Business Analyst – Transfer Agency
Contract Length: 6 months.
Location: London, UK – Hybrid (2 days per week onsite with the client).
Start: ASAP / To be confirmed.
Salary: 450–500 GBP per day (Contract).
Job Type: Contract.
Overview
We are working on behalf of our consulting partner who is supporting an asset management client on a change and transformation initiative within Transfer Agency operations. This 6‑month contract will place you as part of a delivery team working closely with the end client’s operational and technology stakeholders. Your focus will be on analysing current‑state TA processes, supporting change initiatives, and ensuring clear, well‑documented requirements and outcomes across business and technology teams.
Key Responsibilities
* Act as a Business Analyst within Transfer Agency change initiatives (operations, technology or regulatory driven)
* Elicit, analyse and document business requirements using appropriate BA techniques
* Map and document end‑to‑end Transfer Agency processes (dealing, registration, distributions, AML/KYC, pricing, settlements)
* Support process optimisation, target operating model design and gap analysis
* Facilitate workshops, stakeholder interviews and working sessions
* Produce standard BA artefacts, including:
o Business Requirements Documents (BRDs)
o Functional Requirements / User Stories
o Process flows and swimlane diagrams
o Use cases and impact assessments
* Work closely with technology teams, vendors and operations to support solution design and delivery
* Support UAT planning, execution and defect triage where required
* Provide regular status updates and contribute to governance and reporting
Required Skills & Experience
* Proven experience as a Business Analyst within Transfer Agency (asset management context is essential)
* Strong understanding of TA functions and operating models
* Experience working on change programmes within asset or wealth management
* Strong requirements gathering and documentation skills
* Ability to communicate effectively with both business and technical stakeholders
* Experience working in consulting or client‑facing environments preferred
* Comfortable working onsite with clients as part of a hybrid delivery model
Desirable
* Experience working with TA platforms or service providers
* Knowledge of regulatory or operational change within asset management
* Prior experience working with consulting firms or financial services transformations
Contract Details
* Initial 6‑month contract, with potential to extend
* Hybrid working – 2 days per week onsite with the end client
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