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Sr. Business Integration Analyst in Boston at Collabera

Date Posted: 11/1/2018

Job Snapshot

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Job Description

Position Details: Industry Banking Work Location Boston, MA 02210 Duration 6 Months (Possibility of extension) Detailed JD: • Manage the four phases of a client on-boarding event (Discovery, Planning, Execution, Day 2 Handover), which includes documenting and maintaining a detailed project plan (and other associated project artifacts, e.g., agendas, minutes, workflow diagrams, etc.) for all areas impacted at client. • Own and maintain project plan across all necessary work streams and business areas (e.g., fund accounting, custody, fund administration, transfer agency, reporting, technology, legal, etc.)- Provide ongoing support to the project steering committee by tracking and resolving issues • Drive and oversee an effective project governance process- Chair effective project meetings (e.g., stakeholder meetings, client discussions, third party workshops, steering committees, etc.)- Manage client / third party queries and track/resolve issues in conjunction with client's teams • Participate in and/or lead internal and external client workshops/meetings to gather, understand, and document project goals, workflows, business needs, gaps, and opportunities • Where relevant, conduct business analysis efforts for projects and initiatives; determine how changing business needs will affect the system or product; accurately communicate the business need and potential solution in terms that team members can understand and drive the client's Project Team to reach decisions. • Recognize patterns in complex information across multiple service areas & identify key issues - Remain cognizant of potential client capability challenges (servicing, technology, general readiness) exposed by the new and different and escalate to project sponsors.- Drive the documentation of proposed solutions to project challenges where relevant • Coordinate & work effectively with colleagues across the Service Delivery & RE Pillars; leverage influence across business areas & project team members to drive toward a common goal- Act as primary interface with third party contacts from existing service provider(s) • Coordinate client requirements and timeframes with Fund Accounting, Custody and TA Conversion Teams- Act as the primary client contact during the on-boarding event.- Participate in and present to Project Executive Steering Committee(s) where relevant. • For defined projects, document workflows and functional models depicting operational and technical processes in conjunction with business and technology teams.- In conjunction with Client Service Manager and/or Relationship Manager, present process and technology improvement recommendations to client as relevant/necessary • Assist with and/or lead internal Business Integration projects to continually improve and enhance on-boarding processes, protocols and client experience.

Job Requirements

Qualifications: • 5-7 years in the finance industry. • Prior experience in on-boarding clients a plus. • Organized, excellent communication skills (written / verbal), demonstrated ability to influence others, experience working directly with clients, comfortable leading / directing meetings Preferred: • BS/BA degree preferably in a business, finance, or accounting related concentration. • Knowledge about Client is a strong plus. • Background in Custody, Fund Accounting, Fund Admin, Transfer Agency or relationship/client service areas preferred; broad understanding of roles assumed by Custodians, Fund Accountants, Fund Administrators, and Transfer Agents expected.