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