Senior Business Analyst, Global Investor Onboarding Transformation

Northern Trust
Ireland
Workplace: OnsiteFull timeFunction: Business OperationsEducation: bachelorsSkills: ["Analytical","Structured","Proactive","Stakeholder management","Problem-solving"]

Drive requirements and business analysis for a global transformation of investor onboarding, shaping future processes, controls, data, and technology across regions and platforms. Partner with operations, transfer agency, technology, product, and risk/control stakeholders to translate problem statements into user stories and acceptance criteria, analyze current-state processes, and support testing, UAT, and implementation readiness. Improve standards and governance across the transformation portfolio.

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FursaFursa
Northern Trust
Northern Trust
3 days ago

Senior Business Analyst, Global Investor Onboarding Transformation

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Drive requirements and business analysis for a global transformation of investor onboarding, shaping future processes, controls, data, and technology across regions and platforms. Partner with operations, transfer agency, technology, product, and risk/control stakeholders to translate problem statements into user stories and acceptance criteria, analyze current-state processes, and support testing, UAT, and implementation readiness. Improve standards and governance across the transformation portfolio.
Location: Ireland
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Lead requirements gathering, analysis, validation, and documentation across business, technology, and control stakeholders, owning hand-offs focused on Operations, Transfer Agency, Compliance, Risk, and Technologies.
  • •Translate problem statements into requirements, user stories, acceptance criteria, and traceability outputs, accounting for regional/jurisdictional operating model variations within a Global Target Operating Model.
  • •Assess current-state processes, identify gaps, and define future-state requirements for target operating model design, including investor onboarding, transfer agency, AML/KYC, static data, documentation, reporting, and data flows.
  • •Identify operational, data, control, and regulatory considerations to support service delivery and risk management, including documenting regional regulatory obligations.
  • •Facilitate workshops and working sessions, support solution design and delivery with project managers and technology/product stakeholders, and assist with testing, UAT, implementation readiness, training materials, and post-implementation review.

Key Requirements

  • •Business analysis experience within funds, asset servicing, transfer agency, investor onboarding, AML/KYC, or financial services operations.
  • •Proven capability in requirements definition, process mapping, data analysis, testing, UAT, and implementation readiness.
  • •Good understanding of funds operating models, controls, service delivery, and regulatory considerations.
  • •Confident stakeholder management skills, including workshop facilitation, constructive challenge, and alignment across business and technology teams.
  • •Strong analytical, organisational, and problem-solving skills with attention to detail and ability to manage competing priorities.
Experience:Financial servicesFundsAsset servicingTransfer agencyInvestor onboardingAML/KYC
Education:Bachelor's
Skills:AnalyticalStructuredProactiveStakeholder managementProblem-solving
Certifications:CBAPCCBABCSLean Six SigmaPrince2AgileScrum
Tech Stack:Microsoft OfficeVisioPower BISharePointAha!Azure DevOpsJiraConfluence

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn