Senior Business Analyst - Transfer Agency

• Analyse business requirements related to Transfer Agency processes, with a focus on trailer fees
• Perform functional testing of new features and monitor their impact on existing processes
• Ensure control and validation of project changes, including associated reporting
• Provide functional expertise on Transfer Agency systems, including multi-funds platforms and related tools
• Support business analysis activities (requirements gathering, gap analysis, validation)
• Contribute to project delivery by preparing documentation for process updates and system enhancements
• Organize and deliver training sessions on new functionalities and process changes
• Assess and monitor risks throughout the project lifecycle
• Produce and maintain user documentation and knowledge base materials
• Participate in release management activities (pre- and post-production checks, validation, monitoring)
• Collaborate with IT and business teams to ensure smooth implementation and rollout

• Strong experience in Transfer Agency operations, especially trailer fees processes
• Solid understanding of calculations, reconciliation, reporting, and KPIs
• Proven expertise with multi-funds Transfer Agency systems and associated reporting tools
• Experience working on business analysis and/or project management topics
• Familiarity with financial systems and tools (e.g. TA platforms, reporting solutions)
• Ability to manage testing phases and validate system changes
• Strong documentation and knowledge management skills
• Experience in release management and production environments is a plus
• Analytical mindset with strong attention to detail
• Ability to work in a structured and process-driven environment
• Fluent in English and French

Advisory Key