length: 6 months

Location: Hybrid - 2 days per week onsite

Start: ASAP/TBC

Overview

We are working on behalf of our consulting partner who is supporting an asset management client on a change and transformation initiative within Transfer Agency operations. We are seeking an experienced Transfer Agency Business Analyst to join the delivery team on a 6-month contract, working closely with the end client's operational and technology stakeholders.

The role will focus on analysing current-state TA processes, supporting change initiatives, and ensuring clear, well-documented requirements and outcomes across business and technology teams.

Key Responsibilities

Act as a Business Analyst within Transfer Agency change initiatives (operations, technology or regulatory driven)

Elicit, analyse and document business requirements using appropriate BA techniques

Map and document end-to-end Transfer Agency processes (eg dealing, registration, distributions, AML/KYC, pricing, settlements)

Support process optimisation, target operating model design and gap analysis

Facilitate workshops, stakeholder interviews and working sessions

Produce standard BA artefacts such as:

• Business Requirements Documents (BRDs)
• Functional Requirements/User Stories
• Process flows and swimlane diagrams
• Use cases and impact assessments
• Work closely with technology teams, vendors and operations to support solution design and delivery
• Support UAT planning, execution and defect triage where required
• Provide regular status updates and contribute to governance and reporting

Required Skills & Experience

• Proven Experience as a Business Analyst within Transfer Agency (asset management context is essential)
• Strong understanding of TA functions and operating models
• Experience working on change programmes within asset or wealth management
• Strong requirements gathering and documentation skills
• Ability to communicate effectively with both business and technical stakeholders
• Experience working in consulting or client-facing environments preferred
• Comfortable working onsite with clients as part of a hybrid delivery model

Desirable

• Experience working with TA platforms or service providers
• Knowledge of regulatory or operational change within asset management
• Prior Experience working with consulting firms or financial services transformations

Contract Details

• Initial 6-month contract, with potential to extend
• Hybrid working - 2 days per week onsite with the end client

Skills

• Business analysis
• Agile
• Analysis
• Data analysis
• Systems analysis
• Analytic
• requirements analysis
• requirement gathering
• requirements manage
• transfer agency
• transfer funds

Job Title: Business Analyst - Transfer Agency

Location: London, UK

Rate/Salary: 450.00 - 500.00 GBP Daily

Job Type: Contract

Trading as TEKsystems. Allegis Group Limited, Bracknell, RG12 1RT, United Kingdom. No. 2876353. Allegis Group Limited operates as an Employment Business and Employment Agency as set out in the Conduct of Employment Agencies and Employment Businesses Regulations 2003. TEKsystems is a company within the Allegis Group network of companies (collectively referred to as "Allegis Group"). Aerotek, Aston Carter, EASi, Talentis Solutions, TEKsystems, Stamford Consultants and The Stamford Group are Allegis Group brands. If you apply, your personal data will be processed as described in the Allegis Group Online Privacy Notice available at our website.

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