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Business Analyst - Operations - Fund Services

Company:
executiveplacements.com
Location:
Cape Town, Western Cape, South Africa
Posted:
April 25, 2024
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Description:

Job Specification

Business Analyst will assist with defining, establishing and maintaining our clients governance framework and associated controls

Required to review all existing Group and jurisdictional policies, identify gaps and working with jurisdictional teams, create new or update Group and or Operational Ps &Ps

Business Analyst will perform a pivotal role in interacting and engaging with jurisdictional client service teams where requirements are to be gathered, analyzed and/or documented Take responsibility for tracking and reporting progress and delivering training for the Operational Framework and controls

Assigned to existing ICS Fund Operations projects and future strategic initiatives, ensuring the timely completion of analysis and planning phases thereof

Role requires effective and collaborative communication across multiple jurisdictional client service teams and levels of the organization

Analysis and review

Identification of required group and jurisdictional policies

Mapping of policies and procedures to the defined Fund Service Matrix

Gap analysis between existing Group and jurisdictional policies and procedures

Specific analysis and scoping requirements to facilitate project initiation and planning

Root Cause analysis

Documentation

Creating, maintaining and/or updating required ICS Fund Operations policies and procedures

Stay up to date with new and existing P&P requirements (Group changes) and timely changes to documentation

Documentation and facilitation of policy and procedure board approvals

Recording and maintenance of documentation on centralized documentation repositories

Reporting and tracking

Will be involved in Project Management activities, including maintaining project plans, resource mapping, issue escalation, management, and communication of stakeholder requirements to ensure project deadlines are met

Ensure the analysis, review, documentation, approval and implementation of policies and procedures are tracked and reported timely

Provide MI reporting and updates on all assigned tasks and initiatives

Produce spotlight updates on all assigned tasks and initiatives for internal communication and presentations

Present updates to staff, key stakeholders and Directors when required

Collaboration and teamwork

Work closely with jurisdictional teams including team leads to document necessary policies and procedures

Facilitating communication

Plays a critical role in facilitating communication across stakeholders and all seniority levels of jurisdictional client service teams

Training

Facilitate and provide training and support to end users and key stakeholders

Compliance

Ensure policies and procedures adhere to compliance and audit requirements

Maintain data and document version and record integrity

Ensure all jurisdictional policies and procedures are complainant with Group policies and jurisdictional regulatory requirements

Minimum Requirements

Business Analysis qualification (Advantageous)

Min 3 years Business Analyst experience within the Financial Services industry

Min 5 years Financial Services industry experience

Working understanding of Investment Administration (advantageous)

Proven track record of applying Business Analysis and documentation skills in the Finance Industry

Excellent verbal and written communication and organizational skills

Must possess strong analytical skills, excellent verbal and written communication skills, be self-driven and able to work both within a team and independently

Logical and critical thinking

Strong Microsoft 365 applications skills (Excel, Word, PowerPoint).

Data and process visualization: The ability to create and interpret visual representations of data and processes to provide insights to stakeholders

Working knowledge of Finance and Accounting

Familiarity with Accounting and Investor systems, including Investran, InvestOne, Viewpoint, PureFunds (Advantageous)

Kindly note that by submitting your application for this career opportunity, you agree that Guardian Recruiting may use your application for the purpose of the recruitment and selection of the said position and this information may be shared with the relevant stakeholders in the business.

Please note that only short-listed candidates will be contacted.

Should you not have heard back within a two-week period, please assume that your application was unsuccessful

All job postings are in accordance with our Client's BEE requirements. Please only send certificates when requested to do so.

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