Senior Business Analyst – Trust & Custody

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Contribute to the development of a new trust operations ecosystem encompassing personnel, processes, and technology.

• Assist in the integration with a third-party sub-custodian.

• Design and enhance the operating model for cash reconciliation and transition processes.

• Implement stringent controls, clear ownership, escalation pathways, and sustainable procedures to mitigate operational risk.

• Serve as a subject matter expert in trust operations.

• Create training materials and document procedures.

• Collaborate with the learning and development team to facilitate training sessions.

• Evaluate operational processes to identify potential risks and formulate mitigation strategies.

• Define and track KPIs for operational effectiveness and vendor management.

• Continuously refine processes to boost efficiency and efficacy.

• Lead multiple trust operations projects and support the development of comprehensive project plans.

• Prepare and deliver regular updates and status reports to management and stakeholders.

• Gather and document business and technical requirements for team platforms and systems.

• Ensure that technology solutions align with business goals in partnership with product management and technology teams.

• Perform additional duties as assigned.

⛳️ Requirements

• Background and experience in mutual fund operations.

• Experience in process design.

• Experience in risk mitigation.

• Demonstrated ability to collaborate closely with various partners.

• Proven expertise in FIS OMNI, including OmniTrade, OmniDC, and OmniScript.

• Proficiency in SQL.

• Proficiency in Excel.

• Proficiency in Power BI.

• Comprehensive understanding of mutual fund operations, retirement, and/or transfer agent record keeping.

• Strong reconciliation skills related to cash and securities.

• Excellent communication and facilitation abilities.

• Capability to influence diverse teams and translate technical information into business value.

• Strategic thinking with the ability to evaluate options for short- and long-term impacts and make informed decisions.

• Strong influencing skills and the capacity to provide sound recommendations.

🏝️ Benefits

• Incentive programs and compensation linked to business and individual performance.

• Flexible work environment.

• Health insurance.

• Dental insurance.

• Mental health benefits.

• Vision insurance.

• Short- and long-term disability insurance.

• Life and AD&D insurance coverage.

• Adoption/surrogacy benefits.

• Wellness benefits.

• Employee/family assistance plans.

• Retirement savings plans, including pension/401(k) options.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

• Up to 11 paid holidays annually.

• 3 personal days each year.

• 150 hours of vacation annually.

• 40 hours of sick leave per year, or more as mandated by law.

• Statutory leaves of absence.

• Remote working arrangements.

• Reasonable accommodations during the application process.