This role is for a Product Business Analyst (BA) to lead an investor services migration. The stand-out candidates will have direct working experience with Mantra.
Responsibilities:
- Product Lead: You will take the lead from a product perspective, ensuring the migration meets business needs.
- Reporting Expertise: You will have a solid understanding of the current investor reporting structure and how it will be transformed after the migration.
- Data Reconciliation: Experience with Excel and data reconciliation is beneficial, as you will be comparing data sets during the migration.
- Evaluation Process: Your understanding of the investor evaluation process goes beyond just identifying investment opportunities.
- Fund Structure Knowledge: You should be familiar with how different fund structures work and how profit allocation varies between them. This includes understanding management fees and exposure fees.
- Vendor Collaboration: You will work closely with the vendor selected for the migration project.
- Teamwork: You will collaborate with the product team, investor operations team, and other relevant stakeholders.
Timeline:
- Initial Focus: The initial contract is for 6 months, with a 100% focus on the migration project.
- Start Date: The project is expected to kick off ASAP, with the Proof of Concept (POC) finishing by the end of the current month.
Overall, this is a product-focused Business Analyst role for a complex financial services migration project. The successful candidate will have a strong understanding of investor services, reporting, and fund structures.
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
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