Senior Business Analyst – Transfer Agent (TA) Projects (M / F)

IQ Solutions; Menningen; Vor Ort; EUR 80.000 - 100.000; Vollzeit

Zusammenfassung

A leading financial services firm in Rheinland-Pfalz is seeking a candidate with expertise in Transfer Agent processes for a major onboarding and transformation project. The role includes analyzing needs, monitoring changes, and providing documentation support. Candidates must possess strong knowledge of SWIFT/SFTP and operational workflows, along with project management skills. Excellent bilingual communication in French and English is required. This position offers opportunities for training and stakeholder engagement.

Qualifikationen

• Proven expertise in Transfer Agent processes and operational workflows.
• Strong knowledge of SWIFT and SFTP connectivity.
• Experience with Multifonds TA and trailer fees analysis.

Aufgaben

• Analyze project needs and formalize them into Project Initiation Documentation.
• Monitor and control changes associated with the project.
• Conduct trailer fees analysis and testing.

Kenntnisse

Transfer Agent (TA) processes

SWIFT

SFTP connectivity

Operational expertise in TA

Project management

Documentation skills

Communication in French and English

Tools

Microsoft Office Suite

Multifonds TA

Jobbeschreibung

Mission Overview

The selected candidate will play a key role in a major onboarding and transformation project within the asset servicing sector, focusing on Transfer Agent (TA) processes and related systems. The role involves both functional and technical expertise, supporting business analysis, solution design, testing, and documentation.

Key Responsibilities

• Analyze project needs and formalize them into Project Initiation Documentation (PID)
• Participate in solution design and testing of new functionalities
• Monitor and control changes associated with the project, including reporting
• Analyze and test new connectivity solutions, including SWIFT and SFTP
• Conduct trailer fees analysis and testing
• Provide functional expertise on TA applications (Multi-funds TA and related systems)
• Organize and deliver documentation to support process evolution and production rollout
• Support business and onboarding activities, including training sessions for stakeholders
• Evaluate risks and define risk mitigation strategies
• Produce user guides and continuously update the knowledge database

Technical Environment

• Hardware : PC Laptop
• Software : Microsoft Office Suite, TA system applications (e.g., Multifonds TA, etc)
• Connectivity : SWIFT, SFTP, NSCC

Required Skills & Experience

• Proven expertise in Transfer Agent (TA) processes, including end-to-end operational workflows and reporting
• Strong knowledge of SWIFT and SFTP connectivity
• Experience with Multifonds TA, trailer fees, NSCC, reconciliations, and KPI reporting
• Operational expertise in TA and related business analysis
• Project management skills
• Ability to organize and deliver training and documentation
• Excellent communication skills in both French and English

Selection Criteria (Weighting)

• MFTA expertise (including SWIFT & SFTP knowledge) : 65%
• Operational TA processes : 30%
• Project management : 5%