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Senior Business Analyst, Transfer Agency

Northern Trust
Melbourne, Australia
Closing date
Jun 9, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Role Summary

The role will be responsible, in collaboration with product, operations, technology leads, for the execution of the global Transfer Agency / Unit Registry strategic transformation roadmap for Northern Trust with a primary focus on Australia.

The key responsibility of the Senior Business Analyst will be to lead the design of a modular future state operating model in collaboration with product, technology and strategic external partners, gathering operational requirements, creation of detailed business requirements documentation, ensuring operational readiness, implementation execution and operational handover for each defined milestone project and all related business analyst tasks.

This strategic ambition of the roadmap is complex with multiple dimensions, involving stakeholders and partners, both internal and external, across multiple countries and time zones and will likely involve change impacts to the business to achieve and maintain the key objectives. The role will assist also to develop a delivery strategy and structure that will adequately manage delivery risk and will maximise the program outcomes. The role will manage delivery against the strategy and will ensure ongoing alignment to deliver the program intent and realise the quantified and qualitative benefits.

What you will do

The key responsibilities of the role include (but are not limited to):
  • Confirm and engage with stakeholders (internal, external and 3rd parties) to ratify scope and objectives.
  • Identify cross/multi-project dependencies (where appropriate) and align plans across all.
  • Facilitating workshops with stakeholder groups to identify requirements
  • Documenting As Is and To Be processes, using narratives, process flows, swim lanes diagrams etc
  • Ensure all gaps/developments identified, and steps to resolve/complete are agreed and documented.
  • Monitor progress and maintain regular, timely & accurate communications to all stakeholders.
  • May require representing the project at standard governance & steering meetings.
  • Provide reporting to various stakeholder audiences, setting & managing expectations at all stages.
  • Establish clear roles & responsibilities.
  • Identifying risks and implementing solutions to mitigate against these risks.
  • Managing changes to plans, assessing impact on business requirements.
  • Chairing and leading workshops with Technology and Business partners to define and document project requirements.
  • Maintain governance by following project management best practice and use of approved document templates.
  • Keep all documents up to date, accurate, formatted, in correct folder structure, version controlled, ready for audit inspections.
  • Monitor issue resolution and capture approach; feed into Lessons Learnt for the benefit of future projects and encourage others within project team to record and advise of other potential process improvements.
About You
  • Transfer Agency / FA experience with thorough knowledge of Business Analyst procedures and processes, in addition to people management skills - hiring, team management, mentoring, performance management.
  • Business Analysis certification is desirable
  • Certification and experience in Agile / Scrum framework (ACP, PSM or CSM).
  • Knowledge of Transfer Agency TA Platforms.
  • Knowledge of some of following - Swift messaging, API's, Kafka, Micro-services, UXP design, Fund Accounting platforms (such as Global Invest One).
  • Knowledge of Investment Funds Industry with particular emphasis on the Transfer Agency.
  • Previous experience of Change Management/Business Analysis in an equivalent role
  • Experience of managing delivery of software solutions in line with client's technical specifications and/or business model requirements
  • Must be able to work effectively with all levels of staff and management in IT, business units and vendors.
  • Experience with large scale projects, and cross-team collaboration with strong influencing & persuasion skills
  • Ability to challenge status quo & effectively solve problems with solutions focused mindset
  • Strong communications skills (both verbal & written) with ability to deliver stand-up presentations to internal/external audiences at all levels
Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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