New Client Onboarding Technical Readiness Business Analyst

About the role

State Street is looking for a New Client Onboarding Technical Readiness Business Analyst based in Luxembourg, reporting directly to the VP of New Client Onboarding. The role leads the Technical Readiness function, covering new client launches and conversions, and works closely with Sales and Development, Operational Readiness, Operations and other stakeholders.

Key responsibilities

• Develop and maintain the Technical Readiness playbook so that all tasks are delivered on time.
• Run due diligence sessions with clients to match their needs with Transfer Agency application functionality and processes.
• Co-lead gap analysis with the Operational Readiness team and Operations, and prepare project management and SDLC documents.
• Manage client-facing technical readiness tasks such as reporting requirements and NSCC setup, and lead client project calls and governance.
• Identify functional or operational gaps in self-service products through competitive analysis and industry trends, and define new processes with the Operations Readiness team.
• Manage challenges and escalations, workstream meetings, and project risks, and liaise with clients to agree solutions for the global operating model.
• Document the project lifecycle thoroughly, including sign-offs, and report progress regularly.
• Work within the Transfer Agency Project Office structure, using standard templates and coordinating the project team.

Required profile

• Undergraduate degree and at least 5 years of relevant experience.
• Business analysis qualification or relevant experience; experience with analysis and project life cycle methodologies is preferred.
• Knowledge of compliance, anti-money laundering and the regulatory environment.
• Understanding of investment concepts, mutual fund processing, quality control, call centres and the administrative back office.
• Willingness to travel occasionally between Ireland, Luxembourg and the UK.

Required skills

• Expert knowledge of Transfer Agency applications, operations, mutual fund products and global distribution channels.
• Strong quantitative, analytical and problem-solving skills.
• Excellent MS Office skills (Word, Excel, PowerPoint).
• Leadership skills, including managing direct and indirect reports in a virtual team.