Business Analyst Client Onboarding

Job Description

AboutNorthern Trust: NorthernTrust provides innovative financial services and guidance to corporations,institutions and affluent families and individuals globally. With 130 years offinancial experience and nearly 20,000 partners, we serve the worlds most sophisticated clients using leadingtechnology and exceptional service. As aNorthern Trust employee (Partner), you will be part of a flexible andcollaborative work culture, which has a strong history of financial strengthand stability. Movement within the organization is encouraged, senior leadersare accessible, and you can take pride in working for a company that iscommitted to strengthening the communities we serve. Werecognize the value of inclusion and diversity in culture, in thought, and inexperience, which is why Forbes ranked us the top employer for Diversity in2018. Role/DepartmentReportingto the New Business Manager you will work for the Change / Business ProcessAnalyst (BPA) Team within the UK Transfer Agency department. The TransferAgency department provides a third party fund administration service tonumerous fund management companies covering the full range of shareholderservicing functions. The UK TA change / BPA team itself is currently a team of12 full time staff in London and 9 in India. The prime responsibility of theteam 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. In therole the New Business senior consultant will be cross trained as a subjectmatter expert to complete client new business / fund activity and complete andsupport UK TA business queries, system set-up, key initiatives, UAT andregression testing, required project work and operational readiness. The rolewill also include understanding the relationship and liaising with FundAccounting, Custody, Depositary and IOO departments within Northern Trust and,to be considered as the team is established, externally. Thekey responsibilities of the role include: Act asa TA Lead on Client Migration Projects, with responsibilities including dataanalysis on outgoing administrator take off files, operating model, inflightdocumentation, operational readiness and all standard migrationtasks.Act asa TA lead on various fund related events, ranging from standard share classlaunches to complex new client launches as well as fund mergers, client takeoffs, change in depositary and client rebrandings,Interactingwith the Clients,business teams, linked departments within Norther Trust and external thirdparties including outgoing administratorsAttendor run external Client calls to go through current activity scheduled or forspecific projectsDevelopstrong relationships with Clients and third party providersSupportand complete business / client queries raised by the TA businessteamsAttendregular meetings with the UK TA Change / BPA TeamResponsiblefor the rollout of agreed new procedures within the change / BPAteam.Reviewexisting procedures, processes, and problems and recommends where automation orimproved processes can be implemented.Writeproposals and business requirements for system changes/enhancements.Implementnew efficiencies to improve accuracy and timeliness and reduce costs andrisk.Completeand/or manage regression testing or sign off for large and small changeprojects/changes, including Icon Retail upgrades and documentchangesNewClient / Fund activity / transition Unit Testing, User Acceptance Testing (UAT)and Client Joint UAT (JUAT)Interactwith external system providers (e.g. LineData Services, PSFinancials)Documenthigh level process flows for process improvements and systems changes to assistbusiness areas with procedure development.Handholdstaff on new process changes and new business / fund activity. Conducts postimplementation reviews to ensure desired process goals are achieved.OperationalReadinessSkills/Qualifications: Thesuccessful candidate will benefit from having: ProjectManagement skills - be able to create and manage a runbook , work in anefficient manner and set and work to obtainable deadlinesPreviousexperience in Transfer Agency and/or Business Process analysis/improvementand/or Transfer Agency Client OnboardingStrongclient servicing experience gained in a financial services companyProficientin the use of Excel, Powerpoint, Word, Adobe AcrobatStrongcommunication skills - written , oral and presentationGoodanalytical and strong time management skills*Workingwith Us:Wedlove to learn more about how your interests and experience could be a fit withone of the worlds most admired and ethical companies. In return, we willsupport you with your personal and career goals in a number of ways:Financial- Life Assurance, Disability Plan, Pension/ Gratuity, Annual PayReviewWorkLife Balance - Flexible Work Options, Incremental Annual Leave, CommunityVolunteer DaysHealth& Wellbeing - Private Medical Insurance, Active Sports &Social clubs (lunchtime and after-work groups), Employee AssistanceProgramProfessionalDevelopment - Clear Career Path, Education Assistance, RecognitionProgramme, NT University (wide range of online, virtual & in-house trainingoptions) and employee-led Business Resource Councils dedicated to diversity andinclusion initiatives.AndFinallyWe hopeyoure excited about the role and the opportunity to work with us.Wevalue an inclusive workplace and understand flexibility means different thingsto different people.Applytoday and talk to us about your flexible working requirements and together wecan achieve greater.For further information, and to apply, please visit our website via the "Apply" button below.