KNOWLEDGE AND EXPERIENCE REQUIRED

  • What knowledge, skills and abilities are necessary to perform this job in a satisfactory manner?

  • Strong organizational abilities and ability to multi-task
  • High attention to detail and accuracy
  • Proven ability to work with cross functional, global and regional teams
  • Strong written, verbal and presentation communication skills
  • Strong time-management and ability to work with others to deliver complex change
  • Strong interpersonal skills and the ability to work effectively with associates on potentially tough issues, and the ability to facilitate decision making and defintion of solutions

  • Significant Business Analyst experience
  • Strong experience in eliciting, documenting and communicating product/solution requirements
  • Asset management operations and operating model change experience
  • Experience of working on portfolio accounting and reconciliation projects or operations
  • Global project experience
  • Experience in the investment management industry experience

DESCRIPTION OF DUTIES

Number

Major Activities

% Time

1.

Work with global operations functional experts and stakeholders to map current and future state processes and capture requirements as required by the project plan

30

2.

Work with accounting and reconciliation functional experts across the business to collate and validate data required for the implementation

20

3.

Work with functional experts to develop test scripts and execute testing

35

4.

Maintain project logs ensuring actions and issues are captured, prioritised and progressed. Support project planning, documents management & project reporting into the global program as required

15