Continuous Improvement Manager - Funds and Registry

Automic Group; Sydney; On-site; AUD 120,000 - 160,000; Full time

Job summary

Automic Group, Australia's market leader in technology-driven investor administration, seeks a Senior Business Process Analyst to drive end-to-end process design and governance within Funds Administration and Registry. You will map current workflows, design future state processes, and implement robust controls in collaboration with Operations, Registry, Fund Administration, Technology, Risk and Compliance.

You will lead workshops, develop SOPs, service catalog entries and measures of

Qualifications

• Bachelor's degree or equivalent in business, finance, or IT disciplines.
• Experience mapping current and future processes, designing controls and workflows.
• Strong capability with BPMN, risk and control assessment, and facilitation.

Responsibilities

• Lead process discovery and current state mapping using BPMN or swimlanes.
• Design future state processes with clear ownership, controls and SLAs.
• Develop SOPs, service catalog entries and process documentation.
• Drive continuous improvement, measure benefits and track outcomes with owners.
• Define data validation, reconciliation points and exception handling.

Skills

BPMN modelling

Workflow design

Risk assessment

Stakeholder management

Analytical skills

Mentoring juniors

Negotiation

Project management

Process mapping

Attention to detail

Education

Bachelor's degree in Business, Finance, Accounting, Information Systems

Tools

Excel

Visio

Confluence

Jira

Power BI

Job description

Embed Our purpose: Confidence in every moment on Vimeo

Automic Group is Australia’s market leader in technology-driven investor administration. Combining proprietary cloud-native technology with expert service, Automic simplifies investor administration and governance for companies and funds.

We are looking for 2 people and offer fixed term 12m contracts for both.

Job Purpose

The Senior Business Process Analyst in Funds Administration and Registry leads the analysis, design, standardisation and improvement of end-to-end operational processes. The role develops practical workflows, clear procedures and effective controls to improve service quality, reduce manual effort and operational risk, and support scalable delivery.

Working with Operations, Registry, Fund Administration, Technology, Risk and Compliance, and client service teams, you will translate operational and client needs into approved process designs, SOPs, service catalogue entries and measurable improvements. You will support implementation, adoption and ongoing process governance.

Principal Accountabilities

Process discovery and current state mapping

Lead workshops, interviews and operational walkthroughs to document current processes, process boundaries, hand-offs, business rules, systems, data inputs, exceptions and accountabilities. Use BPMN or structured swimlane mapping and validate findings with SMEs and process owners.

Future state process and workflow design

Design future state workflows that simplify processing, clarify ownership and embed approval rules, segregation of duties, escalation paths and exception handling. Define entry and exit criteria, cut-off times, service levels and dependencies. Assess feasibility with Operations and Technology and document process requirements for supporting system changes.

Operational controls and risk assessment

Map key risks and controls to process steps, identify control gaps and redundant checks, and maintain a process risk and control matrix. Define preventive and detective controls, evidence requirements, reconciliations, approval points and escalation triggers. Work with Risk and Compliance to validate designs and support remediation of incidents and audit findings.

SOPs and service catalogue

Develop and maintain standard operating procedures, work instructions, process inventories and service catalogue entries. Document service scope, deliverables, owners, responsibilities, inputs, outputs, service levels, exceptions and client dependencies. Establish document ownership, approval, version control and review cycles.

Continuous improvement and benefit measurement

Analyse volumes, cycle times, rework, error rates, backlogs and service performance to identify root causes and improvement opportunities. Apply Lean or equivalent methods to remove waste and standardise work. Develop recommendations covering benefit, effort, risk and dependencies; establish baselines and track realised outcomes with process owners.

Process data integrity and reconciliation

Identify data capture, validation, ownership and reconciliation requirements within operational workflows. Analyse breaks and recurring data issues with SMEs, document root causes and propose sustainable controls. Support data remediation and migration by defining business validation rules, reconciliation checkpoints and exception resolution processes.

Client communication and service alignment

Map client and investor communication touchpoints, triggers and hand-offs. Work with client service teams to clarify requirements, turnaround times, escalation routes and approved communication standards. Assess the impact of process changes on clients and investors and support service catalogue alignment and implementation communications.

Implementation adoption and stakeholder engagement

Coordinate process validation, operational testing and UAT with business and technology teams. Define process acceptance criteria, assess operational readiness and support training, implementation and post-change reviews. Facilitate decisions, manage analysis dependencies and report risks and issues. Mentor analysts and SMEs in process mapping and documentation standards.

Essential experience and domain knowledge

• 7–10 years’ experience in financial services, including substantial funds administration and registry experience and demonstrated delivery of process improvement.
• Strong knowledge of investor onboarding and account maintenance; applications, subscriptions, redemptions, switches and transfers; register and unit balance maintenance; distributions, payments and reinvestment; and investor reporting.
• Understanding of fund structures, unit classes, dealing cycles, cut-offs and relationships between fund managers, administrators, trustees, custodians and registry providers.
• Experience with cash, transaction, holdings and unit reconciliations, exception management and operational dependencies with fund accounting, valuation and reporting.
• Experience mapping current and future processes, designing controls and workflows, developing SOPs and service catalogues, and supporting adoption.

Essential skills and competencies

• BPMN or equivalent modelling, swimlane mapping, gap and root cause analysis, and continuous improvement methods.
• Operational risk and control assessment covering segregation of duties, approvals, reconciliations, evidence and exception handling.
• Workshop facilitation, stakeholder management, negotiation and clear communication; ability to challenge assumptions and mentor junior analysts.
• Strong analytical skills and attention to detail; ability to define business rules, process requirements and acceptance criteria, and assess readiness.
• Commercial judgement to assess benefits, service impacts, effort and risks; independence and effective prioritisation.
• Advanced Excel; process mapping tools such as Visio; and documentation and delivery tools such as Confluence and Jira.
• Working knowledge of data flows, validation, interfaces and workflow automation to collaborate with Technology and Data teams.

Qualifications and desirable capabilities

Essential: Bachelor’s degree in Business, Finance, Accounting, Information Systems or a related discipline, or equivalent relevant professional experience.

Desirable: Lean Six Sigma or business process management training; business analysis certification such as CBAP; SQL and Power BI; workflow automation or process mining experience; and exposure to fund accounting platforms, custody, pricing and multi-asset investment operations. CPA or CFA is relevant where supported by the service scope.

Diversity Equity Inclusion and Accessibility

Automic is committed to building a diverse, equitable and inclusive workplace where everyone feels respected, valued and able to do their best work. We welcome people of all backgrounds, identities, abilities and experiences, and are committed to creating an environment free from discrimination, harassment and bias.