Senior Business Analyst – Transfer Agency

Jobtailor

Dublin

On-site

EUR 60,000 - 90,000

Full time

14 days+

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Job summary

Jobtailor in Ireland seeks a Senior Project Manager/Business Analyst to oversee readiness activities across projects, with focus on Transfer Agency onboarding, fund migration, and process improvements.

You will map end-to-end processes, gather requirements, run workshops, and coordinate teams to ensure quality outcomes and stakeholder alignment. Strong MS Office skills and NSCC knowledge are preferred.

Qualifications

Relevant tertiary qualification or equivalent work experience.
Desirable project management qualification or certification.
Management qualification or relevant years of experience.
Additional course or certification in Business Analysis.
Proven experience in Transfer Agency.
Experience supporting client onboarding, fund migration, conversion and/or deconversion projects.
Excellent client-facing and stakeholder management skills.
People management skills including mentoring and knowledge sharing.
Strong self-management and delivery focus, innovative problem solving.
Knowledge of business analysis methodologies and tools.
Proven ability to meet quality standards; MS Excel, PowerPoint and Word proficiency.
Experience with NSCC processes preferred.

Responsibilities

Manage and coordinate multiple phases of technical and/or business readiness activities within a project.
Support Transfer Agency client onboarding, fund migration, conversion, and deconversion initiatives.
Map end-to-end business processes and implement solutions for technological and process improvements.
Gather business requirements from stakeholders and produce detailed BRD documents.
Run workshops to create detailed business, functional, and non-functional requirements.
Assist and supervise team contribution and communication to ensure complete requirement coverage.
Apply standards and methodologies, providing expertise on methods and tools.
Conduct needs analysis, task planning, process/data analysis and modelling, and logical database design.
Identify and assess risks to project success and plan accordingly.
Agree project approaches with stakeholders and prepare realistic plans.
Track activities against schedules and manage stakeholder involvement.
Support readiness activities including stakeholder engagement, training coordination, and implementation planning.
Handle training and build competency within the practice.

Skills

Transfer Agency

Client Onboarding

Fund Migration

Conversion Projects

Deconversion Projects

Stakeholder Management

MS Excel

MS PowerPoint

MS Word

People Management

Mentoring

Innovative Problem Solving

Self-Management

Business Analysis Knowledge

Education

Relevant third level qualification or equivalent work experience

Desirable Project Management qualification

Management qualification or relevant years of experience

Additional course or certification in Business Analysis

Tools

NSCC Processes

MS PowerPoint

MS Word

Job description

Manage and coordinate multiple phases of technical and/or business readiness activities within a project
Support Transfer Agency client onboarding, fund migration, conversion, and deconversion initiatives
Map end-to-end business processes and implement solutions for technological and process improvements
Gather business requirements from stakeholders and review existing processes to produce detailed business requirement specification documents
Run workshops using proven techniques for creating detailed business, functional, and non-functional requirements
Assist and supervise team contribution and communication to ensure complete requirement coverage
Apply standards and methodologies, providing expertise and support on the use of methods and tools
Conduct needs analysis, task planning, process/data analysis and modelling, and/or logical database design activities
Identify and assess risks to the success of the project
Agree project approaches with stakeholders and prepare realistic plans
Track activities against project schedules and manage stakeholder involvement as appropriate
Support business readiness activities, including stakeholder engagement, training coordination, operational impact assessments, and implementation planning
Handle training and build competency within the practice

Requirements

Relevant third level qualification or equivalent work experience
Desirable Project Management qualification
Management qualification or relevant years of experience
Additional course or certification in Business Analysis
Proven experience in Transfer Agency
Experience supporting client onboarding, fund migration, conversion, and/or deconversion projects
Excellent client-facing and stakeholder management skills
People management skills, including mentoring, knowledge sharing, and capability development
Strong self-management and delivery focus
Innovative approach with the ability to balance creativity and risk management
Strong knowledge of business analysis methodologies
Good applications and technology knowledge
Proven ability to ensure projects meet quality standards
Highly proficient in MS Excel, PowerPoint, and Word
Experience with NSCC processes is preferred

Core Competencies

Demonstrates expertise in managing technical and business readiness activities, with a strong focus on client onboarding, fund migration, and process improvement. Proficient in business analysis methodologies and stakeholder management, ensuring project quality and effective communication.

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