Business Analyst – Trade Lifecycle & Reconciliation
If you are a self-confident, self-motivated person with a strong work ethic and excellent communication skills, and you enjoy a fast-paced, team-driven environment, contact us today!
Working with one of the top financial clients, this role calls for a Business Analyst – Trade Lifecycle & Reconciliation who will execute more complex transactions and overrides accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s).
Responsibilities:
- Identify, document, and investigate processes/exceptions arising from transactions/processes beyond first-level operations service delivery.
- Coordinate with partners on key initiatives and may act as a project lead/subject matter expert for small-scale projects/ initiatives in accordance with project management methodologies.
- Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained.
- Identify opportunities to improve service delivery
- Provide accurate and thorough analysis of key process drivers, root or systemic causes of cross-functional operational issues, interpret findings and make recommendations
- Support partners with both inbound and outbound requests from various channels, answering questions to perform adjustments within authority levels
- Contribute to the production of consolidated or aggregated reporting as appropriate
- Maintain working relationships with customers by resolving customer issues and articulating business processes to respond to customer queries
- May interact with other partners and vendors, providing guidance and/or addressing questions/concerns in an effective and timely manner
Shareholder - Support the timely and accurate completion of business processes and procedures according to SLA requirements.
- Contribute to business objectives for operational excellence — identify, suggest and actively participate in improving standards, policies, procedures, and solutions.
- Continually develop understanding of internal and industry regulations and trends, contributing to team knowledge of emerging issues/risks, and assess potential impacts as it relates to operating policies, standards and procedures.
- Consistently exercise discretion in managing correspondence, information and all matters of confidentiality.
- Analyze service delivery issues and conduct internal/external research projects and/or contribute to audit reviews; run testing, and generate reports to identify potential solutions within client’s risk appetite that enhance the customer experience and support business objectives.
- Ensure documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
- Contribute to the development/delivery of presentations/ communications to management or broader audiences.
- Ensure necessary due diligence to support the accuracy of all customer transactions/activities
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite; adhere to enterprise frameworks and methodologies that relate to operational activities for own area (e.g. Anti-Money Laundering, Business Continuity Management)
- Protect the interests of the organization – identify and manage risks, and escalate non-standard, high-risk transactions/activities as necessary.
- Support change management projects or programs that impact the business, functions or processes, and ensure clear communication and documentation of new processes
- Assume responsibility to minimize operational and regulatory risk by complying with the Bank and industry Code of Conduct.
Desired Skill Set:
- 2 years of experience in Business Analysis
- 2 years of in-depth knowledge and expertise in Outlook
- 2 years of strong knowledge or experience with Trade Lifecycle (back office)
- 2 years of hands-on experience with Python
- 2 years of expertise in Reconciliation
- 2 years of hands-on experience with Advanced Excel
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