Business Analyst TA PERE (M/F) Primary responsibilities:
Actively participate in the planning and implementation of special internal and external projects for PCS
Draft analysis BRD, plan, implement and follow-up of internal projects, review and enhance current processes; implement best practices and new features, automate and standardize where possible
Establish an environment of continuous improvement that assesses work flow, processes and procedures on an ongoing basis, ensuring maximum efficiency and quality within the PCS department
Perform technical trainings for PCS or other teams closely collaborating with PCS teams if required
Review and comment private placement memorandums and Op Memo
Build fund fact sheet and review fund documentation
Perform set-up in Company systems, and set of specific files such as fees, waterfall, equalization,
performance fees
Design and draft process flows and/or business requirements
Perform IT development analysis and coordinate with T&O
Update operational procedures/checklists. Perform training and handover to Ops Lux/KL teams before go live
Ensure operational readiness with detailed documentation and communication
Accountable for ongoing satisfaction of clients by ensuring deliverables meet client needs and expectations.
Ensure that the organizational framework supports the delivery of quality client service and operational excellence.
Must-have:
Post-secondary education with an accounting/finance or business concentration or equivalent experience.
Minimum 7 years’ experience in Private Capital Services or financial services industry in an operations environment, with an extensive expertise in Transfer Agency
Project management or business analyst experience
Strong analytical, problem solving skills
Proven organizational and time management skills
Good communication skills
English and French are mandatory, all other languages is an asset
Risk management and mitigation focus
Proven organizational and time management skills
Track record of developing and implementing innovation and change
Technical expertise, ability to understand operating models end to end and business drivers
Interpersonal and networking skills with a proven track record of dealing with clients, management, colleagues and staff.
Nice-to-have:
Specific knowledge: SARA, Framework, Multifonds, Milvus, Efront is an asset, project management or
BA certification
Knowledge of SQL, VBA, Access