Vendor Analyst managing vendor contracts, renewals, and spend control at McCarthy Tétrault. Overseeing procurement and financial management in a collaborative hybrid environment.
About the role
- Client and Business Integration Analyst focusing on Transfer Agency function at financial technology company. Supporting operational change initiatives to enhance client outcomes and regulatory compliance.
Responsibilities
- The Client and Business Integration Analyst plays a critical role in supporting the planning, coordination, and delivery of business and client initiatives within the Transfer Agency (TA) function.
- This role partners closely with internal teams and clients to ensure the successful implementation of operational and client-facing change, from requirements definition through to adoption and post-implementation support.
- Support the end-to-end delivery of business and client change initiatives, ensuring alignment with business objectives, client commitments, and regulatory requirements.
- Partner with Transfer Agency Operations, Client Experience, and Line 1 Risk teams to coordinate cross-functional delivery.
- Define, agree, and document initiative objectives, scope, requirements, success measures, dependencies, and impacts.
- Lead initiative scoping and contribute to operational process design in collaboration with clients and internal stakeholders.
- Apply consistent change standards, methodologies, and governance frameworks across all initiatives.
- Manage initiatives through the full lifecycle, from initiation and design through to implementation and post-go-live support.
- Track and manage timelines, milestones, resources, risks, and deliverables to ensure agreed outcomes are achieved.
- Provide regular progress updates, insights, and recommendations to stakeholders and senior leaders.
- Build and maintain strong relationships with internal teams, clients, fund managers, custodians, and third-party vendors.
- Identify, assess, and manage risks and issues, embedding effective risk management practices into all initiatives.
- Perform quality assurance checks to ensure accuracy, completeness, and compliance of deliverables.
- Maintain documentation, templates, and artefacts to support audit, governance, and regulatory requirements.
- Coordinate and implement configuration changes across core registry, statements, documents, and forms as required.
- Act as a subject matter expert, providing guidance and support to teams throughout change delivery.
Requirements
- Strong understanding of Transfer Agency operations and fund administration processes, with exposure to business transformation and process change initiatives
- Highly developed analytical and problem-solving skills, including the ability to interpret data, identify issues, and develop practical solutions
- Advanced proficiency in Excel
- Demonstrated drive, resilience, and tenacity, with the ability to work through complexity and maintain momentum
- Ability to manage competing priorities and perform effectively under pressure without compromising quality
- Proven experience working collaboratively with cross-functional teams and influencing a broad range of stakeholders
- Strong written and verbal communication skills, with the ability to clearly convey complex information to technical and non-technical audiences
- 8+ years’ experience in Financial Services, including 5+ years in Unit Registry, Fund Administration, or Custody environments
- Experience delivering or supporting change initiatives such as fund launches and closures
- Exposure to project and change management methodologies, including Agile
- Polished interpersonal and client engagement skills, with the ability to delegate and provide direction to specialist staff
- Lean Six Sigma certification is highly regarded
- Experience with Jira and Trust Architect is desirable but not essential
Benefits
- Flexibility : Hybrid Work Model
- Income Protection Insurance
- Flexible Time Off
- Private Health Insurance discount
- Primary & Secondary Paid Parental leave
- Death & TPD Insurance
- Committed to Welcoming, Celebrating and Thriving on Diversity
- Hands-On, Team-Customised training including SS&C University
- Discounts on fitness clubs, travel and more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Analyst role in Capital and Debt Advisory under EY's Strategy and Transactions. Focus on strategic consulting decisions and financial data analysis in Mumbai.
Analyst in Business Consulting delivering transformation strategies for government entities. Focus on data analysis, program content design, and stakeholder collaboration for successful outcomes.
Entry - level Analyst in the Global Client Group at Dimensional, supporting client relationships and business development for Australia based clients. Enthusiastic, ambitious candidates welcome, especially in Melbourne or Sydney.
Analista de Relacionamento e Parceria desenvolvendo e acompanhando parcerias corporativas no setor educacional. Prospectar oportunidades estratégicas e manter relacionamentos contínuos com parceiros.
Sr. Implementation Analyst at Broadridge managing client implementations and onboarding for investment accounting. Collaborating with various teams to ensure smooth transitions and high - quality results.
Lead Analyst at Dentsu managing customer analysis and liaising with clients. Creating advanced Marketing Cloud Intelligence dashboards and generating actionable insights from data.
Sr. Analyst supporting strategic initiatives at GM, shaping enterprise - wide strategies for transformation. Collaborating internally and externally to drive business insights and recommendations.
Lead pricing strategy and governance at Banco Agrícola. Develop pricing models and ensure alignment with corporate goals while optimizing processes and integrating cross - departmental operations.
Card Fraud Analyst focusing on acquiring - side card fraud in a Lagos - based fintech startup. Engage in fraud analysis, prevention, and collaboration for an impactful product.