Transfer Agency Business Analyst | Banking

Capco
Hong Kong
Workplace: OnsiteFull timeFunction: Business OperationsExperience: 5+ yearsSkills: ["Business analysis","Requirements gathering","Process mapping","Gap analysis","Stakeholder management","Communication","Change management"]

Drive Transfer Agency transformation for securities services clients, working with business, operations, product, and technology teams to deliver complex change programs. Gather and document requirements, user stories, process flows, and functional specifications; analyze business processes to improve efficiency, controls, automation, and digitization. Support end-to-end investor lifecycle change initiatives and help define target operating models and future-state processes across transfer agency and investor servicing functions.

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FursaFursa
Capco
Capco
19 hours ago

Transfer Agency Business Analyst | Banking

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Drive Transfer Agency transformation for securities services clients, working with business, operations, product, and technology teams to deliver complex change programs. Gather and document requirements, user stories, process flows, and functional specifications; analyze business processes to improve efficiency, controls, automation, and digitization. Support end-to-end investor lifecycle change initiatives and help define target operating models and future-state processes across transfer agency and investor servicing functions.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Collaborate with business stakeholders, operations teams, product owners, and technology teams to deliver Transfer Agency transformation programmes.
  • •Gather, analyse, and document business requirements, user stories, process flows, and functional specifications across the transfer agency operating model.
  • •Support change initiatives across the end-to-end investor lifecycle.
  • •Conduct business process analysis to identify opportunities for operational efficiency, controls enhancement, automation, and digitization.
  • •Develop target operating models and future-state processes across transfer agency and investor servicing functions.

Key Requirements

  • •5+ years of experience in Transfer Agency, Fund Services, Investor Services, Custody, Securities Services, or financial services consulting.
  • •Strong understanding of Transfer Agency operations including onboarding, dealing, subscriptions/redemptions, shareholder servicing, distributions, and registry management.
  • •Proven business analyst experience gathering requirements, process mapping, gap analysis, functional documentation, and stakeholder management.
  • •Experience delivering change and transformation initiatives across transfer agency platforms, investor servicing, or fund operations environments.
  • •Strong knowledge of the fund services ecosystem and interactions across Transfer Agency, Fund Administration, Custody, and providers such as Clearstream and Euroclear.
Experience:5+ years
Skills:Business analysisRequirements gatheringProcess mappingGap analysisStakeholder managementCommunicationChange management
Languages:English
Tech Stack:AgileWaterfallClearstreamEuroclear

Company Brief

Capco
Global management and technology consultancy specializing in financial services. Capco advises banks, insurers, and capital markets firms on digital transformation, risk and compliance, technology implementation, and operational improvement, combining industry expertise with advisory and engineering capabilities.
Industry: Management Consulting
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: London, United Kingdom
Founded: 1998
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