Technical Readiness Business Analyst for TA New Client Onboarding, Officer

Main purpose of role: The Technical Readiness Officer of New Client On-boarding will be required to demonstrate a comprehensive knowledge of the Funds Industry and will take the lead role in the management of the Technical Readiness. The incumbent will be responsible for new client launches and conversions, supporting the designing and implementing of global operating models, supporting quality UAT testing for system configuration, new operating models, connectivity for new client launches and conversions, and for building an Operational Implementation Program utilized for new client prospects.  The incumbent will possess expert knowledge of Transfer Agency Business and Applications, product and service offerings, systems and processes and will be focused on operational efficiencies, being a solid advocate for change to support continued growth and overall evolution of the business.  The incumbent will work closely and provide support to Sales and Development, Operational Readiness, Operations and various other key stakeholders.

Develop and maintain a comprehensive Technical Readiness New Client Onboarding playbook and ensure all tasks are delivered / completed on a timely basis. Conduct Due Diligence sessions with clients to assess their existing needs, and to work internally with team members to match those needs with TA Application functionality and/or processes. Co Lead gap analysis working closely with Operational Readiness Team and Operations. Oversee Research and requirements gathering; process analysis; investigation of existing functionality; gap analysis, preparation of Project Management and SDLC documents, participation in design of new functionality; ensure functionality/products satisfy the legal, regulatory and client requirements. Maintain relevant artefact to support gap analysis of new client requirements Utilization of industry best practices to ensure usability, scalability, maintainability Participate in project walkthroughs: business requirements, design walkthrough, functional test plans and implementation sessions Oversee  product testing to ensure product quality is maintained Contribute to the implementation of new products and communicate effectively between internal and external stakeholders to ensure product satisfaction is maintained Assist in identifying functional or operational gaps in the self-service products through competitive analysis, monitoring industry trends and prioritizing customer’s requests Work with the Operations Readiness team to define new processes to support specific client requirements and execute strategies to completion Capture operational requirements and work with key stakeholders to assess the impact on the business. Management of client-facing projects technical readiness tasks such as reporting requirements or NSCC set up Lead in client project calls and governance for technical readiness and transition planning for technical set ups such as NSCC. Management of Challenges and /Escalations as appropriate Management of Workstream Meetings Liaises extensively with clients to establish exact requirements, agree solutions for global operation model Proactive identification and management of project risks, ensuring that the appropriate measures are taken to ensure that all stakeholders have an appropriate appreciation of the key risks and that the required steps to mitigate these risks are completed. Thorough documentation throughout the project life cycle including of all required signoffs Develop detailed execution plans; questionnaires; set up forms and documentation to successfully support the implementation of new clients and products. Support and interact with other business units involved in the project and coordinates the project team and activities. Works within the Transfer Agency Project Office structure and ensures that all standard templates are used and required resources are procured. Ability to develop detailed project plans